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 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-641- 6.0% |
$30.8K - $31.3K
|
10.1K
$243K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-662- 7.59% |
$31.8K - $32.4K
|
8.06K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-666- 18.11% |
$32K - $32.6K
|
3.01K
$72.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-672- 13.33% |
$32.3K - $32.9K
|
4.37K
$106K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-689- 2.72% |
$33.1K - $33.7K
|
24.6K
$595K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-738- 7.73% |
$35.5K - $36.1K
|
8.81K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-757- 8.1% |
$36.4K - $37K
|
8.59K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-774- 6.54% |
$37.2K - $37.8K
|
11.1K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-775- 7.59% |
$37.2K - $37.9K
|
9.43K
$228K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-789- 7.5% |
$37.9K - $38.6K
|
9.73K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-794- 2.4% |
$38.2K - $38.8K
|
32.3K
$779K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-798- 14.49% |
$38.4K - $39K
|
4.71K
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-805- 12.58% |
$38.7K - $39.4K
|
5.59K
$135K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-814- 22.47% |
$39.1K - $39.8K
|
2.81K
$67.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-822- 95.03% |
$39.5K - $40.2K
|
43
$1.04K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-900- 7.69% |
$43.3K - $44K
|
10.8K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-953- 15.94% |
$45.8K - $46.6K
|
5.03K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.01K- 13.82% |
$48.4K - $49.2K
|
6.28K
$152K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 3.54% |
$50.7K - $51.6K
|
28.7K
$694K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.09K- 4.45% |
$52.2K - $53.1K
|
23.3K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.1K- 12.36% |
$52.8K - $53.7K
|
7.78K
$188K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 2.9% |
$53.7K - $54.6K
|
37.4K
$903K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.27K- 3.57% |
$60.9K - $61.9K
|
34.3K
$828K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.35K- 1.57% |
$64.8K - $65.9K
|
84.5K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 2.51% |
$66.1K - $67.3K
|
53.5K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 7.91% |
$66.9K - $68.1K
|
16.2K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.44K- 23.99% |
$69.3K - $70.5K
|
4.57K
$110K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.5K- 3.11% |
$72.3K - $73.5K
|
46.8K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.51K- 13.87% |
$72.6K - $73.8K
|
9.37K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.52K- 11.8% |
$72.8K - $74.1K
|
11.3K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.53K- 1.64% |
$73.4K - $74.7K
|
91.8K
$2.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.59K- 1.41% |
$76.5K - $77.8K
|
112K
$2.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 92.21% |
$81.3K - $82.7K
|
143
$3.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.77K- 6.81% |
$85K - $86.4K
|
24.2K
$585K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 79.7% |
$85.1K - $86.6K
|
451
$10.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.85K- 7.34% |
$88.7K - $90.3K
|
23.3K
$563K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.89K- 29.6% |
$90.6K - $92.2K
|
4.49K
$108K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.89K- 27.74% |
$90.6K - $92.2K
|
4.91K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 3.42% |
$93.5K - $95.1K
|
54.9K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 2.45% |
$93.9K - $95.5K
|
77.9K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.98K- 2.85% |
$95.3K - $96.9K
|
67.6K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.98K- 2.85% |
$95.3K - $96.9K
|
67.6K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 28.97% |
$96.9K - $98.6K
|
4.95K
$119K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.09K- 52.23% |
$101K - $102K
|
1.91K
$46.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.23K- 1.29% |
$107K - $109K
|
170K
$4.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.29K- 94.63% |
$110K - $112K
|
130
$3.14K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.31K- 5.31% |
$111K - $113K
|
41.2K
$996K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.31K- 7.4% |
$111K - $113K
|
28.9K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.32K- 10.55% |
$111K - $113K
|
19.6K
$474K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.37K- 8.46% |
$114K - $116K
|
25.6K
$619K
|