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 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.47K- 9.92% |
$70.1K - $70.7K
|
13.3K
$322K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.47K- 5.09% |
$70.4K - $71K
|
27.5K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.54K- 42.17% |
$73.6K - $74.3K
|
2.11K
$51.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 5.54% |
$76K - $76.7K
|
27.1K
$656K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.62K- 0.87% |
$77.4K - $78.1K
|
184K
$4.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.64K- 40.6% |
$78.3K - $79K
|
2.4K
$57.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 5.39% |
$78.7K - $79.4K
|
28.9K
$699K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.68K- 2.47% |
$80K - $80.7K
|
66.2K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 15.5% |
$80.9K - $81.7K
|
9.24K
$223K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 20.57% |
$85.7K - $86.4K
|
6.93K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.8K- 1.67% |
$85.8K - $86.5K
|
106K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 24.55% |
$89.4K - $90.2K
|
5.75K
$139K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-1.87K- 1.88% |
$89.5K - $90.3K
|
97.8K
$2.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 19.64% |
$90.6K - $91.4K
|
7.76K
$187K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.91K- 9.28% |
$91.2K - $92K
|
18.7K
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.94K- 17.12% |
$92.6K - $93.5K
|
9.39K
$227K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2K- 10.61% |
$95.3K - $96.2K
|
16.8K
$406K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.06K- 32.98% |
$98.3K - $99.1K
|
4.18K
$101K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.07K- 9.28% |
$98.9K - $99.8K
|
20.2K
$489K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.15K- 24.44% |
$103K - $104K
|
6.65K
$161K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.22K- 1.05% |
$106K - $107K
|
209K
$5.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.27K- 13.68% |
$108K - $109K
|
14.3K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.32K- 6.54% |
$111K - $112K
|
33.2K
$801K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.49K- 43.63% |
$119K - $120K
|
3.21K
$77.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.59K- 4.5% |
$124K - $125K
|
54.9K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.6K- 10.05% |
$124K - $125K
|
23.3K
$562K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.6K- 9.15% |
$124K - $125K
|
25.8K
$624K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.75K- 8.51% |
$131K - $132K
|
29.5K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.84K- 17.38% |
$136K - $137K
|
13.5K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 30.03% |
$144K - $146K
|
7.04K
$170K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.06K- 2.8% |
$146K - $147K
|
106K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-3.06K- 28.41% |
$146K - $147K
|
7.71K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.1K- 1.68% |
$148K - $150K
|
182K
$4.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.12K- 7.61% |
$149K - $150K
|
37.8K
$913K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.19K- 37.12% |
$152K - $154K
|
5.4K
$130K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.46K- 31.04% |
$165K - $167K
|
7.68K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.61K- 1.45% |
$172K - $174K
|
246K
$5.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.65K- 13.59% |
$174K - $176K
|
23.2K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.83K- 31.76% |
$183K - $185K
|
8.24K
$199K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.93K- 8.36% |
$188K - $189K
|
43K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.94K- 13.64% |
$188K - $190K
|
24.9K
$602K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.97K- 7.23% |
$190K - $191K
|
50.9K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.98K- 17.91% |
$190K - $192K
|
18.2K
$441K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 43.11% |
$193K - $195K
|
5.34K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.06K- 41.75% |
$194K - $196K
|
5.67K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.1K- 44.03% |
$196K - $197K
|
5.21K
$126K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.4K- 49.22% |
$210K - $212K
|
4.54K
$110K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.42K- 39.94% |
$211K - $213K
|
6.64K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.46K- 10.61% |
$213K - $215K
|
37.5K
$907K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.55K- 50.27% |
$217K - $219K
|
4.5K
$109K
|