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
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 12.36% |
$1.11M - $1.12M
|
164K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.8K- 21.23% |
$1.14M - $1.15M
|
88.4K
$2.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.5K- 7.79% |
$1.17M - $1.18M
|
290K
$6.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25K- 31.13% |
$1.2M - $1.21M
|
55.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.3K- 98.1% |
$1.3M - $1.32M
|
529
$12.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29.6K- 30.43% |
$1.42M - $1.43M
|
67.7K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30.2K- 84.82% |
$1.44M - $1.46M
|
5.41K
$130K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-31.9K- 10.33% |
$1.52M - $1.54M
|
277K
$6.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-32K- 7.23% |
$1.53M - $1.54M
|
410K
$9.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-33.4K- 36.3% |
$1.59M - $1.61M
|
58.5K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33.6K- 82.08% |
$1.61M - $1.62M
|
7.35K
$177K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-34.6K- 68.61% |
$1.65M - $1.67M
|
15.8K
$381K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-34.7K- 29.41% |
$1.66M - $1.67M
|
83.4K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-36.3K- 73.81% |
$1.74M - $1.75M
|
12.9K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36.5K- 11.35% |
$1.74M - $1.76M
|
285K
$6.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37.4K- 52.06% |
$1.79M - $1.8M
|
34.5K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42.4K- 51.03% |
$2.02M - $2.04M
|
40.6K
$979K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-47.3K- 44.09% |
$2.26M - $2.28M
|
60K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48.9K- 68.23% |
$2.34M - $2.36M
|
22.8K
$548K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-49.5K- 20.39% |
$2.37M - $2.39M
|
193K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-51.9K- 22.09% |
$2.48M - $2.5M
|
183K
$4.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-55.4K- 19.02% |
$2.65M - $2.67M
|
236K
$5.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.7K- 11.99% |
$2.76M - $2.78M
|
424K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-62.6K- 48.86% |
$2.99M - $3.02M
|
65.5K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.7K- 11.32% |
$4.67M - $4.71M
|
765K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101K- 61.65% |
$4.84M - $4.89M
|
63.1K
$1.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-112K- 72.11% |
$5.37M - $5.42M
|
43.5K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-115K- 89.73% |
$5.5M - $5.54M
|
13.2K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 53.64% |
$5.51M - $5.56M
|
99.7K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 10.14% |
$6.38M - $6.44M
|
1.18M
$28.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-137K- 59.06% |
$6.53M - $6.59M
|
94.7K
$2.28M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-137K- 59.06% |
$6.53M - $6.59M
|
94.7K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-193K- 21.74% |
$9.2M - $9.28M
|
693K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-216K- 6.73% |
$10.3M - $10.4M
|
2.99M
$72M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-224K- 32.71% |
$10.7M - $10.8M
|
460K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-240K- 24.74% |
$11.5M - $11.6M
|
730K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-247K- 0.61% |
$11.8M - $11.9M
|
40.4M
$974M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-258K- 52.98% |
$12.3M - $12.4M
|
229K
$5.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-308K- 42.38% |
$14.7M - $14.9M
|
419K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-399K- 10.03% |
$19.1M - $19.2M
|
3.58M
$86.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-437K- 55.97% |
$20.9M - $21.1M
|
344K
$8.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-854K- 99.93% |
$40.8M - $41.1M
|
633
$15.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.57M- 95.75% |
$75.2M - $75.9M
|
69.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.17M- 15.37% |
$103M - $104M
|
11.9M
$287M
|