Purchases and Sales Made in Q4 2023 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
871
New
$41.5K - $42.2K
871 $21K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
869
+ 1.28%
$41.4K - $42.1K
68.6K $1.66M
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
796
+ 16.11%
$37.9K - $38.6K
5.74K $139K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
776
New
$37K - $37.6K
776 $18.7K
Feb 14, 2024 Q4 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
772
+ 9.04%
$36.8K - $37.4K
9.31K $225K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
734
+ 2.51%
$35K - $35.6K
30K $724K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
729
New
$34.7K - $35.3K
729 $17.6K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
668
+ 28.4%
$31.8K - $32.4K
3.02K $73K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
657
+ 1.39%
$31.3K - $31.8K
47.9K $1.16M
Feb 12, 2024 Q4 2023
Adams Wealth Management

BUY
 -
606
+ 6.72%
$28.9K - $29.4K
9.62K $232K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
486
New
$23.2K - $23.5K
486 $11.7K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
470
+ 8.62%
$22.4K - $22.8K
5.93K $143K
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
470
+ 8.62%
$22.4K - $22.8K
5.93K $143K
Feb 02, 2024 Q4 2023
Pittenger & Anderson Inc

BUY
 -
465
+ 20.53%
$22.2K - $22.5K
2.73K $66K
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
465
+ 3.87%
$22.2K - $22.5K
12.5K $302K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
447
New
$21.3K - $21.7K
447 $10.8K
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
437
+ 0.12%
$20.8K - $21.2K
369K $8.9M
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
420
+ 700.0%
$20K - $20.3K
480 $11.6K
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
420
+ 1.13%
$20K - $20.3K
37.6K $907K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
420
+ 700.0%
$20K - $20.3K
480 $11.6K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
399
New
$19K - $19.3K
399 $9.64K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
BUY
 -
385
+ 1.99%
$18.3K - $18.7K
19.7K $477K
Feb 06, 2024 Q4 2023
National Bank Of Canada

BUY
 -
365
New
$17.4K - $17.7K
365 $8.82K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
356
+ 4450.0%
$17K - $17.2K
364 $8.79K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
320
New
$15.3K - $15.5K
320 $7.73K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
311
+ 5.56%
$14.8K - $15.1K
5.91K $143K
Feb 14, 2024 Q4 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
310
+ 3.56%
$14.8K - $15K
9.01K $218K
Jan 30, 2024 Q4 2023
Alpha Omega Wealth Management LLC

BUY
 -
295
+ 3.73%
$14.1K - $14.3K
8.2K $198K
Feb 12, 2024 Q4 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
274
+ 2.19%
$13.1K - $13.3K
12.8K $310K
Feb 05, 2024 Q4 2023
Jackson Creek Investment Advisors LLC

BUY
 -
231
+ 0.54%
$11K - $11.2K
43K $1.04M
Feb 07, 2024 Q4 2023
Econ Financial Services Corp

BUY
 -
224
+ 1.1%
$10.7K - $10.9K
20.6K $497K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
220
+ 1.18%
$10.5K - $10.7K
18.9K $456K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
201
+ 100.0%
$9.58K - $9.74K
402 $9.71K
Jan 24, 2024 Q4 2023
Jacobsen Capital Management

BUY
 -
200
+ 2.1%
$9.53K - $9.69K
9.71K $235K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
193
New
$9.2K - $9.35K
193 $4.66K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
189
+ 30.24%
$9.01K - $9.16K
814 $19.7K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
188
New
$8.96K - $9.11K
188 $4.54K
Jan 17, 2024 Q4 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
175
+ 0.92%
$8.34K - $8.48K
19.3K $466K
Feb 07, 2024 Q4 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
173
+ 1.56%
$8.25K - $8.38K
11.3K $273K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
169
New
$8.05K - $8.19K
169 $4.08K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
168
+ 0.1%
$8.01K - $8.14K
163K $3.95M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
161
+ 2.69%
$7.67K - $7.8K
6.15K $149K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
158
+ 464.71%
$7.53K - $7.66K
192 $4.64K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
153
New
$7.29K - $7.41K
153 $3.7K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
153
+ 15.92%
$7.29K - $7.41K
1.11K $26.9K
Jan 11, 2024 Q4 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
151
+ 0.59%
$7.2K - $7.32K
25.9K $626K
Feb 14, 2024 Q4 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
142
+ 2.15%
$6.77K - $6.88K
6.74K $163K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
138
+ 1.39%
$6.58K - $6.69K
10K $243K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
133
+ 0.7%
$6.34K - $6.44K
19.1K $462K

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