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
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-33- 0.58% |
$1.59K - $1.63K
|
5.64K
$136K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 19.16% |
$1.97K - $2.02K
|
173
$4.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-57- 0.6% |
$2.74K - $2.81K
|
9.42K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-61- 0.86% |
$2.94K - $3.01K
|
7.02K
$169K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-66- 0.36% |
$3.18K - $3.26K
|
18.3K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-66- 84.62% |
$3.18K - $3.26K
|
12
$289
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75- 20.16% |
$3.61K - $3.7K
|
297
$7.16K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-100- 0.69% |
$4.82K - $4.94K
|
14.5K
$349K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 13.4% |
$4.82K - $4.94K
|
646
$15.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-111- 1.26% |
$5.34K - $5.48K
|
8.71K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-119- 0.46% |
$5.73K - $5.88K
|
25.6K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-122- 1.3% |
$5.87K - $6.02K
|
9.28K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 21.89% |
$6.36K - $6.52K
|
471
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-144- 95.36% |
$6.93K - $7.11K
|
7
$169
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-151- 0.57% |
$7.27K - $7.45K
|
26.5K
$639K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-155- 1.56% |
$7.46K - $7.65K
|
9.79K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-156- 1.81% |
$7.51K - $7.7K
|
8.44K
$204K
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-165- 2.73% |
$7.94K - $8.15K
|
5.88K
$142K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-169- 1.1% |
$8.14K - $8.34K
|
15.3K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-185- 4.34% |
$8.91K - $9.13K
|
4.07K
$98.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-192- 1.24% |
$9.24K - $9.48K
|
15.2K
$367K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-194- 2.62% |
$9.34K - $9.58K
|
7.21K
$174K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-194- 11.98% |
$9.34K - $9.58K
|
1.43K
$34.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-195- 2.23% |
$9.39K - $9.63K
|
8.53K
$206K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-202- 1.87% |
$9.73K - $9.97K
|
10.6K
$255K
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-204- 1.64% |
$9.82K - $10.1K
|
12.2K
$295K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-204- 8.85% |
$9.82K - $10.1K
|
2.1K
$50.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-263- 0.96% |
$12.7K - $13K
|
27.2K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-268- 4.15% |
$12.9K - $13.2K
|
6.19K
$149K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-272- 3.42% |
$13.1K - $13.4K
|
7.68K
$185K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-278- 3.71% |
$13.4K - $13.7K
|
7.21K
$174K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-282- 3.09% |
$13.6K - $13.9K
|
8.84K
$213K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-283- 8.53% |
$13.6K - $14K
|
3.03K
$73.1K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-296- 3.98% |
$14.3K - $14.6K
|
7.15K
$172K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-300- 5.0% |
$14.4K - $14.8K
|
5.7K
$137K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-304- 5.07% |
$14.6K - $15K
|
5.7K
$137K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-313- 4.79% |
$15.1K - $15.5K
|
6.22K
$150K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-318- 2.26% |
$15.3K - $15.7K
|
13.8K
$332K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-330- 1.45% |
$15.9K - $16.3K
|
22.5K
$542K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-367- 7.89% |
$17.7K - $18.1K
|
4.29K
$103K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-380- 27.54% |
$18.3K - $18.8K
|
1K
$24.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-381- 7.78% |
$18.3K - $18.8K
|
4.52K
$109K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400- 7.16% |
$19.3K - $19.7K
|
5.19K
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-400- 2.49% |
$19.3K - $19.7K
|
15.7K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-436- 2.93% |
$21K - $21.5K
|
14.4K
$348K
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-445- 9.14% |
$21.4K - $22K
|
4.42K
$107K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-458- 29.95% |
$22.1K - $22.6K
|
1.07K
$25.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-462- 3.64% |
$22.2K - $22.8K
|
12.2K
$295K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 20.08% |
$24.1K - $24.7K
|
1.99K
$48K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-511- 2.25% |
$24.6K - $25.2K
|
22.2K
$535K
|