Purchases and Sales Made in Q3 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 Q3 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
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
540
+ 0.44%
$25.8K - $26K
123K $2.97M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
515
+ 2340.91%
$24.6K - $24.8K
537 $12.9K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
496
+ 1.39%
$23.7K - $23.9K
36.2K $873K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
472
+ 4.57%
$22.6K - $22.8K
10.8K $260K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
470
+ 1.0%
$22.5K - $22.7K
47.3K $1.14M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
432
+ 1.32%
$20.6K - $20.8K
33.2K $800K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
383
+ 186.83%
$18.3K - $18.5K
588 $14.2K
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
375
+ 5.46%
$17.9K - $18.1K
7.24K $175K
Oct 17, 2023 Q3 2023
Roberts Wealth Advisors, LLC

BUY
 -
367
+ 2.5%
$17.5K - $17.7K
15K $362K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
348
+ 56.77%
$16.6K - $16.8K
961 $23.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
254
+ 2.18%
$12.1K - $12.2K
11.9K $288K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
235
+ 1.95%
$11.2K - $11.3K
12.3K $296K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
218
New
$10.4K - $10.5K
218 $5.25K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
201
New
$9.6K - $9.69K
201 $4.84K
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
184
+ 0.06%
$8.79K - $8.87K
312K $7.53M
Oct 17, 2023 Q3 2023
Advocate Group LLC

BUY
 -
182
+ 1.31%
$8.7K - $8.77K
14.1K $340K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
177
+ 3.05%
$8.46K - $8.53K
5.99K $144K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
171
+ 551.61%
$8.17K - $8.24K
202 $4.87K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
163
+ 0.21%
$7.79K - $7.86K
78.6K $1.89M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
159
New
$7.6K - $7.66K
159 $3.83K
Nov 09, 2023 Q3 2023
Weitzel Financial Services, Inc.

BUY
 -
155
+ 0.67%
$7.41K - $7.47K
23.5K $565K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
153
+ 3.61%
$7.31K - $7.37K
4.39K $106K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
148
New
$7.07K - $7.13K
148 $3.57K
Oct 25, 2023 Q3 2023
Jacobsen Capital Management

BUY
 -
146
+ 1.56%
$6.98K - $7.04K
9.51K $229K
Nov 07, 2023 Q3 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
146
+ 1.77%
$6.98K - $7.04K
8.4K $203K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
145
+ 3.1%
$6.93K - $6.99K
4.82K $116K
Oct 16, 2023 Q3 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
145
+ 0.57%
$6.93K - $6.99K
25.8K $621K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
143
+ 1.0%
$6.83K - $6.89K
14.4K $347K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
140
+ 2.63%
$6.69K - $6.75K
5.46K $131K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
140
+ 2.63%
$6.69K - $6.75K
5.46K $131K
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
133
+ 2.14%
$6.35K - $6.41K
6.34K $153K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
127
+ 0.7%
$6.07K - $6.12K
18.2K $440K
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
126
+ 0.66%
$6.02K - $6.07K
19.1K $460K
Oct 23, 2023 Q3 2023
Financial Consulate, Inc

BUY
 -
121
+ 1.32%
$5.78K - $5.83K
9.28K $224K
Nov 14, 2023 Q3 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
98
+ 2.37%
$4.68K - $4.72K
4.23K $102K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
96
+ 2.35%
$4.59K - $4.63K
4.18K $101K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
90
+ 0.42%
$4.3K - $4.34K
21.3K $513K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
89
+ 12.5%
$4.25K - $4.29K
801 $19.3K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
87
+ 0.97%
$4.16K - $4.19K
9.08K $219K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
87
New
$4.16K - $4.19K
87 $2.1K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
81
+ 0.68%
$3.87K - $3.9K
11.9K $287K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
80
+ 1.48%
$3.82K - $3.86K
5.47K $132K
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
79
+ 0.75%
$3.77K - $3.81K
10.6K $254K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
79
+ 0.18%
$3.77K - $3.81K
42.8K $1.03M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
67
+ 1.47%
$3.2K - $3.23K
4.64K $112K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
65
+ 0.72%
$3.11K - $3.13K
9.15K $221K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
62
+ 0.58%
$2.96K - $2.99K
10.7K $257K
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
62
+ 2.81%
$2.96K - $2.99K
2.27K $54.6K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
62
+ 1.0%
$2.96K - $2.99K
6.24K $150K

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