Purchases and Sales Made in Q3 2023 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
30.9K
New
$1.48M - $1.49M
30.9K $744K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
28K
+ 2.41%
$1.34M - $1.35M
1.19M $28.7M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
27.7K
+ 43.48%
$1.32M - $1.34M
91.4K $2.2M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
25.4K
+ 30.39%
$1.21M - $1.22M
109K $2.62M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
25.1K
+ 7.38%
$1.2M - $1.21M
365K $8.79M
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
24.5K
+ 66.88%
$1.17M - $1.18M
61.1K $1.47M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
24.1K
+ 26.3%
$1.15M - $1.16M
116K $2.79M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
23.9K
New
$1.14M - $1.15M
23.9K $576K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
23.5K
New
$1.12M - $1.13M
23.5K $567K
Nov 03, 2023 Q3 2023
United Capital Management Of Ks, Inc.

BUY
 -
23.3K
+ 4.11%
$1.11M - $1.12M
590K $14.2M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
22.9K
New
$1.09M - $1.1M
22.9K $552K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
22.1K
+ 2.7%
$1.06M - $1.07M
842K $20.3M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
21.8K
+ 71.21%
$1.04M - $1.05M
52.3K $1.26M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
21.3K
+ 473.85%
$1.02M - $1.02M
25.7K $620K
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
20.9K
New
$996K - $1M
20.9K $502K
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
20.8K
+ 31.71%
$994K - $1M
86.4K $2.08M
Nov 09, 2023 Q3 2023
Econ Financial Services Corp

BUY
 -
20.4K
New
$973K - $981K
20.4K $490K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
20K
+ 370.33%
$957K - $965K
25.4K $613K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
19.9K
+ 10.63%
$951K - $959K
207K $4.99M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
19.6K
+ 387.3%
$934K - $942K
24.6K $593K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
19.5K
+ 29.13%
$931K - $939K
86.3K $2.08M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
19.1K
+ 61.05%
$912K - $920K
50.3K $1.21M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
19K
+ 104.86%
$908K - $916K
37.1K $895K
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
18.3K
+ 5.34%
$873K - $880K
360K $8.68M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
18K
+ 6.92%
$861K - $869K
279K $6.71M
Nov 03, 2023 Q3 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
17.7K
+ 5.42%
$846K - $853K
345K $8.3M
Nov 02, 2023 Q3 2023
West Coast Financial LLC

BUY
 -
17K
+ 4.7%
$810K - $817K
378K $9.1M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
16.7K
+ 4.89%
$799K - $806K
358K $8.63M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
16.4K
+ 3.67%
$783K - $790K
463K $11.2M
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
16K
+ 19.67%
$767K - $773K
97.6K $2.35M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
15K
New
$719K - $725K
15K $362K
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
14.8K
New
$707K - $713K
14.8K $356K
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
14.1K
+ 14.07%
$672K - $678K
114K $2.75M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
13.5K
+ 19.74%
$645K - $651K
82K $1.97M
Nov 14, 2023 Q3 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
13.5K
+ 10.73%
$643K - $649K
139K $3.35M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
13K
+ 52.64%
$620K - $625K
37.6K $906K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
12.8K
+ 23.94%
$613K - $618K
66.4K $1.6M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
12.8K
New
$613K - $618K
12.8K $309K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
12.6K
+ 2.04%
$602K - $607K
629K $15.2M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
12.5K
New
$598K - $603K
12.5K $302K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
12.4K
+ 14.24%
$593K - $599K
99.6K $2.4M
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
12.4K
+ 8669.23%
$592K - $598K
12.5K $302K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
12.3K
+ 50.53%
$590K - $595K
36.8K $886K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
12.1K
+ 3.91%
$579K - $584K
322K $7.75M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
11.8K
+ 74.13%
$563K - $568K
27.7K $667K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
11.6K
+ 14.74%
$554K - $559K
90.3K $2.18M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
11.5K
+ 25.61%
$551K - $556K
56.6K $1.36M
Oct 12, 2023 Q3 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
11.4K
New
$546K - $551K
11.4K $275K
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
11.2K
New
$536K - $540K
11.2K $270K

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