Purchases and Sales Made in Q4 2023 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-62.8K- 75.28% |
$2.99M - $3.04M
|
20.6K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-63.4K- 65.18% |
$3.02M - $3.07M
|
33.9K
$818K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-64.4K- 17.64% |
$3.07M - $3.12M
|
301K
$7.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-70.3K- 90.75% |
$3.35M - $3.41M
|
7.17K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71.3K- 70.44% |
$3.4M - $3.45M
|
29.9K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.4K- 36.2% |
$3.4M - $3.46M
|
126K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-72.7K- 24.34% |
$3.47M - $3.52M
|
226K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.2K- 61.09% |
$3.59M - $3.65M
|
47.9K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-76.9K- 18.16% |
$3.67M - $3.73M
|
347K
$8.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-84.3K- 72.74% |
$4.02M - $4.08M
|
31.6K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91.9K- 27.86% |
$4.38M - $4.45M
|
238K
$5.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-96.5K- 77.51% |
$4.6M - $4.67M
|
28K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-98.6K- 21.28% |
$4.7M - $4.78M
|
365K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106K- 11.29% |
$5.04M - $5.12M
|
830K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-125K- 37.43% |
$5.97M - $6.07M
|
209K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153K- 18.19% |
$7.3M - $7.42M
|
688K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-155K- 5.18% |
$7.38M - $7.5M
|
2.84M
$68.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-161K- 38.52% |
$7.69M - $7.82M
|
258K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-167K- 8.06% |
$7.95M - $8.08M
|
1.9M
$45.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-187K- 89.62% |
$8.89M - $9.04M
|
21.6K
$522K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233K- 37.05% |
$11.1M - $11.3M
|
396K
$9.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-282K- 36.8% |
$13.4M - $13.6M
|
484K
$11.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-315K- 40.47% |
$15M - $15.3M
|
464K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-697K- 74.18% |
$33.2M - $33.8M
|
242K
$5.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-897K- 37.16% |
$42.7M - $43.4M
|
1.52M
$36.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.33M- 98.38% |
$63.2M - $64.3M
|
21.9K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.06M- 17.31% |
$98.3M - $99.9M
|
9.86M
$238M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.3M- 10.63% |
$205M - $208M
|
36.1M
$873M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.4M- 34.66% |
$2.02B - $2.06B
|
80M
$1.93B
|