Purchases and Sales Made in Q2 2023 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
881
+ 9.59%
$42.3K - $43.1K
10.1K $243K
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
761
+ 1.66%
$36.6K - $37.2K
46.6K $1.13M
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
723
+ 2.52%
$34.7K - $35.3K
29.4K $711K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
699
New
$33.6K - $34.2K
699 $16.9K
Jul 31, 2023 Q2 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
653
+ 8.59%
$31.4K - $31.9K
8.26K $199K
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
648
+ 0.65%
$31.1K - $31.7K
101K $2.43M
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
639
+ 0.44%
$30.7K - $31.2K
147K $3.54M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
618
+ 43.74%
$29.7K - $30.2K
2.03K $49.1K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
617
+ 7.38%
$29.7K - $30.2K
8.98K $217K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
616
+ 30.29%
$29.6K - $30.1K
2.65K $64K
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
590
+ 1.23%
$28.4K - $28.8K
48.6K $1.17M
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
542
+ 8.57%
$26K - $26.5K
6.87K $166K
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

BUY
 -
510
+ 0.15%
$24.5K - $24.9K
342K $8.27M
Jan 15, 2025 Q2 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
505
+ 10.39%
$24.3K - $24.7K
5.37K $130K
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
466
+ 2.64%
$22.4K - $22.8K
18.1K $438K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
458
New
$22K - $22.4K
458 $11.1K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
435
+ 1.03%
$20.9K - $21.3K
42.7K $1.03M
Jul 19, 2023 Q2 2023
Ahl Investment Management, Inc.

BUY
 -
435
+ 0.58%
$20.9K - $21.3K
74.9K $1.81M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
422
New
$20.3K - $20.6K
422 $10.2K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
418
+ 1.19%
$20.1K - $20.4K
35.5K $858K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
416
+ 0.9%
$20K - $20.3K
46.8K $1.13M
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
391
+ 4.03%
$18.8K - $19.1K
10.1K $244K
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
390
New
$18.7K - $19.1K
390 $9.42K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
364
New
$17.5K - $17.8K
364 $8.79K
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
317
+ 0.89%
$15.2K - $15.5K
35.7K $864K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
310
+ 1.74%
$14.9K - $15.2K
18.1K $438K
Aug 08, 2023 Q2 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
301
+ 0.77%
$14.5K - $14.7K
39.2K $946K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
297
+ 3.38%
$14.3K - $14.5K
9.09K $220K
Jul 11, 2023 Q2 2023
Ledge Wealth Management, Inc.

BUY
 -
288
+ 0.64%
$13.8K - $14.1K
45.3K $1.1M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
285
+ 7.51%
$13.7K - $13.9K
4.08K $98.5K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
270
+ 5.26%
$13K - $13.2K
5.41K $131K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
263
New
$12.6K - $12.9K
263 $6.35K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
252
+ 0.15%
$12.1K - $12.3K
164K $3.97M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
252
+ 6.32%
$12.1K - $12.3K
4.24K $102K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
230
+ 6.23%
$11.1K - $11.2K
3.92K $94.7K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
196
New
$9.42K - $9.58K
196 $4.74K
Jul 21, 2023 Q2 2023
Friedenthal Financial

BUY
 -
167
+ 1.46%
$8.03K - $8.16K
11.6K $281K
Jul 18, 2023 Q2 2023
Landmark Financial Advisors, LLC

BUY
 -
166
+ 2.06%
$7.98K - $8.12K
8.24K $199K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
162
+ 0.59%
$7.79K - $7.92K
27.8K $673K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
161
+ 25.16%
$7.74K - $7.87K
801 $19.4K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
155
+ 0.57%
$7.45K - $7.58K
27.1K $655K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
117
+ 0.66%
$5.62K - $5.72K
18K $434K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
117
+ 1.55%
$5.62K - $5.72K
7.65K $185K
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
116
+ 1.25%
$5.57K - $5.67K
9.37K $226K
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
115
+ 2.32%
$5.53K - $5.62K
5.08K $123K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
111
+ 0.59%
$5.33K - $5.43K
19K $459K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
104
+ 0.75%
$5K - $5.08K
13.9K $336K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
102
New
$4.9K - $4.99K
102 $2.46K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
98
New
$4.71K - $4.79K
98 $2.37K

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