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 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28.6K+ 3.46% |
$1.37M - $1.4M
|
854K
$20.6M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28.4KNew |
$1.37M - $1.39M
|
28.4K
$687K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
26.4KNew |
$1.27M - $1.29M
|
26.4K
$638K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.8K+ 42.01% |
$1.24M - $1.26M
|
87.2K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
25.4K+ 2.95% |
$1.22M - $1.24M
|
886K
$21.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
22.8K+ 7.49% |
$1.09M - $1.11M
|
327K
$7.9M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
22.7K+ 7.91% |
$1.09M - $1.11M
|
309K
$7.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.7K+ 174.36% |
$1.09M - $1.11M
|
35.6K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
22.2K+ 4672.69% |
$1.07M - $1.09M
|
22.7K
$549K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.5K+ 430260.0% |
$1.03M - $1.05M
|
21.5K
$520K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21.1K+ 2.19% |
$1.01M - $1.03M
|
984K
$23.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
20.7K+ 283.26% |
$997K - $1.01M
|
28.1K
$678K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.4K+ 6.35% |
$981K - $998K
|
342K
$8.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.6K+ 2.72% |
$943K - $959K
|
740K
$17.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6KNew |
$942K - $958K
|
19.6K
$474K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
19KNew |
$914K - $930K
|
19K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.5K+ 82.55% |
$891K - $906K
|
41K
$990K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$871K - $886K
|
18.1K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
18.1KNew |
$871K - $886K
|
18.1K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.9K+ 0.28% |
$863K - $877K
|
6.46M
$156M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.7K+ 29.24% |
$853K - $868K
|
78.4K
$1.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.4K+ 2873.15% |
$838K - $853K
|
18K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.3K+ 47.71% |
$783K - $796K
|
50.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1K+ 25.69% |
$773K - $786K
|
78.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16K+ 645.62% |
$768K - $781K
|
18.5K
$446K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
15.5K+ 5.24% |
$746K - $759K
|
312K
$7.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
14.5K+ 75.51% |
$699K - $711K
|
33.8K
$817K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.9K+ 18.85% |
$621K - $632K
|
81.5K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
12.8K+ 12.8% |
$616K - $627K
|
113K
$2.73M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.7K+ 11.0% |
$608K - $619K
|
128K
$3.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 7.09% |
$597K - $608K
|
188K
$4.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
12.3K+ 50.84% |
$593K - $604K
|
36.6K
$885K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.2K+ 12.74% |
$585K - $595K
|
108K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$580K - $590K
|
12.1K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12K+ 190.39% |
$578K - $588K
|
18.3K
$443K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 27.35% |
$562K - $572K
|
54.5K
$1.32M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 27.35% |
$562K - $572K
|
54.5K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.6K+ 9.96% |
$558K - $567K
|
128K
$3.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
11.5K+ 13.61% |
$552K - $561K
|
95.8K
$2.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 3.66% |
$525K - $534K
|
309K
$7.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.8K+ 20.43% |
$520K - $529K
|
63.7K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$511K - $520K
|
10.6K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 24.57% |
$508K - $517K
|
53.6K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 11.97% |
$501K - $509K
|
97.5K
$2.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.84KNew |
$473K - $481K
|
9.84K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.77K+ 124.28% |
$469K - $477K
|
17.6K
$426K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
9.69K+ 4.41% |
$466K - $474K
|
229K
$5.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.69K+ 11.05% |
$466K - $474K
|
97.3K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.3KNew |
$447K - $455K
|
9.3K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.23KNew |
$444K - $451K
|
9.23K
$223K
|