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 10, 2022
Q3 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-541- 1.15% |
$26K - $26.7K
|
46.5K
$1.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-541- 4.9% |
$26K - $26.7K
|
10.5K
$253K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-585- 2.79% |
$28.2K - $28.9K
|
20.4K
$491K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-594- 4.94% |
$28.6K - $29.3K
|
11.4K
$275K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-601- 15.64% |
$28.9K - $29.7K
|
3.24K
$78.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-603- 4.85% |
$29K - $29.8K
|
11.8K
$285K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-609- 2.81% |
$29.3K - $30.1K
|
21.1K
$508K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-609- 2.81% |
$29.3K - $30.1K
|
21.1K
$508K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-616- 5.4% |
$29.7K - $30.4K
|
10.8K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-692- 10.81% |
$33.3K - $34.2K
|
5.71K
$138K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-704- 5.81% |
$33.9K - $34.8K
|
11.4K
$275K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-810- 0.77% |
$39K - $40K
|
105K
$2.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-814- 9.71% |
$39.2K - $40.2K
|
7.57K
$183K
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-847- 8.55% |
$40.8K - $41.8K
|
9.07K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-865- 0.86% |
$41.6K - $42.7K
|
99.8K
$2.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-882- 1.69% |
$42.5K - $43.5K
|
51.2K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-893- 13.66% |
$43K - $44.1K
|
5.64K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-909- 11.08% |
$43.8K - $44.9K
|
7.3K
$176K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-920- 4.3% |
$44.3K - $45.4K
|
20.5K
$493K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-937- 9.1% |
$45.1K - $46.3K
|
9.36K
$226K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-941- 9.0% |
$45.3K - $46.5K
|
9.51K
$229K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-943- 5.36% |
$45.4K - $46.6K
|
16.6K
$401K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-967- 8.5% |
$46.6K - $47.7K
|
10.4K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 7.6% |
$48.2K - $49.4K
|
12.2K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.05K- 2.19% |
$50.4K - $51.6K
|
46.8K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.08K- 23.78% |
$51.8K - $53.1K
|
3.45K
$83.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.16K- 16.14% |
$56K - $57.4K
|
6.04K
$146K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 2.09% |
$56.7K - $58.2K
|
55.2K
$1.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.21K- 9.93% |
$58.1K - $59.6K
|
10.9K
$264K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.3K- 3.73% |
$62.6K - $64.2K
|
33.6K
$809K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.32K- 20.99% |
$63.8K - $65.4K
|
4.98K
$120K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.33K- 8.24% |
$63.8K - $65.5K
|
14.8K
$356K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.36K- 4.94% |
$65.4K - $67K
|
26.1K
$630K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.42K- 11.12% |
$68.3K - $70.1K
|
11.3K
$273K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.49K- 3.51% |
$71.9K - $73.7K
|
41.1K
$990K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 16.77% |
$72K - $73.8K
|
7.42K
$179K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.53K- 19.25% |
$73.5K - $75.3K
|
6.4K
$154K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.56K- 17.69% |
$75K - $76.9K
|
7.25K
$175K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.59K- 11.81% |
$76.4K - $78.4K
|
11.9K
$286K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 6.15% |
$81.1K - $83.2K
|
25.7K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 18.62% |
$82.1K - $84.2K
|
7.45K
$180K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 5.71% |
$83.1K - $85.2K
|
28.5K
$687K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.75K- 4.27% |
$84.1K - $86.2K
|
39.1K
$944K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.75K- 4.54% |
$84.4K - $86.5K
|
36.8K
$888K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.84K- 8.01% |
$88.6K - $90.8K
|
21.1K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.87K- 21.31% |
$90.1K - $92.4K
|
6.91K
$167K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.88K- 1.16% |
$90.4K - $92.7K
|
160K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.92K- 0.18% |
$92.4K - $94.8K
|
1.06M
$25.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 20.19% |
$96.3K - $98.7K
|
7.91K
$191K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2K- 3.1% |
$96.4K - $98.8K
|
62.5K
$1.51M
|