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 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.9K+ 0.88% |
$139K - $140K
|
335K
$8.06M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.87K+ 0.58% |
$137K - $138K
|
499K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.83K+ 7.42% |
$135K - $136K
|
41K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.69K+ 9.39% |
$129K - $130K
|
31.4K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.51K+ 2.52% |
$120K - $121K
|
102K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.51K+ 23.17% |
$120K - $121K
|
13.4K
$322K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.33K+ 17.67% |
$111K - $112K
|
15.5K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.31K+ 8.71% |
$110K - $111K
|
28.8K
$693K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.22K+ 1.74% |
$106K - $107K
|
130K
$3.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.13K+ 75.9% |
$102K - $103K
|
4.94K
$119K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
2.04K+ 0.65% |
$97.6K - $98.4K
|
318K
$7.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.03K+ 3.54% |
$96.9K - $97.8K
|
59.4K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 32.02% |
$94.7K - $95.6K
|
8.18K
$197K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.92K+ 5.6% |
$91.6K - $92.4K
|
36.2K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.88K+ 10.89% |
$89.7K - $90.5K
|
19.1K
$461K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.86K+ 18.47% |
$89K - $89.8K
|
11.9K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.79K+ 6.07% |
$85.3K - $86.1K
|
31.2K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$84.6K - $85.3K
|
1.77K
$42.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.73K+ 1.41% |
$82.6K - $83.3K
|
125K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 15.65% |
$79.1K - $79.8K
|
12.2K
$295K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.63K+ 1.45% |
$77.6K - $78.3K
|
114K
$2.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.62K+ 3381.25% |
$77.5K - $78.2K
|
1.67K
$40.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
1.54K+ 20.55% |
$73.4K - $74K
|
9.01K
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.5K+ 8.42% |
$71.8K - $72.4K
|
19.3K
$466K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.49K+ 2.41% |
$71.4K - $72K
|
63.5K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.37K+ 7.78% |
$65.6K - $66.1K
|
19K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.36K+ 7.02% |
$65.1K - $65.6K
|
20.8K
$500K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.18K+ 13.76% |
$56.3K - $56.8K
|
9.75K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.17K+ 3.08% |
$55.9K - $56.4K
|
39.2K
$944K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.16K+ 3.24% |
$55.3K - $55.8K
|
36.8K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.14K+ 4.22% |
$54.3K - $54.8K
|
28.1K
$677K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 10.73% |
$53.4K - $53.8K
|
11.5K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 53.37% |
$52.6K - $53K
|
3.16K
$76.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.05K+ 15.24% |
$50K - $50.4K
|
7.91K
$191K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
967+ 9.68% |
$46.2K - $46.6K
|
11K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
906+ 3.65% |
$43.3K - $43.7K
|
25.8K
$620K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
786New |
$37.6K - $37.9K
|
786
$18.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
786New |
$37.6K - $37.9K
|
786
$18.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
756+ 3.79% |
$36.1K - $36.4K
|
20.7K
$499K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
753+ 0.75% |
$36K - $36.3K
|
101K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
725+ 4.51% |
$34.6K - $34.9K
|
16.8K
$404K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
709+ 12.46% |
$33.9K - $34.2K
|
6.4K
$154K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
704+ 3.88% |
$33.6K - $33.9K
|
18.8K
$454K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
690+ 44.69% |
$33K - $33.3K
|
2.23K
$53.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
662+ 4.48% |
$31.6K - $31.9K
|
15.4K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
639+ 3.96% |
$30.5K - $30.8K
|
16.8K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
613New |
$29.3K - $29.5K
|
613
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
582New |
$27.8K - $28.1K
|
582
$14K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
558+ 3.78% |
$26.7K - $26.9K
|
15.3K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
557+ 1.41% |
$26.6K - $26.8K
|
40K
$964K
|