Purchases and Sales Made in Q3 2022 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4M+ 35.87% |
$646M - $662M
|
50.8M
$1.23B
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.19M+ 42.78% |
$202M - $207M
|
14M
$337M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.34M+ 431.53% |
$64.5M - $66.1M
|
1.65M
$39.8M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.34M+ 431.53% |
$64.5M - $66.1M
|
1.65M
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.22M+ 3369.05% |
$58.9M - $60.3M
|
1.26M
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.22M+ 3369.05% |
$58.9M - $60.3M
|
1.26M
$30.3M
|
|
|
Apr 05, 2024
Q3 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.03M+ 195.48% |
$49.6M - $50.9M
|
1.56M
$37.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
671K+ 184.9% |
$32.3M - $33.1M
|
1.03M
$24.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
627K+ 2630.05% |
$30.2M - $30.9M
|
651K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
607KNew |
$29.2M - $30M
|
607K
$14.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
496K+ 290.73% |
$23.9M - $24.5M
|
666K
$16.1M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
448KNew |
$21.5M - $22.1M
|
448K
$10.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
325K+ 76.48% |
$15.7M - $16.1M
|
750K
$18.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
263K+ 570.57% |
$12.6M - $13M
|
309K
$7.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
223K+ 1812.0% |
$10.7M - $11M
|
235K
$5.68M
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
203KNew |
$9.78M - $10M
|
203K
$4.9M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
195K+ 100.95% |
$9.38M - $9.62M
|
388K
$9.35M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
194K+ 4672.52% |
$9.33M - $9.56M
|
198K
$4.77M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
182K+ 144.24% |
$8.78M - $9M
|
309K
$7.45M
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
170K+ 285.27% |
$8.17M - $8.37M
|
229K
$5.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
163K+ 28.27% |
$7.83M - $8.03M
|
738K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
154K+ 59.93% |
$7.4M - $7.59M
|
410K
$9.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
141K+ 51.1% |
$6.81M - $6.98M
|
418K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
141K+ 69.27% |
$6.79M - $6.97M
|
345K
$8.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
137K+ 14.53% |
$6.62M - $6.78M
|
1.08M
$26.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
122K+ 157.1% |
$5.89M - $6.03M
|
200K
$4.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
119K+ 17.13% |
$5.72M - $5.86M
|
812K
$19.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
99.7K+ 18.25% |
$4.8M - $4.92M
|
646K
$15.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
90KNew |
$4.33M - $4.44M
|
90K
$2.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
79.6KNew |
$3.83M - $3.93M
|
79.6K
$1.92M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
78.8K+ 352.42% |
$3.79M - $3.89M
|
101K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.1K+ 1040.97% |
$3.57M - $3.66M
|
81.2K
$1.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
73.1KNew |
$3.52M - $3.61M
|
73.1K
$1.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
73.1KNew |
$3.52M - $3.61M
|
73.1K
$1.76M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
71.5KNew |
$3.44M - $3.53M
|
71.5K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.7K+ 19.94% |
$3.26M - $3.34M
|
407K
$9.82M
|
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
64.2K+ 59.86% |
$3.09M - $3.17M
|
171K
$4.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
60.5KNew |
$2.91M - $2.99M
|
60.5K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
59.7K+ 78.85% |
$2.87M - $2.95M
|
135K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50.3K+ 5.56% |
$2.42M - $2.48M
|
955K
$23M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50.1K+ 747.3% |
$2.41M - $2.47M
|
56.8K
$1.37M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
49.5K+ 11.74% |
$2.38M - $2.44M
|
471K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
45.8KNew |
$2.21M - $2.26M
|
45.8K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44.3K+ 13.66% |
$2.13M - $2.19M
|
368K
$8.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.7K+ 0.22% |
$1.91M - $1.96M
|
17.8M
$430M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
39K+ 612.12% |
$1.88M - $1.93M
|
45.4K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.8K+ 77.59% |
$1.77M - $1.82M
|
84.2K
$2.03M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
34.5K+ 8.54% |
$1.66M - $1.7M
|
438K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
34.2K+ 165.68% |
$1.65M - $1.69M
|
54.9K
$1.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
34.2K+ 165.68% |
$1.65M - $1.69M
|
54.9K
$1.32M
|