Purchases and Sales Made in Q1 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 Q1 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
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
39.4K
+ 21.86%
$1.88M - $1.93M
220K $5.32M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
39.1K
+ 13.05%
$1.87M - $1.92M
339K $8.2M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
38K
New
$1.81M - $1.86M
38K $919K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
35.4K
+ 3.53%
$1.69M - $1.73M
1.04M $25.1M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
32.5K
+ 43.09%
$1.55M - $1.59M
108K $2.61M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
32.4K
+ 70.56%
$1.55M - $1.59M
78.4K $1.9M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
32.2K
+ 2530.97%
$1.54M - $1.58M
33.5K $810K
Nov 14, 2024 Q1 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
31.2K
+ 7.24%
$1.49M - $1.53M
462K $11.2M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
29.8K
+ 225.61%
$1.42M - $1.46M
43K $1.04M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
27.1K
New
$1.3M - $1.33M
27.1K $657K
May 01, 2023 Q1 2023
Omni Star Financial Group, Inc.

BUY
 -
25.9K
New
$1.24M - $1.27M
25.9K $628K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
25.8K
+ 3.85%
$1.23M - $1.27M
696K $16.9M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
25.3K
+ 2.24%
$1.21M - $1.24M
1.15M $27.9M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
24.1K
New
$1.15M - $1.18M
24.1K $584K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
23.4K
+ 29.07%
$1.12M - $1.15M
104K $2.52M
Aug 09, 2023 Q1 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
22.6K
+ 48.2%
$1.08M - $1.11M
69.4K $1.68M
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

BUY
 -
22.1K
+ 56.23%
$1.06M - $1.08M
61.4K $1.49M
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
22.1K
New
$1.05M - $1.08M
22.1K $534K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
22K
+ 6.02%
$1.05M - $1.08M
388K $9.38M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
22K
New
$1.05M - $1.08M
22K $533K
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
21.6K
+ 1.36%
$1.03M - $1.06M
1.61M $39.1M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
19.5K
New
$934K - $958K
19.5K $473K
May 10, 2023 Q1 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
19.1K
New
$913K - $936K
19.1K $462K
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
18.9K
+ 6.5%
$901K - $924K
309K $7.47M
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
18.6K
+ 13.15%
$887K - $909K
160K $3.86M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
18.5K
+ 287.11%
$884K - $906K
24.9K $603K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18.1K
+ 66.67%
$864K - $885K
45.2K $1.09M
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
17.9K
+ 17.15%
$855K - $877K
122K $2.96M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
17.5K
New
$835K - $856K
17.5K $423K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
17K
+ 96.72%
$814K - $834K
34.6K $838K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
16.7K
+ 63.77%
$796K - $816K
42.8K $1.04M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
16.5K
+ 28.62%
$791K - $811K
74.4K $1.8M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.3K
New
$780K - $800K
16.3K $395K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
16.3K
+ 10.0%
$779K - $798K
179K $4.34M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
16K
+ 246.02%
$763K - $782K
22.5K $543K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15.9K
+ 155.04%
$760K - $779K
26.2K $633K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
15.7K
+ 42.18%
$750K - $769K
52.9K $1.28M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
15.6K
+ 10.54%
$747K - $766K
164K $3.97M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
15.5K
+ 55.29%
$741K - $760K
43.5K $1.05M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
15.2K
+ 104.27%
$727K - $745K
29.8K $721K
May 08, 2023 Q1 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
14.2K
New
$677K - $693K
14.2K $343K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
13.8K
+ 14.07%
$657K - $674K
111K $2.7M
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
13.2K
+ 28.6%
$631K - $646K
59.3K $1.44M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
13.2K
+ 297.54%
$630K - $646K
17.6K $426K
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
13.1K
+ 41.36%
$628K - $644K
44.9K $1.09M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
12.6K
+ 3478.79%
$604K - $619K
13K $314K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
12.5K
+ 17.44%
$599K - $614K
84.3K $2.04M
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

BUY
 -
12.2K
+ 14.45%
$582K - $597K
96.5K $2.33M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
12K
+ 6.95%
$573K - $588K
185K $4.47M

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