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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.58K+ 3.71% |
$172K - $175K
|
100K
$2.42M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.57K+ 5.5% |
$171K - $174K
|
68.5K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.43K+ 1.11% |
$165K - $168K
|
312K
$7.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.35K+ 58.75% |
$161K - $164K
|
9.05K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.3K+ 7.74% |
$159K - $161K
|
45.9K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.2K+ 53.86% |
$154K - $156K
|
9.13K
$221K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.19K+ 106.43% |
$153K - $156K
|
6.19K
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.15K+ 1.68% |
$151K - $154K
|
190K
$4.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 14.86% |
$149K - $152K
|
24K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.84K+ 35.46% |
$136K - $139K
|
10.8K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.78K+ 0.63% |
$134K - $136K
|
442K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.77K+ 4.01% |
$133K - $135K
|
71.9K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 2.41% |
$122K - $124K
|
108K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.54K+ 16.62% |
$122K - $124K
|
17.8K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.26K+ 1.24% |
$109K - $111K
|
185K
$4.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.23K+ 3.66% |
$107K - $109K
|
63.3K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.2K+ 26.35% |
$106K - $108K
|
10.6K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.17K+ 3.91% |
$104K - $106K
|
57.7K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.12K+ 137.55% |
$102K - $104K
|
3.66K
$88.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.11K+ 7.24% |
$101K - $103K
|
31.3K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02K+ 20.97% |
$97.3K - $99K
|
11.7K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2K+ 12.82% |
$95.9K - $97.5K
|
17.6K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 6.72% |
$95.1K - $96.7K
|
31.4K
$759K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 18.76% |
$95K - $96.6K
|
12.5K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 5.77% |
$93.6K - $95.2K
|
35.7K
$862K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.92K+ 14.91% |
$92.2K - $93.8K
|
14.8K
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 18.93% |
$89.9K - $91.4K
|
11.8K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.81K+ 13.86% |
$87.2K - $88.7K
|
14.9K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.69K+ 28.08% |
$81.3K - $82.7K
|
7.71K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.69K+ 19.16% |
$81K - $82.4K
|
10.5K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.65K+ 2.1% |
$79.1K - $80.5K
|
79.9K
$1.93M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47K+ 3.14% |
$70.6K - $71.9K
|
48.3K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.42K+ 1.32% |
$68.3K - $69.5K
|
109K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.4K+ 235.92% |
$67.2K - $68.4K
|
1.99K
$48.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 15.3% |
$66.4K - $67.6K
|
10.4K
$252K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 1.12% |
$65.6K - $66.7K
|
123K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.36KNew |
$65.2K - $66.3K
|
1.36K
$32.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.32K+ 1.18% |
$63.2K - $64.3K
|
113K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.3K+ 5.52% |
$62.5K - $63.6K
|
24.9K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.09% |
$62K - $63.1K
|
120K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 5.83% |
$61.9K - $62.9K
|
23.4K
$564K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 396.7% |
$57.8K - $58.8K
|
1.51K
$36.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.14K+ 10.71% |
$55K - $55.9K
|
11.8K
$286K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.06K+ 3.85% |
$51.1K - $52K
|
28.7K
$693K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.05K+ 0.57% |
$50.6K - $51.5K
|
186K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 10.83% |
$49.7K - $50.6K
|
10.6K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1K+ 13.69% |
$48.1K - $48.9K
|
8.31K
$201K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
946+ 3.19% |
$45.5K - $46.2K
|
30.6K
$738K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
900New |
$43.3K - $44K
|
900
$21.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
885+ 2.48% |
$42.5K - $43.3K
|
36.6K
$884K
|