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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
53+ 1.76% |
$2.53K - $2.55K
|
3.07K
$73.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
50+ 1.06% |
$2.39K - $2.41K
|
4.76K
$115K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
41+ 0.54% |
$1.96K - $1.98K
|
7.7K
$186K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
37+ 1.02% |
$1.77K - $1.78K
|
3.68K
$88.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.67K - $1.69K
|
35
$844
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
34New |
$1.62K - $1.64K
|
34
$820
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 33.67% |
$1.58K - $1.59K
|
131
$3.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.53K - $1.54K
|
32
$772
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
21+ 0.14% |
$1K - $1.01K
|
14.9K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.56% |
$573 - $578
|
2.17K
$52.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.03% |
$95.6 - $96.4
|
6.92K
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$47.8 - $48.2
|
4.73K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1+ 0.02% |
$47.8 - $48.2
|
5.6K
$135K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$47.8 - $48.2
|
10.1K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.43% |
$47.8 - $48.2
|
71
$1.71K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 1.28% |
$95.6 - $96.4
|
154
$3.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-11- 0.07% |
$526 - $530
|
14.7K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 0.63% |
$526 - $530
|
1.74K
$41.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13- 0.05% |
$621 - $627
|
28K
$674K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-19- 0.23% |
$908 - $916
|
8.17K
$197K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 2.53% |
$1.67K - $1.69K
|
1.35K
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 2.53% |
$1.67K - $1.69K
|
1.35K
$32.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-47- 1.96% |
$2.25K - $2.27K
|
2.35K
$56.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-54- 1.24% |
$2.58K - $2.6K
|
4.32K
$104K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-55Closed |
$2.63K - $2.65K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-67- 0.51% |
$3.2K - $3.23K
|
13.2K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-87- 50.58% |
$4.16K - $4.19K
|
85
$2.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-93- 0.67% |
$4.44K - $4.48K
|
13.8K
$333K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-96- 2.18% |
$4.59K - $4.63K
|
4.3K
$104K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.58% |
$4.78K - $4.82K
|
17.1K
$412K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-144- 54.75% |
$6.88K - $6.94K
|
119
$2.87K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 38.46% |
$7.17K - $7.23K
|
240
$5.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 1.79% |
$7.41K - $7.47K
|
8.52K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-155- 1.88% |
$7.41K - $7.47K
|
8.09K
$195K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-156- 1.71% |
$7.45K - $7.52K
|
8.97K
$216K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-191- 1.9% |
$9.13K - $9.21K
|
9.86K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-223- 8.19% |
$10.7K - $10.7K
|
2.5K
$60.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-231- 27.3% |
$11K - $11.1K
|
615
$14.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-240- 2.56% |
$11.5K - $11.6K
|
9.13K
$220K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-247- 3.0% |
$11.8K - $11.9K
|
8K
$193K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-250- 2.37% |
$11.9K - $12.1K
|
10.3K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-263- 0.56% |
$12.6K - $12.7K
|
46.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-270- 3.93% |
$12.9K - $13K
|
6.6K
$159K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 5.69% |
$13.4K - $13.5K
|
4.66K
$112K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-317- 3.93% |
$15.1K - $15.3K
|
7.75K
$187K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-327- 5.86% |
$15.6K - $15.8K
|
5.26K
$127K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-354- 0.43% |
$16.9K - $17.1K
|
81.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-356- 97.8% |
$17K - $17.2K
|
8
$193
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-381- 6.23% |
$18.2K - $18.4K
|
5.74K
$138K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-382- 0.5% |
$18.3K - $18.4K
|
75.9K
$1.83M
|