Purchases and Sales Made in Q4 2022 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
63.2K
New
$3.03M - $3.06M
63.2K $1.52M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
63.2K
+ 64.45%
$3.03M - $3.06M
161K $3.89M
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
57.1K
New
$2.73M - $2.77M
57.1K $1.38M
Aug 18, 2023 Q4 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
56.8K
+ 26.25%
$2.72M - $2.75M
273K $6.59M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
53.7K
+ 56.78%
$2.57M - $2.6M
148K $3.57M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
50.3K
+ 6.02%
$2.41M - $2.44M
886K $21.4M
Jan 31, 2023 Q4 2022
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
48.9K
+ 408.09%
$2.34M - $2.37M
60.9K $1.47M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
47.1K
New
$2.26M - $2.28M
47.1K $1.14M
Feb 09, 2023 Q4 2022
Imc Chicago, LLC

BUY
 -
44.2K
New
$2.12M - $2.14M
44.2K $1.07M
Feb 03, 2023 Q4 2022
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
43.6K
New
$2.09M - $2.11M
43.6K $1.05M
Jan 17, 2023 Q4 2022
Lake Hills Wealth Management, LLC

BUY
 -
42.6K
New
$2.04M - $2.06M
42.6K $1.03M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
42.2K
+ 74.22%
$2.02M - $2.04M
99K $2.39M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
41.5K
+ 254.05%
$1.99M - $2.01M
57.8K $1.39M
Jan 25, 2023 Q4 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
41.5K
New
$1.99M - $2.01M
41.5K $999K
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

BUY
 -
40.6K
New
$1.94M - $1.97M
40.6K $979K
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
39.3K
New
$1.88M - $1.91M
39.3K $948K
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
BUY
 -
38.9K
+ 0.62%
$1.86M - $1.89M
6.31M $152M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
37K
+ 96.66%
$1.77M - $1.79M
75.3K $1.82M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
35.8K
+ 34.07%
$1.71M - $1.73M
141K $3.39M
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
35K
+ 148.26%
$1.67M - $1.69M
58.6K $1.41M
Feb 03, 2023 Q4 2022
Jackson Creek Investment Advisors LLC

BUY
 -
34.4K
New
$1.65M - $1.67M
34.4K $830K
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
34.2K
New
$1.64M - $1.66M
34.2K $824K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
33.5K
+ 60.73%
$1.6M - $1.62M
88.7K $2.14M
Jan 17, 2023 Q4 2022
Compass Ion Advisors, LLC

BUY
 -
30.5K
+ 4.66%
$1.46M - $1.48M
684K $16.5M
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
30.4K
New
$1.46M - $1.48M
30.4K $734K
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

BUY
 -
27.5K
+ 30.52%
$1.32M - $1.33M
117K $2.83M
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
27.4K
+ 11.87%
$1.31M - $1.33M
258K $6.22M
Jan 20, 2023 Q4 2022
Newman & Schimel, LLC

BUY
 -
26.4K
+ 24.78%
$1.27M - $1.28M
133K $3.21M
Feb 13, 2023 Q4 2022
Wbi Investments, Inc.

BUY
 -
26.2K
+ 550.84%
$1.26M - $1.27M
31K $748K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
26.2K
New
$1.25M - $1.27M
26.2K $631K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
26.1K
New
$1.25M - $1.27M
26.1K $630K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
26K
New
$1.25M - $1.26M
26K $628K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
26K
New
$1.24M - $1.26M
26K $626K
Feb 14, 2023 Q4 2022
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
25.2K
New
$1.21M - $1.22M
25.2K $607K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
24.3K
New
$1.16M - $1.18M
24.3K $586K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
23.5K
+ 17.34%
$1.12M - $1.14M
159K $3.83M
Aug 11, 2023 Q4 2022
Myecfo, LLC

La Jolla, CA
BUY
 -
22.4K
+ 47.77%
$1.07M - $1.08M
69.2K $1.67M
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
22.1K
New
$1.06M - $1.07M
22.1K $532K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
22K
+ 12.62%
$1.05M - $1.07M
197K $4.74M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
21.3K
New
$1.02M - $1.03M
21.3K $513K
Feb 09, 2023 Q4 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
20.9K
+ 83.27%
$1M - $1.01M
46K $1.11M
Feb 01, 2023 Q4 2022
Invst, LLC

Indianapolis, IN
BUY
 -
20.8K
+ 5.37%
$997K - $1.01M
409K $9.86M
Feb 10, 2023 Q4 2022
Clear Investment Research, LLC

BUY
 -
19.9K
+ 165.07%
$954K - $965K
32K $771K
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
19K
New
$909K - $920K
19K $458K
Jan 20, 2023 Q4 2022
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
18.8K
New
$901K - $912K
18.8K $454K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
17.7K
+ 293.87%
$850K - $860K
23.8K $573K
Feb 03, 2023 Q4 2022
Total Clarity Wealth Management, Inc.

BUY
 -
17.6K
+ 31.04%
$844K - $854K
74.4K $1.79M
Feb 02, 2023 Q4 2022
Rmr Wealth Builders

BUY
 -
17.6K
New
$843K - $853K
17.6K $424K
Jan 24, 2023 Q4 2022
White Lighthouse Investment Management Inc.

BUY
 -
17.5K
New
$836K - $846K
17.5K $421K

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