Purchases and Sales Made in Q3 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.06M+ 583.8% |
$98.4M - $99.3M
|
2.41M
$58.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
921KNew |
$44M - $44.4M
|
921K
$22.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
697K+ 287.31% |
$33.3M - $33.6M
|
939K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
696K+ 286.25% |
$33.3M - $33.5M
|
939K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
549K+ 64.53% |
$26.2M - $26.4M
|
1.4M
$33.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
491KNew |
$23.5M - $23.7M
|
491K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
463KNew |
$22.1M - $22.3M
|
463K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
429K+ 26.2% |
$20.5M - $20.7M
|
2.07M
$49.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
377K+ 1284.1% |
$18M - $18.2M
|
407K
$9.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
364K+ 2909.11% |
$17.4M - $17.5M
|
376K
$9.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
330K+ 32976.4% |
$15.8M - $15.9M
|
331K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
323K+ 97.51% |
$15.5M - $15.6M
|
655K
$15.8M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
259K+ 14.29% |
$12.4M - $12.5M
|
2.07M
$49.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250K+ 312.87% |
$11.9M - $12.1M
|
330K
$7.95M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
238K+ 44.03% |
$11.4M - $11.5M
|
779K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
211K+ 3.27% |
$10.1M - $10.2M
|
6.67M
$161M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
193KNew |
$9.23M - $9.31M
|
193K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
192K+ 92.95% |
$9.17M - $9.25M
|
399K
$9.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
190KNew |
$9.09M - $9.17M
|
190K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
174K+ 746.5% |
$8.31M - $8.38M
|
197K
$4.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
170K+ 605.39% |
$8.12M - $8.19M
|
198K
$4.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
146K+ 1594.09% |
$6.96M - $7.02M
|
155K
$3.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
133KNew |
$6.36M - $6.42M
|
133K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
127KNew |
$6.08M - $6.14M
|
127K
$3.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
122KNew |
$5.81M - $5.86M
|
122K
$2.93M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98.1K+ 39.43% |
$4.69M - $4.73M
|
347K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
95.8K+ 75.85% |
$4.58M - $4.62M
|
222K
$5.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
93.7K+ 69.58% |
$4.48M - $4.51M
|
228K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
93.4K+ 300.12% |
$4.46M - $4.5M
|
124K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
86.8K+ 50.82% |
$4.15M - $4.18M
|
257K
$6.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.1K+ 113.46% |
$3.97M - $4.01M
|
156K
$3.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
82.8K+ 7.94% |
$3.96M - $3.99M
|
1.13M
$27.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72.2K+ 7.34% |
$3.45M - $3.48M
|
1.06M
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62K+ 7.1% |
$2.96M - $2.99M
|
936K
$22.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
62K+ 26.19% |
$2.96M - $2.99M
|
299K
$7.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
55.2K+ 150.64% |
$2.64M - $2.66M
|
91.8K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
53.9K+ 34.05% |
$2.58M - $2.6M
|
212K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.7K+ 17.81% |
$2.56M - $2.59M
|
355K
$8.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
51.1K+ 193.21% |
$2.44M - $2.46M
|
77.5K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
50.5K+ 222.17% |
$2.41M - $2.43M
|
73.2K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8K+ 32265.47% |
$2.14M - $2.16M
|
45K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.2KNew |
$1.97M - $1.98M
|
41.2K
$992K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.9K+ 30.4% |
$1.91M - $1.92M
|
171K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.4K+ 1.64% |
$1.79M - $1.8M
|
2.31M
$55.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36.4KNew |
$1.74M - $1.75M
|
36.4K
$877K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
35.5K+ 73.06% |
$1.69M - $1.71M
|
84K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
35.2K+ 23.29% |
$1.68M - $1.7M
|
187K
$4.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
34.7K+ 65.98% |
$1.66M - $1.67M
|
87.2K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
33.5K+ 4.23% |
$1.6M - $1.62M
|
827K
$19.9M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
31.6K+ 6.34% |
$1.51M - $1.52M
|
529K
$12.8M
|