Purchases and Sales Made in Q1 2023 in Schwab Short Term Us Treasury (SCHO)
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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.26KNew |
$251K - $258K
|
5.26K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.14KNew |
$246K - $252K
|
5.14K
$125K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.13KNew |
$245K - $251K
|
5.13K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.96KNew |
$237K - $243K
|
4.96K
$121K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.86KNew |
$232K - $238K
|
4.86K
$118K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.85KNew |
$232K - $238K
|
4.85K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.71KNew |
$225K - $231K
|
4.71K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.68KNew |
$224K - $229K
|
4.68K
$114K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.64KNew |
$222K - $228K
|
4.64K
$113K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.63K+ 19.6% |
$221K - $227K
|
28.3K
$688K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.46K+ 2.44% |
$213K - $218K
|
187K
$4.56M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.28K+ 8.01% |
$205K - $210K
|
57.7K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.28K+ 8.01% |
$205K - $210K
|
57.7K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.2K+ 1.45% |
$201K - $206K
|
294K
$7.16M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.16K+ 0.95% |
$199K - $204K
|
440K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.07K+ 2.07% |
$195K - $200K
|
201K
$4.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4.01K+ 7.03% |
$192K - $196K
|
61.1K
$1.49M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.99KNew |
$191K - $195K
|
3.99K
$97.1K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 9.49% |
$185K - $190K
|
44.7K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.8K+ 24.52% |
$181K - $186K
|
19.3K
$470K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.69KNew |
$176K - $181K
|
3.69K
$89.9K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.62KNew |
$173K - $177K
|
3.62K
$88.2K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.45K+ 1.93% |
$165K - $169K
|
182K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.42K+ 58.96% |
$163K - $167K
|
9.22K
$224K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.31K+ 20.72% |
$158K - $162K
|
19.3K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3.07K+ 102333.33% |
$147K - $150K
|
3.07K
$74.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.96K+ 11.3% |
$141K - $145K
|
29.2K
$710K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.94K+ 5.59% |
$141K - $144K
|
55.5K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.89K+ 2.35% |
$138K - $141K
|
126K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 46.25% |
$137K - $140K
|
9.03K
$220K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.66K+ 12.99% |
$127K - $130K
|
23.1K
$563K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.49K+ 0.42% |
$119K - $122K
|
588K
$14.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.48KNew |
$118K - $121K
|
2.48K
$60.3K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
2.4K+ 52.95% |
$115K - $118K
|
6.93K
$169K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 3.16% |
$112K - $115K
|
76.8K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.33K+ 18.31% |
$112K - $114K
|
15.1K
$367K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.32K+ 29.31% |
$111K - $113K
|
10.2K
$249K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.16K+ 6.57% |
$103K - $106K
|
35.1K
$855K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.16K+ 813.58% |
$103K - $106K
|
2.42K
$59K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.09K+ 21.04% |
$99.7K - $102K
|
12K
$292K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.06KNew |
$98.3K - $101K
|
2.06K
$50.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.03KNew |
$97.2K - $99.7K
|
2.03K
$49.5K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.81K+ 29.29% |
$86.7K - $88.9K
|
8.01K
$195K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.79K+ 25.8% |
$85.5K - $87.7K
|
8.72K
$212K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.72K+ 8.8% |
$82.3K - $84.4K
|
21.3K
$519K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.67K+ 6.29% |
$80K - $82K
|
28.3K
$689K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.67K+ 23.94% |
$79.8K - $81.8K
|
8.64K
$210K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 1567.65% |
$76.4K - $78.4K
|
1.7K
$41.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54KNew |
$73.7K - $75.6K
|
1.54K
$37.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.53K+ 245.18% |
$72.9K - $74.7K
|
2.15K
$52.3K
|