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 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.41K- 5.87% |
$116K - $118K
|
38.6K
$934K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-2.49K- 2.38% |
$120K - $122K
|
102K
$2.47M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.72K- 1.27% |
$131K - $133K
|
211K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.83K- 50.97% |
$136K - $138K
|
2.72K
$65.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.92K- 29.69% |
$140K - $143K
|
6.92K
$167K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.97K- 11.68% |
$143K - $145K
|
22.5K
$543K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 15.63% |
$153K - $156K
|
17.2K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.32K- 12.94% |
$159K - $162K
|
22.3K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.46K- 7.62% |
$166K - $169K
|
42K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.96K- 13.26% |
$190K - $193K
|
25.9K
$625K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-4K- 15.26% |
$192K - $196K
|
22.2K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.05K- 3.48% |
$194K - $198K
|
112K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-4.05K- 12.3% |
$195K - $198K
|
28.9K
$697K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.06K- 11.53% |
$195K - $198K
|
31.1K
$752K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.08K- 17.49% |
$196K - $199K
|
19.2K
$465K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.1K- 5.09% |
$197K - $200K
|
76.3K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.13K- 9.22% |
$198K - $202K
|
40.6K
$981K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-4.2K- 16.53% |
$202K - $205K
|
21.2K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.25K- 46.22% |
$204K - $208K
|
4.94K
$119K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.58K- 7.37% |
$220K - $224K
|
57.5K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.59K- 23.82% |
$221K - $225K
|
14.7K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.61K- 37.68% |
$221K - $225K
|
7.62K
$184K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-4.74K- 4.54% |
$228K - $232K
|
99.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.78K- 2.82% |
$230K - $234K
|
164K
$3.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.83K- 10.56% |
$232K - $236K
|
40.9K
$989K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.18K- 98.46% |
$249K - $253K
|
81
$1.96K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.21K- 2.96% |
$251K - $255K
|
171K
$4.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.5K- 18.61% |
$264K - $269K
|
24.1K
$581K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.51K- 2.62% |
$265K - $269K
|
205K
$4.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-5.62K- 26.36% |
$270K - $275K
|
15.7K
$379K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.9K- 8.69% |
$284K - $288K
|
62K
$1.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.98K- 11.71% |
$287K - $292K
|
45K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.21K- 43.91% |
$299K - $304K
|
7.94K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.3K- 9.89% |
$303K - $308K
|
57.4K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.39K- 10.86% |
$307K - $312K
|
52.4K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-6.48K- 43.21% |
$311K - $317K
|
8.51K
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6.78K- 11.43% |
$326K - $332K
|
52.5K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.18K- 2.12% |
$345K - $351K
|
332K
$8.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.72K- 12.68% |
$371K - $378K
|
53.2K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.82K- 8.57% |
$376K - $382K
|
83.4K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-8.24K- 6.85% |
$396K - $403K
|
112K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.3K- 32.01% |
$399K - $406K
|
17.6K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.31K- 7.22% |
$399K - $406K
|
107K
$2.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-8.33K- 43.61% |
$400K - $407K
|
10.8K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-8.4K- 43.45% |
$404K - $411K
|
10.9K
$264K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.54KClosed |
$410K - $418K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.83K- 10.56% |
$424K - $432K
|
74.8K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-9.04K- 27.01% |
$434K - $442K
|
24.4K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-9.53K- 26.13% |
$458K - $466K
|
27K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.57K- 37.34% |
$460K - $468K
|
16.1K
$388K
|