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 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
129New |
$6.21K - $6.37K
|
129
$3.11K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
120+ 0.36% |
$5.78K - $5.92K
|
33.7K
$813K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
117+ 2.27% |
$5.63K - $5.78K
|
5.28K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
98New |
$4.72K - $4.84K
|
98
$2.36K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95+ 19.75% |
$4.57K - $4.69K
|
576
$13.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
95+ 0.36% |
$4.57K - $4.69K
|
26.5K
$640K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
93+ 0.42% |
$4.48K - $4.59K
|
22.2K
$535K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
87+ 0.34% |
$4.19K - $4.3K
|
25.4K
$613K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
78New |
$3.76K - $3.85K
|
78
$1.88K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62+ 3.1% |
$2.99K - $3.06K
|
2.06K
$49.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
60+ 30.0% |
$2.89K - $2.96K
|
260
$6.27K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
60New |
$2.89K - $2.96K
|
60
$1.45K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
55+ 0.28% |
$2.65K - $2.72K
|
19.4K
$467K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54+ 1080.0% |
$2.6K - $2.67K
|
59
$1.42K
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
49+ 0.3% |
$2.36K - $2.42K
|
16.4K
$396K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44+ 0.15% |
$2.12K - $2.17K
|
29.5K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43New |
$2.07K - $2.12K
|
43
$1.04K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
38+ 0.83% |
$1.83K - $1.88K
|
4.6K
$111K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
38+ 0.14% |
$1.83K - $1.88K
|
27.3K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
35+ 0.2% |
$1.69K - $1.73K
|
17.7K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33+ 57.89% |
$1.59K - $1.63K
|
90
$2.17K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
31+ 0.35% |
$1.49K - $1.53K
|
8.97K
$216K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29New |
$1.4K - $1.43K
|
29
$699
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.34% |
$1.25K - $1.28K
|
7.73K
$186K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
23+ 0.21% |
$1.11K - $1.14K
|
10.8K
$259K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$1.06K - $1.09K
|
6.04K
$146K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
21+ 0.16% |
$1.01K - $1.04K
|
13K
$313K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.35% |
$915 - $938
|
5.4K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18+ 0.3% |
$867 - $889
|
5.96K
$144K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.37% |
$626 - $642
|
3.56K
$85.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9+ 0.21% |
$433 - $444
|
4.29K
$104K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9+ 0.04% |
$433 - $444
|
21.1K
$509K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
9+ 0.33% |
$433 - $444
|
2.74K
$66K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.13% |
$385 - $395
|
6.19K
$149K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8New |
$385 - $395
|
8
$193
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.43% |
$193 - $197
|
929
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.26% |
$193 - $197
|
1.52K
$36.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.35% |
$144 - $148
|
852
$20.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.32% |
$96.3 - $98.7
|
618
$14.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$48.2 - $49.4
|
8.16K
$197K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$144 - $148
|
20.1K
$485K
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-6- 0.02% |
$289 - $296
|
38.5K
$928K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 1.39% |
$289 - $296
|
427
$10.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 2.04% |
$819 - $839
|
816
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17- 0.09% |
$819 - $839
|
18.8K
$453K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-19- 5.69% |
$915 - $938
|
315
$7.59K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-24- 6.0% |
$1.16K - $1.18K
|
376
$9.07K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.5% |
$1.4K - $1.43K
|
5.74K
$138K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-32- 0.55% |
$1.54K - $1.58K
|
5.81K
$140K
|