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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
13.5KNew |
$642K - $652K
|
13.5K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
13.4K+ 4.25% |
$639K - $650K
|
329K
$7.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$638K - $649K
|
13.4K
$323K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$635K - $646K
|
13.3K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 41.73% |
$604K - $614K
|
43K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 27.19% |
$583K - $593K
|
57.3K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1K+ 98.95% |
$577K - $587K
|
24.3K
$588K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11.8K+ 2.37% |
$564K - $573K
|
511K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 222.88% |
$553K - $562K
|
16.8K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$516K - $525K
|
10.8K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.7K+ 69.12% |
$511K - $519K
|
26.2K
$633K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.6KNew |
$507K - $515K
|
10.6K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.5K+ 40.88% |
$502K - $510K
|
36.3K
$875K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.96K+ 48.24% |
$474K - $482K
|
30.6K
$738K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9.39KNew |
$448K - $455K
|
9.39K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.31K+ 22.91% |
$444K - $451K
|
50K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.11K+ 37.68% |
$434K - $441K
|
33.3K
$803K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8.9KNew |
$424K - $431K
|
8.9K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
8.81K+ 8.1% |
$420K - $427K
|
118K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.62KNew |
$411K - $418K
|
8.62K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.43K+ 2.24% |
$402K - $409K
|
385K
$9.29M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
7.98K+ 175.16% |
$380K - $386K
|
12.5K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.93KNew |
$378K - $384K
|
7.93K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.73K+ 26.87% |
$369K - $375K
|
36.5K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.63K+ 1296.94% |
$363K - $369K
|
8.21K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.22K+ 19.61% |
$344K - $350K
|
44.1K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$338K - $344K
|
7.1K
$171K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.98KNew |
$333K - $338K
|
6.98K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 4.0% |
$326K - $332K
|
178K
$4.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.62KNew |
$316K - $321K
|
6.62K
$160K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.38KNew |
$304K - $309K
|
6.38K
$154K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.33KNew |
$302K - $307K
|
6.33K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$301K - $306K
|
6.31K
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.19K+ 28.91% |
$295K - $300K
|
27.6K
$666K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.11K+ 6.69% |
$291K - $296K
|
97.5K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.07KNew |
$289K - $294K
|
6.07K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 50.28% |
$276K - $281K
|
17.3K
$418K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.78KNew |
$275K - $280K
|
5.78K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.74K+ 31.6% |
$274K - $278K
|
23.9K
$577K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.61KNew |
$267K - $272K
|
5.61K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.6KNew |
$267K - $272K
|
5.6K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.35K+ 83.69% |
$255K - $259K
|
11.7K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.26K+ 57.31% |
$251K - $255K
|
14.4K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.25K+ 1.84% |
$250K - $254K
|
290K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.12KNew |
$244K - $248K
|
5.12K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
5.01K+ 12.57% |
$239K - $243K
|
44.8K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.97KNew |
$237K - $241K
|
4.97K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.97K+ 4.98% |
$237K - $241K
|
105K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.84K+ 30.94% |
$231K - $234K
|
20.5K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.58K+ 65.74% |
$218K - $222K
|
11.5K
$279K
|