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
Oct 10, 2023 Q3 2023
Anderson Hoagland & CO

BUY
 -
10.8K
+ 109.79%
$516K - $521K
20.6K $499K
Nov 14, 2023 Q3 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
10.6K
New
$504K - $509K
10.6K $255K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
10.3K
New
$494K - $498K
10.3K $250K
Nov 07, 2023 Q3 2023
Jackson Thornton Asset Management, LLC

BUY
 -
10.1K
New
$484K - $488K
10.1K $245K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.76K
+ 116.01%
$466K - $470K
18.2K $439K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.61K
New
$459K - $463K
9.61K $232K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
9.51K
New
$454K - $458K
9.51K $230K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
9.5K
+ 9.74%
$454K - $458K
107K $2.59M
Oct 05, 2023 Q3 2023
Guardian Financial Partners, LLC

BUY
 -
9.18K
New
$439K - $443K
9.18K $222K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
8.83K
New
$422K - $425K
8.83K $213K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
8.72K
+ 10.37%
$417K - $420K
92.8K $2.24M
Nov 14, 2023 Q3 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
8.7K
New
$416K - $419K
8.7K $210K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
8.61K
+ 5.05%
$412K - $415K
179K $4.33M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
8.58K
+ 7.26%
$410K - $413K
127K $3.06M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
8.54K
New
$408K - $412K
8.54K $206K
Oct 30, 2023 Q3 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
8.06K
+ 0.6%
$385K - $388K
1.35M $32.6M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
7.89K
New
$377K - $380K
7.89K $191K
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

BUY
 -
7.84K
New
$375K - $378K
7.84K $189K
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
6.94K
New
$332K - $335K
6.94K $168K
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
6.83K
New
$326K - $329K
6.83K $165K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.65K
+ 136.87%
$318K - $320K
11.5K $278K
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

BUY
 -
6.42K
+ 3.14%
$307K - $309K
211K $5.1M
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
6.16K
+ 25.43%
$294K - $297K
30.4K $734K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
6.12K
+ 4.59%
$292K - $295K
139K $3.37M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
6.06K
+ 79.21%
$290K - $292K
13.7K $331K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
5.38K
New
$257K - $260K
5.38K $130K
Nov 13, 2023 Q3 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
5.23K
New
$250K - $252K
5.23K $126K
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
5.13K
+ 6.29%
$245K - $247K
86.7K $2.09M
Oct 10, 2023 Q3 2023
Dbk Financial Counsel, LLC

BUY
 -
5.09K
+ 4.94%
$243K - $245K
108K $2.61M
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
4.78K
+ 5.16%
$228K - $230K
97.2K $2.35M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
4.69K
New
$224K - $226K
4.69K $113K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
4.67K
New
$223K - $225K
4.67K $113K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
4.65K
New
$222K - $224K
4.65K $112K
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

BUY
 -
4.56K
+ 10.05%
$218K - $220K
49.9K $1.21M
Oct 17, 2023 Q3 2023
New Hampshire Trust

Concord, NH
BUY
 -
4.55K
New
$218K - $220K
4.55K $110K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
4.32K
+ 56.03%
$206K - $208K
12K $291K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
4.27K
New
$204K - $206K
4.27K $103K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
4.16K
+ 35.36%
$199K - $200K
15.9K $384K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
3.67K
+ 4.71%
$176K - $177K
81.6K $1.97M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
3.56K
+ 24.16%
$170K - $172K
18.3K $442K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
3.39K
+ 0.64%
$162K - $163K
531K $12.8M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
3.38K
+ 8.1%
$161K - $163K
45K $1.09M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
3.37K
+ 21.46%
$161K - $162K
19.1K $460K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.37K
+ 18.65%
$161K - $162K
21.4K $517K
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
3.32K
+ 38.44%
$159K - $160K
12K $289K
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
3.26K
+ 1.04%
$156K - $157K
315K $7.62M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
3.22K
+ 6.14%
$154K - $155K
55.7K $1.34M
Oct 19, 2023 Q3 2023
Lindenwold Advisors

BUY
 -
3.08K
+ 9.11%
$147K - $148K
36.9K $891K
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.9K
+ 0.88%
$139K - $140K
335K $8.09M

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