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
Pillar Wealth Advisors, LLC

SELL
 -
-2.73K
- 7.58%
$130K - $132K
33.3K $803K
Feb 14, 2024 Q4 2023
Weitzel Financial Services, Inc.

SELL
 -
-2.76K
- 11.77%
$132K - $134K
20.7K $500K
Feb 02, 2024 Q4 2023
Truist Financial Corp

SELL
 -
-2.83K
- 0.71%
$135K - $137K
396K $9.55M
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

SELL
 -
-2.87K
- 1.35%
$137K - $139K
209K $5.06M
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-2.88K
- 17.88%
$137K - $139K
13.2K $319K
Jan 29, 2024 Q4 2023
Kades & Cheifetz LLC

Berwyn, PA
SELL
 -
-2.91K
- 2.87%
$138K - $141K
98.5K $2.38M
Jan 30, 2024 Q4 2023
Sfmg, LLC

SELL
 -
-3K
- 38.56%
$143K - $145K
4.78K $115K
Jan 26, 2024 Q4 2023
Janiczek Wealth Management, LLC

SELL
 -
-3.05K
- 16.19%
$145K - $148K
15.8K $381K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

SELL
 -
-3.16K
- 5.32%
$151K - $153K
56.3K $1.36M
Apr 22, 2024 Q4 2023
First Purpose Wealth LLC

SELL
 -
-3.31K
- 19.72%
$158K - $161K
13.5K $326K
Feb 06, 2024 Q4 2023
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-3.55K
- 26.92%
$169K - $172K
9.64K $233K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-3.59K
- 6.45%
$171K - $174K
52.1K $1.26M
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

SELL
 -
-3.78K
- 12.23%
$180K - $183K
27.1K $654K
Feb 05, 2024 Q4 2023
Brandywine Oak Private Wealth LLC

SELL
 -
-4.05K
- 0.58%
$193K - $196K
689K $16.6M
Jan 16, 2024 Q4 2023
Twele Capital Management, Inc.

SELL
 -
-4.06K
- 18.17%
$193K - $196K
18.3K $441K
Jan 12, 2024 Q4 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-4.21K
- 2.01%
$201K - $204K
205K $4.94M
Feb 02, 2024 Q4 2023
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-4.23K
- 2.31%
$201K - $205K
179K $4.32M
Feb 09, 2024 Q4 2023
Assetmark, Inc

SELL
 -
-4.58K
- 10.52%
$218K - $222K
38.9K $939K
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-4.59K
- 3.45%
$219K - $222K
128K $3.1M
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.89K
- 1.42%
$233K - $237K
339K $8.18M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-4.9K
- 2.74%
$234K - $237K
174K $4.2M
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-4.97K
- 45.11%
$237K - $241K
6.05K $146K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-5.05K
- 93.29%
$240K - $244K
363 $8.76K
Feb 01, 2024 Q4 2023
Weatherly Asset Management L. P.

SELL
 -
-5.26K
- 55.28%
$250K - $255K
4.25K $103K
Feb 12, 2024 Q4 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-5.38K
- 41.71%
$256K - $261K
7.52K $181K
Feb 12, 2024 Q4 2023
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-5.41K
- 17.24%
$258K - $262K
26K $627K
Jan 08, 2024 Q4 2023
Mc Broom & Associates, LLC

SELL
 -
-5.42K
- 21.75%
$258K - $263K
19.5K $471K
Jul 10, 2024 Q4 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-5.7K
Closed
$272K - $276K
0 $0
Jan 17, 2024 Q4 2023
Ahl Investment Management, Inc.

SELL
 -
-5.71K
- 7.68%
$272K - $277K
68.7K $1.66M
Jan 19, 2024 Q4 2023
Great Waters Wealth Management

Minneapolis, MN
SELL
 -
-5.78K
- 15.35%
$276K - $280K
31.9K $770K
Jan 02, 2024 Q4 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-5.99K
- 52.42%
$286K - $290K
5.44K $131K
Jan 19, 2024 Q4 2023
True Link Financial Advisors, LLC

SELL
 -
-6.14K
- 22.16%
$293K - $297K
21.6K $520K
Feb 08, 2024 Q4 2023
Bank Of Marin

Novato, CA
SELL
 -
-6.22K
- 15.19%
$297K - $302K
34.8K $839K
Feb 02, 2024 Q4 2023
Meritage Portfolio Management

SELL
 -
-6.25K
- 5.49%
$298K - $303K
107K $2.59M
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-6.39K
- 17.39%
$305K - $310K
30.4K $733K
Feb 07, 2024 Q4 2023
ETF Store, Inc.

SELL
 -
-7.05K
- 7.22%
$336K - $341K
90.6K $2.19M
Jan 05, 2024 Q4 2023
Apella Capital, LLC

SELL
 -
-7.33K
- 1.53%
$349K - $355K
472K $11.4M
Feb 15, 2024 Q4 2023
Studio Investment Management LLC

Chicago, IL
SELL
 -
-7.42K
- 10.13%
$353K - $359K
65.8K $1.59M
Jan 26, 2024 Q4 2023
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-7.69K
- 4.15%
$366K - $372K
178K $4.29M
Jan 17, 2024 Q4 2023
Signal Point Asset Management, LLC

SELL
 -
-7.73K
- 17.97%
$368K - $375K
35.3K $852K
Jan 18, 2024 Q4 2023
Rhs Financial, LLC

SELL
 -
-7.95K
- 41.69%
$379K - $385K
11.1K $268K
Jan 19, 2024 Q4 2023
Advocate Group LLC

SELL
 -
-8.03K
- 56.86%
$383K - $389K
6.09K $147K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

SELL
 -
-8.14K
- 1.53%
$388K - $395K
523K $12.6M
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

SELL
 -
-8.31K
- 8.52%
$396K - $403K
89.2K $2.15M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-8.46K
- 7.9%
$403K - $410K
98.5K $2.38M
Feb 09, 2024 Q4 2023
Bayshore Asset Management, LLC

SELL
 -
-8.97K
- 63.66%
$428K - $435K
5.12K $124K
Feb 06, 2024 Q4 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-9.01K
- 0.25%
$429K - $436K
3.57M $86.2M
Jan 31, 2024 Q4 2023
Bigelow Investment Advisors, LLC

SELL
 -
-9.08K
- 17.84%
$433K - $440K
41.8K $1.01M
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
SELL
 -
-9.2K
- 24.34%
$438K - $446K
28.6K $690K

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