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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93+ 1.12% |
$4.47K - $4.55K
|
8.41K
$203K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81+ 0.66% |
$3.89K - $3.96K
|
12.3K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
81+ 0.89% |
$3.89K - $3.96K
|
9.16K
$221K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
79+ 0.97% |
$3.8K - $3.86K
|
8.24K
$199K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.24% |
$3.12K - $3.18K
|
27.2K
$656K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
64+ 1.37% |
$3.08K - $3.13K
|
4.73K
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 0.09% |
$2.88K - $2.93K
|
67.8K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57New |
$2.74K - $2.79K
|
57
$1.38K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
55+ 0.9% |
$2.64K - $2.69K
|
6.17K
$149K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55New |
$2.64K - $2.69K
|
55
$1.33K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55+ 0.26% |
$2.64K - $2.69K
|
21.3K
$516K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 6.91% |
$2.21K - $2.25K
|
712
$17.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
45+ 0.46% |
$2.16K - $2.2K
|
9.83K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
44+ 0.19% |
$2.11K - $2.15K
|
23.8K
$574K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
40+ 0.33% |
$1.92K - $1.96K
|
12K
$291K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
36+ 0.23% |
$1.73K - $1.76K
|
15.6K
$376K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
34+ 0.21% |
$1.63K - $1.66K
|
16.6K
$401K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
33+ 0.76% |
$1.59K - $1.61K
|
4.37K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32+ 0.88% |
$1.54K - $1.56K
|
3.65K
$88.3K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
32+ 0.89% |
$1.54K - $1.56K
|
3.64K
$88K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32New |
$1.54K - $1.56K
|
32
$773
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28+ 0.6% |
$1.35K - $1.37K
|
4.67K
$113K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 0.67% |
$1.3K - $1.32K
|
4.03K
$97.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.41% |
$1.2K - $1.22K
|
6.18K
$149K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
22+ 0.21% |
$1.06K - $1.08K
|
10.6K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22New |
$1.06K - $1.08K
|
22
$532
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.35% |
$1.06K - $1.08K
|
6.24K
$151K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
19+ 0.34% |
$913 - $929
|
5.58K
$135K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.23% |
$577 - $587
|
5.32K
$128K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
12+ 0.23% |
$577 - $587
|
5.32K
$128K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$577 - $587
|
12
$290
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11+ 0.1% |
$529 - $538
|
11.1K
$269K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.28% |
$288 - $293
|
2.15K
$52K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4+ 0.05% |
$192 - $196
|
8.65K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$96.1 - $97.8
|
5.7K
$138K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$96.1 - $97.8
|
10.1K
$244K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$48.1 - $48.9
|
31
$749
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.18% |
$48.1 - $48.9
|
86
$2.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.04% |
$48.1 - $48.9
|
48
$1.16K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 5.45% |
$288 - $293
|
104
$2.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8- 4.88% |
$384 - $391
|
156
$3.77K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.03% |
$529 - $538
|
32.8K
$791K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$529 - $538
|
9.31K
$225K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 3.16% |
$1.2K - $1.22K
|
765
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25- 0.31% |
$1.2K - $1.22K
|
7.97K
$193K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-31- 0.19% |
$1.49K - $1.52K
|
16.1K
$390K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-33- 0.58% |
$1.59K - $1.61K
|
5.69K
$137K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-35- 0.6% |
$1.68K - $1.71K
|
5.84K
$141K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-39- 0.56% |
$1.87K - $1.91K
|
6.92K
$167K
|