Purchases and Sales Made in Q2 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB SHORT-TERM US TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.99K- 67.29% |
$480K - $489K
|
4.86K
$117K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-10K- 5.41% |
$481K - $490K
|
175K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.2K- 49.59% |
$488K - $496K
|
10.3K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.1K- 26.58% |
$532K - $541K
|
30.6K
$739K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11.1K- 2.87% |
$535K - $544K
|
377K
$9.1M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 41.37% |
$539K - $549K
|
15.9K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.3K- 18.64% |
$542K - $551K
|
49.2K
$1.19M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.8K- 7.86% |
$568K - $578K
|
139K
$3.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-12K- 8.16% |
$575K - $585K
|
135K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-12.3K- 8.74% |
$590K - $600K
|
128K
$3.1M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.8KClosed |
$613K - $624K
|
0
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-12.9K- 3.93% |
$621K - $632K
|
316K
$7.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-13.7K- 12.97% |
$658K - $669K
|
91.9K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.8K- 5.03% |
$663K - $674K
|
260K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.8K- 5.59% |
$709K - $721K
|
249K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-14.8K- 5.75% |
$712K - $724K
|
243K
$5.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-14.9K- 1.1% |
$714K - $727K
|
1.34M
$32.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15.5K- 72.17% |
$746K - $758K
|
5.98K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-16.3K- 5.44% |
$785K - $798K
|
284K
$6.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-18.3K- 31.66% |
$879K - $894K
|
39.5K
$953K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-18.3K- 31.66% |
$879K - $894K
|
39.5K
$953K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-18.7K- 15.38% |
$898K - $914K
|
103K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-20.3K- 51.62% |
$976K - $993K
|
19K
$460K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20.7K- 26.55% |
$994K - $1.01M
|
57.2K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.9K- 11.67% |
$1.01M - $1.02M
|
158K
$3.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24.1K- 67.13% |
$1.16M - $1.18M
|
11.8K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-24.2K- 23.15% |
$1.16M - $1.18M
|
80.4K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-24.9K- 32.38% |
$1.19M - $1.22M
|
51.9K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 1.97% |
$1.27M - $1.29M
|
1.32M
$31.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-29K- 64.57% |
$1.39M - $1.42M
|
15.9K
$384K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-29.3K- 21.45% |
$1.41M - $1.43M
|
107K
$2.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-29.6K- 66.75% |
$1.42M - $1.45M
|
14.7K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-30.2K- 75.78% |
$1.45M - $1.48M
|
9.66K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-32.6K- 78.48% |
$1.57M - $1.59M
|
8.94K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33.1K- 24.91% |
$1.59M - $1.62M
|
99.7K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34K- 84.68% |
$1.64M - $1.66M
|
6.16K
$149K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-38.6K- 21.95% |
$1.85M - $1.89M
|
137K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39K- 4.39% |
$1.87M - $1.91M
|
850K
$20.5M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-40.6K- 33.23% |
$1.95M - $1.99M
|
81.6K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-43.3K- 73.09% |
$2.08M - $2.11M
|
15.9K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.3K- 4.93% |
$2.18M - $2.21M
|
874K
$21.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.3K- 29.37% |
$2.27M - $2.31M
|
114K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-49.3K- 99.18% |
$2.37M - $2.41M
|
406
$9.81K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-50.1K- 67.69% |
$2.41M - $2.45M
|
23.9K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-52.2K- 78.94% |
$2.51M - $2.55M
|
13.9K
$337K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-52.5K- 9.59% |
$2.52M - $2.57M
|
495K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-62.2K- 51.24% |
$2.99M - $3.04M
|
59.2K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.9K- 17.98% |
$3.31M - $3.37M
|
314K
$7.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69.3K- 17.74% |
$3.33M - $3.39M
|
321K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-86.5K- 54.68% |
$4.16M - $4.23M
|
71.6K
$1.73M
|