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
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
Jan 31, 2024 Q4 2023
Financial Consulate, Inc

BUY
 -
127
+ 1.37%
$6.05K - $6.15K
9.41K $227K
Jan 19, 2024 Q4 2023
Gleason Group, Inc.

BUY
 -
112
+ 1.43%
$5.34K - $5.43K
7.95K $192K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
95
+ 31.99%
$4.53K - $4.6K
392 $9.46K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
90
New
$4.29K - $4.36K
90 $2.17K
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

BUY
 -
87
+ 1.4%
$4.15K - $4.22K
6.32K $153K
Jan 09, 2024 Q4 2023
Dbk Financial Counsel, LLC

BUY
 -
87
+ 0.08%
$4.15K - $4.22K
108K $2.61M
Jan 29, 2024 Q4 2023
Friedenthal Financial

BUY
 -
72
+ 0.67%
$3.43K - $3.49K
10.8K $260K
Feb 15, 2024 Q4 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
66
+ 1.58%
$3.15K - $3.2K
4.24K $102K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
62
+ 0.47%
$2.95K - $3K
13.4K $323K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
46
+ 85.19%
$2.19K - $2.23K
100 $2.41K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
45
+ 5.62%
$2.14K - $2.18K
846 $20.4K
Jan 18, 2024 Q4 2023
Lauterbach Financial Advisors, LLC

BUY
 -
45
+ 0.93%
$2.14K - $2.18K
4.86K $117K
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
41
+ 1.34%
$1.95K - $1.99K
3.11K $75K
Feb 05, 2024 Q4 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
41
+ 0.9%
$1.95K - $1.99K
4.59K $111K
Jan 19, 2024 Q4 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
39
+ 0.57%
$1.86K - $1.89K
6.87K $166K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
34
New
$1.62K - $1.65K
34 $821
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
30
+ 1.42%
$1.43K - $1.45K
2.14K $51.7K
Jan 10, 2024 Q4 2023
Pflug Koory, LLC

BUY
 -
30
+ 6.67%
$1.43K - $1.45K
480 $11.6K
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
29
+ 24.37%
$1.38K - $1.41K
148 $3.57K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

BUY
 -
28
+ 0.44%
$1.33K - $1.36K
6.43K $155K
Jan 31, 2024 Q4 2023
Tradewinds Capital Management, LLC

BUY
 -
20
+ 0.83%
$953 - $969
2.42K $58.3K
Jan 16, 2024 Q4 2023
Cedar Mountain Advisors, LLC

BUY
 -
20
+ 0.03%
$953 - $969
57.2K $1.38M
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

BUY
 -
17
+ 0.06%
$810 - $824
27.5K $664K
Jan 29, 2024 Q4 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
16
+ 0.3%
$763 - $775
5.27K $127K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
12
+ 0.94%
$572 - $581
1.29K $31K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
11
+ 0.49%
$524 - $533
2.25K $54.2K
Feb 01, 2024 Q4 2023
Mengis Capital Management, Inc.

BUY
 -
10
+ 0.22%
$477 - $485
4.48K $108K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
9
+ 0.42%
$429 - $436
2.17K $52.5K
Feb 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
8
+ 0.64%
$381 - $388
1.26K $30.3K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5
+ 0.16%
$238 - $242
3.17K $76.4K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
4
+ 0.06%
$191 - $194
6.93K $167K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
3
+ 0.03%
$143 - $145
10.1K $244K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3
+ 0.04%
$143 - $145
6.93K $167K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2
+ 0.04%
$95.3 - $96.9
4.74K $114K
Feb 06, 2024 Q4 2023
Moser Wealth Advisors, LLC

BUY
 -
1
+ 3.23%
$47.7 - $48.5
32 $772
Feb 08, 2024 Q4 2023
Exchange Capital Management, Inc.

BUY
 -
1
+ 0.02%
$47.7 - $48.5
5.7K $138K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 1.41%
$47.7 - $48.5
72 $1.74K
Feb 14, 2024 Q4 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-8
- 5.19%
$381 - $388
146 $3.52K
Jan 12, 2024 Q4 2023
Independent Wealth Network Inc.

SELL
 -
-15
- 0.16%
$715 - $727
9.14K $221K
Feb 05, 2024 Q4 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-18
- 0.01%
$858 - $872
345K $8.32M
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-24
- 3.79%
$1.14K - $1.16K
609 $14.7K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-29
- 0.17%
$1.38K - $1.41K
16.8K $404K
Jan 29, 2024 Q4 2023
Live Oak Private Wealth LLC

SELL
 -
-46
- 0.39%
$2.19K - $2.23K
11.9K $287K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-53
- 62.35%
$2.53K - $2.57K
32 $772
Jan 30, 2024 Q4 2023
Elmwood Wealth Management, Inc.

SELL
 -
-58
- 0.24%
$2.76K - $2.81K
24K $579K
Jan 11, 2024 Q4 2023
Bcs Wealth Management

SELL
 -
-59
- 0.62%
$2.81K - $2.86K
9.45K $228K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-60
- 1.29%
$2.86K - $2.91K
4.58K $110K

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