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 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
4.98K+ 0.82% |
$239K - $242K
|
612K
$14.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
4.95KNew |
$237K - $240K
|
4.95K
$119K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.94KNew |
$236K - $239K
|
4.94K
$119K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.82K+ 20.7% |
$231K - $234K
|
28.1K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.81K+ 2.5% |
$230K - $233K
|
197K
$4.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.68K+ 4.57% |
$224K - $227K
|
107K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.64KNew |
$222K - $225K
|
4.64K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.37KNew |
$209K - $212K
|
4.37K
$105K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.23KNew |
$203K - $205K
|
4.23K
$102K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.21K+ 14.67% |
$202K - $204K
|
32.9K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.14K+ 1.41% |
$198K - $201K
|
297K
$7.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.95KNew |
$189K - $191K
|
3.95K
$95.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 175.42% |
$188K - $191K
|
6.18K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 18.3% |
$186K - $189K
|
25.2K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3.72K+ 59.96% |
$178K - $180K
|
9.91K
$239K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.67K+ 3.46% |
$176K - $178K
|
110K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.5K+ 36.16% |
$168K - $170K
|
13.2K
$318K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$159K - $161K
|
3.33K
$80.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.24K+ 42.76% |
$155K - $157K
|
10.8K
$261K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.22K+ 2.18% |
$154K - $156K
|
151K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
3.07KNew |
$147K - $149K
|
3.07K
$74.1K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.97K+ 0.7% |
$142K - $144K
|
429K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.94K+ 45.43% |
$141K - $142K
|
9.41K
$227K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93K+ 3.12% |
$140K - $142K
|
97.1K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.85K+ 11.62% |
$137K - $138K
|
27.4K
$661K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.84KNew |
$136K - $138K
|
2.84K
$68.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$130K - $131K
|
2.71K
$65.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.4KNew |
$115K - $116K
|
2.4K
$57.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.35K+ 21.73% |
$113K - $114K
|
13.2K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.24K+ 6.09% |
$107K - $109K
|
39.1K
$942K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.17K+ 23.95% |
$104K - $105K
|
11.2K
$271K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.93K+ 0.95% |
$92.5K - $93.6K
|
205K
$4.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.93K+ 31.21% |
$92.5K - $93.6K
|
8.12K
$196K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.9K+ 555.26% |
$90.9K - $92K
|
2.24K
$54K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.88K+ 2.55% |
$90.1K - $91.2K
|
75.7K
$1.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.83K+ 0.99% |
$87.8K - $88.8K
|
187K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.83K+ 25.56% |
$87.5K - $88.6K
|
8.97K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.8K+ 1396.9% |
$86.3K - $87.3K
|
1.93K
$46.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.73K+ 32.93% |
$82.7K - $83.7K
|
6.97K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.7K+ 5.03% |
$81.6K - $82.5K
|
35.5K
$857K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.65K+ 8.77% |
$79K - $79.9K
|
20.5K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.59K+ 22.65% |
$76.1K - $77K
|
8.61K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 7.01% |
$74.6K - $75.5K
|
23.8K
$573K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.5K+ 500.0% |
$71.8K - $72.7K
|
1.8K
$43.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.45K+ 21.01% |
$69.4K - $70.3K
|
8.35K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.38K+ 1405.1% |
$65.9K - $66.7K
|
1.48K
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.35KNew |
$64.8K - $65.6K
|
1.35K
$32.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1.35K+ 7.58% |
$64.6K - $65.4K
|
19.2K
$462K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 17.46% |
$62.1K - $62.8K
|
8.72K
$210K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.2% |
$61.8K - $62.5K
|
19.2K
$463K
|