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 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.8K+ 162.97% |
$1.61M - $1.64M
|
54.6K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
33.7K+ 698.32% |
$1.61M - $1.63M
|
38.5K
$931K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33KNew |
$1.57M - $1.6M
|
33K
$798K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
32.4K+ 35.28% |
$1.54M - $1.57M
|
124K
$3M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
31.7K+ 13.19% |
$1.51M - $1.54M
|
272K
$6.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
31.3K+ 6.79% |
$1.49M - $1.51M
|
492K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
30.5KNew |
$1.45M - $1.48M
|
30.5K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
29.6K+ 71.85% |
$1.41M - $1.43M
|
70.8K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.4K+ 115.61% |
$1.4M - $1.42M
|
54.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 17.81% |
$1.39M - $1.41M
|
192K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 42.81% |
$1.35M - $1.38M
|
94.8K
$2.29M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27.6KNew |
$1.32M - $1.34M
|
27.6K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
27.1K+ 22.3% |
$1.29M - $1.31M
|
149K
$3.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
26.2KNew |
$1.25M - $1.27M
|
26.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
25.5K+ 36.44% |
$1.21M - $1.23M
|
95.4K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25.3K+ 19.89% |
$1.21M - $1.23M
|
153K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
24.8K+ 17.85% |
$1.18M - $1.2M
|
164K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.3KNew |
$1.11M - $1.13M
|
23.3K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
22.6K+ 25.02% |
$1.08M - $1.09M
|
113K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22.2K+ 427.47% |
$1.06M - $1.08M
|
27.4K
$663K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21.9KNew |
$1.04M - $1.06M
|
21.9K
$530K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21.7K+ 2.06% |
$1.04M - $1.05M
|
1.08M
$26M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.6K+ 6.72% |
$1.03M - $1.05M
|
343K
$8.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
21.1K+ 40.37% |
$1.01M - $1.02M
|
73.5K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
20.2K+ 20.46% |
$965K - $981K
|
119K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.9KNew |
$949K - $965K
|
19.9K
$481K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.8K+ 2.7% |
$942K - $958K
|
752K
$18.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 5.66% |
$936K - $952K
|
366K
$8.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.5K+ 109.65% |
$929K - $944K
|
37.3K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
19.4KNew |
$925K - $941K
|
19.4K
$469K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
19.4KNew |
$925K - $940K
|
19.4K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
19.3K+ 10.37% |
$922K - $937K
|
206K
$4.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
19.3KNew |
$920K - $936K
|
19.3K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.9K+ 8.03% |
$902K - $917K
|
255K
$6.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
18.4K+ 32.16% |
$875K - $889K
|
75.4K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
18.2K+ 99.42% |
$867K - $881K
|
36.5K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 52.36% |
$861K - $876K
|
52.6K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18KNew |
$858K - $872K
|
18K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17.3K+ 306.05% |
$827K - $840K
|
23K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
16.8K+ 6.05% |
$800K - $813K
|
294K
$7.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 15.84% |
$799K - $812K
|
123K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16.4K+ 1.46% |
$782K - $795K
|
1.14M
$27.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
15.8K+ 2.23% |
$752K - $764K
|
724K
$17.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
15.5K+ 13.6% |
$740K - $752K
|
130K
$3.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 83.72% |
$738K - $750K
|
34K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 62.89% |
$714K - $726K
|
38.8K
$938K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
14.6K+ 25.84% |
$696K - $708K
|
71.2K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5K+ 1.03% |
$689K - $701K
|
1.41M
$34.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$660K - $671K
|
13.9K
$335K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.6K+ 121.21% |
$648K - $658K
|
24.8K
$599K
|