Purchases and Sales Made in Q4 2022 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8M+ 35.05% |
$853M - $863M
|
68.6M
$1.65B
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.38M+ 71.86% |
$66.3M - $67.1M
|
3.31M
$79.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.34MNew |
$64.4M - $65.2M
|
1.34M
$32.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
1.1M+ 471.83% |
$52.7M - $53.4M
|
1.33M
$32.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
954K+ 135.34% |
$45.7M - $46.2M
|
1.66M
$40M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
744KNew |
$35.6M - $36.1M
|
744K
$17.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
690KNew |
$33M - $33.4M
|
690K
$16.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
639K+ 35.76% |
$30.6M - $31M
|
2.42M
$58.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
516K+ 168.01% |
$24.7M - $25M
|
823K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
504K+ 301.83% |
$24.1M - $24.4M
|
671K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
469K+ 4405.89% |
$22.5M - $22.8M
|
480K
$11.6M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
435KNew |
$20.8M - $21.1M
|
435K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
425K+ 123.33% |
$20.4M - $20.6M
|
770K
$18.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
422K+ 97.12% |
$20.2M - $20.5M
|
857K
$20.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
375K+ 121.51% |
$18M - $18.2M
|
684K
$16.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
319KNew |
$15.3M - $15.4M
|
319K
$7.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
290KNew |
$13.9M - $14.1M
|
290K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
264K+ 421.55% |
$12.6M - $12.8M
|
326K
$7.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
225K+ 34.57% |
$10.8M - $10.9M
|
875K
$21.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
187K+ 22.97% |
$8.93M - $9.04M
|
998K
$24.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
172KNew |
$8.24M - $8.34M
|
172K
$4.15M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166K+ 204.51% |
$7.95M - $8.05M
|
247K
$5.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
162K+ 682.89% |
$7.74M - $7.84M
|
185K
$4.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
162K+ 1363.28% |
$7.74M - $7.83M
|
173K
$4.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
147K+ 73.7% |
$7.06M - $7.15M
|
347K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
141KNew |
$6.76M - $6.84M
|
141K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
136KNew |
$6.53M - $6.6M
|
136K
$3.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
136K+ 18.43% |
$6.51M - $6.59M
|
874K
$21.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
134KNew |
$6.4M - $6.47M
|
134K
$3.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
131K+ 28.95% |
$6.29M - $6.37M
|
585K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
130K+ 2906.23% |
$6.21M - $6.29M
|
134K
$3.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
126K+ 40.82% |
$6.04M - $6.11M
|
435K
$10.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
117KNew |
$5.62M - $5.68M
|
117K
$2.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
114K+ 17.61% |
$5.45M - $5.51M
|
760K
$18.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
112K+ 403.43% |
$5.35M - $5.42M
|
139K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 59.39% |
$5.34M - $5.41M
|
299K
$7.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
107K+ 146.85% |
$5.14M - $5.2M
|
180K
$4.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
105K+ 2409.81% |
$5.01M - $5.07M
|
109K
$2.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
99.4KNew |
$4.76M - $4.82M
|
99.4K
$2.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
98.9KNew |
$4.74M - $4.8M
|
98.9K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
95.6KNew |
$4.58M - $4.63M
|
95.6K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
95.2K+ 9.21% |
$4.56M - $4.62M
|
1.13M
$27.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93K+ 413.65% |
$4.45M - $4.51M
|
115K
$2.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.1KNew |
$4.36M - $4.41M
|
91.1K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
88.3K+ 118.2% |
$4.23M - $4.28M
|
163K
$3.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
82.7KNew |
$3.96M - $4.01M
|
82.7K
$1.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
77.8K+ 704.2% |
$3.72M - $3.77M
|
88.8K
$2.14M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
71.8KNew |
$3.44M - $3.48M
|
71.8K
$1.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
65.5K+ 208.32% |
$3.14M - $3.17M
|
96.9K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.8K+ 1333.03% |
$3.06M - $3.09M
|
68.6K
$1.65M
|