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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-420- 87.5% |
$20.1K - $20.2K
|
60
$1.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-447- 5.25% |
$21.4K - $21.5K
|
8.06K
$195K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-450- 5.69% |
$21.5K - $21.7K
|
7.46K
$180K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-456- 5.08% |
$21.8K - $22K
|
8.53K
$206K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-459- 0.61% |
$21.9K - $22.1K
|
74.4K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-464- 2.17% |
$22.2K - $22.4K
|
20.9K
$504K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-464- 9.25% |
$22.2K - $22.4K
|
4.55K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-470- 0.44% |
$22.5K - $22.7K
|
106K
$2.57M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-540- 2.26% |
$25.8K - $26K
|
23.4K
$564K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-574- 11.39% |
$27.4K - $27.7K
|
4.47K
$108K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-576- 3.55% |
$27.5K - $27.8K
|
15.6K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-599- 5.51% |
$28.6K - $28.9K
|
10.3K
$248K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-607- 9.4% |
$29K - $29.3K
|
5.85K
$141K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-613- 3.49% |
$29.3K - $29.5K
|
16.9K
$409K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-617- 44.61% |
$29.5K - $29.7K
|
766
$18.5K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-629- 0.38% |
$30.1K - $30.3K
|
163K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-630- 0.62% |
$30.1K - $30.4K
|
102K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-631- 5.84% |
$30.1K - $30.4K
|
10.2K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-641- 0.57% |
$30.6K - $30.9K
|
111K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-647- 8.26% |
$30.9K - $31.2K
|
7.19K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-648- 92.7% |
$31K - $31.2K
|
51
$1.23K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-658- 1.28% |
$31.4K - $31.7K
|
50.6K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-680- 3.68% |
$32.5K - $32.8K
|
17.8K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-754- 3.96% |
$36K - $36.3K
|
18.3K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-758- 37.32% |
$36.2K - $36.5K
|
1.27K
$30.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-762- 4.32% |
$36.4K - $36.7K
|
16.9K
$408K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-772- 8.29% |
$36.9K - $37.2K
|
8.54K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-775- 37.69% |
$37K - $37.4K
|
1.28K
$30.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-808- 0.49% |
$38.6K - $38.9K
|
163K
$3.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-880- 58.47% |
$42K - $42.4K
|
625
$15.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-925- 7.96% |
$44.2K - $44.6K
|
10.7K
$258K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-932- 3.88% |
$44.5K - $44.9K
|
23.1K
$558K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-966- 2.5% |
$46.2K - $46.6K
|
37.7K
$910K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-979- 15.85% |
$46.8K - $47.2K
|
5.2K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-980- 12.71% |
$46.8K - $47.2K
|
6.73K
$163K
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.02K- 6.4% |
$48.7K - $49.1K
|
14.9K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.03K- 4.14% |
$49.2K - $49.6K
|
23.8K
$576K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 13.9% |
$49.3K - $49.7K
|
6.39K
$154K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.04K- 7.31% |
$49.7K - $50.1K
|
13.2K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 6.29% |
$51.6K - $52.1K
|
16.1K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 11.78% |
$53.1K - $53.6K
|
8.32K
$201K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.13K- 5.77% |
$54.1K - $54.6K
|
18.5K
$447K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.22K- 12.45% |
$58.4K - $58.9K
|
8.6K
$208K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 3.61% |
$64.4K - $64.9K
|
36K
$870K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.37K- 2.82% |
$65.5K - $66.1K
|
47.2K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 22.08% |
$66.3K - $66.9K
|
4.89K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.39K- 7.24% |
$66.6K - $67.1K
|
17.8K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 2.6% |
$67.8K - $68.3K
|
53.1K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.43K- 6.03% |
$68.5K - $69.1K
|
22.3K
$540K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.46K- 8.15% |
$69.9K - $70.5K
|
16.5K
$399K
|