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 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
17.2K+ 15.13% |
$823K - $833K
|
131K
$3.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
16.9K+ 35.26% |
$810K - $819K
|
64.9K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
16.6K+ 16.72% |
$795K - $805K
|
116K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.2K+ 73.53% |
$778K - $787K
|
38.3K
$924K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16KNew |
$767K - $777K
|
16K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
16K+ 172.77% |
$765K - $774K
|
25.2K
$608K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
16KNew |
$764K - $773K
|
16K
$385K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 31.53% |
$763K - $773K
|
66.5K
$1.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 22.05% |
$759K - $768K
|
87.7K
$2.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 53.08% |
$749K - $758K
|
45.1K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 133.18% |
$741K - $750K
|
27.1K
$653K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
15.4K+ 4.31% |
$737K - $746K
|
372K
$8.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15.3K+ 9.72% |
$732K - $741K
|
173K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
14.9KNew |
$712K - $721K
|
14.9K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
14.4K+ 35.0% |
$687K - $696K
|
55.4K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14KNew |
$672K - $680K
|
14K
$338K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.8KNew |
$662K - $670K
|
13.8K
$333K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
13.2K+ 102.32% |
$632K - $640K
|
26.1K
$629K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$618K - $625K
|
12.9K
$311K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
12.8KNew |
$613K - $620K
|
12.8K
$308K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8KNew |
$611K - $618K
|
12.8K
$307K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.7KNew |
$611K - $618K
|
12.7K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$581K - $588K
|
12.1K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.9KNew |
$570K - $577K
|
11.9K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11.8KNew |
$566K - $572K
|
11.8K
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
11.2KNew |
$537K - $543K
|
11.2K
$270K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.6KNew |
$507K - $513K
|
10.6K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.4K+ 59.44% |
$500K - $506K
|
28K
$675K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.79K+ 105.43% |
$469K - $474K
|
19.1K
$460K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9.78K+ 5.65% |
$468K - $474K
|
183K
$4.41M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.61KNew |
$460K - $466K
|
9.61K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.53K+ 90.49% |
$408K - $413K
|
17.9K
$433K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.19KNew |
$392K - $397K
|
8.19K
$197K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
8.1K+ 3.83% |
$388K - $393K
|
219K
$5.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.1K+ 30.89% |
$340K - $344K
|
30.1K
$725K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.98K+ 188.83% |
$334K - $338K
|
10.7K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.87KNew |
$329K - $333K
|
6.87K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.66K+ 1.52% |
$319K - $323K
|
446K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.49KNew |
$311K - $315K
|
6.49K
$156K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.44KNew |
$308K - $312K
|
6.44K
$155K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.38K+ 8.01% |
$305K - $309K
|
86K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.25KNew |
$299K - $303K
|
6.25K
$151K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.09KNew |
$292K - $295K
|
6.09K
$147K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.89K+ 23.73% |
$282K - $286K
|
30.7K
$741K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.73KNew |
$274K - $278K
|
5.73K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72KNew |
$274K - $277K
|
5.72K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.35K+ 57.62% |
$256K - $259K
|
14.6K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 61.85% |
$255K - $258K
|
13.9K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.3K+ 67.02% |
$254K - $257K
|
13.2K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5.26KNew |
$252K - $255K
|
5.26K
$127K
|