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
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.29K+ 7.2% |
$61.8K - $62.5K
|
19.2K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.28K+ 1.92% |
$61.2K - $61.9K
|
67.8K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.26K+ 4.82% |
$60.2K - $61K
|
27.4K
$660K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.2K+ 23.5% |
$57.3K - $58K
|
6.29K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12KNew |
$53.6K - $54.3K
|
1.12K
$27K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 10.8% |
$52.6K - $53.2K
|
11.3K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 0.36% |
$49.7K - $50.3K
|
287K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.02K+ 100.0% |
$48.8K - $49.3K
|
2.04K
$49.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01K+ 2.22% |
$48.4K - $49K
|
46.6K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
1K+ 6.7% |
$48K - $48.6K
|
16K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
880+ 5.44% |
$42.1K - $42.7K
|
17.1K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
825New |
$39.5K - $40K
|
825
$19.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802New |
$38.4K - $38.9K
|
802
$19.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
790+ 7.52% |
$37.8K - $38.3K
|
11.3K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
786+ 263.76% |
$37.6K - $38.1K
|
1.08K
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
748+ 2.41% |
$35.8K - $36.3K
|
31.8K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
647New |
$31K - $31.4K
|
647
$15.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
638+ 19.68% |
$30.6K - $30.9K
|
3.88K
$93.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
516+ 7.18% |
$24.7K - $25K
|
7.71K
$186K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500+ 100.0% |
$23.9K - $24.2K
|
1K
$24.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
432New |
$20.7K - $20.9K
|
432
$10.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
421+ 467.78% |
$20.2K - $20.4K
|
511
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
417New |
$20K - $20.2K
|
417
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
412+ 1.28% |
$19.7K - $20K
|
32.5K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405New |
$19.4K - $19.6K
|
405
$9.76K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
398+ 5.89% |
$19.1K - $19.3K
|
7.16K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
339+ 0.74% |
$16.2K - $16.4K
|
46.1K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
332New |
$15.9K - $16.1K
|
332
$8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
310+ 8.39% |
$14.8K - $15K
|
4.01K
$96.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
292New |
$14K - $14.2K
|
292
$7.04K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
278+ 10.21% |
$13.3K - $13.5K
|
3K
$72.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
258New |
$12.4K - $12.5K
|
258
$6.22K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
255+ 85.86% |
$12.2K - $12.4K
|
552
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
246+ 1.74% |
$11.8K - $11.9K
|
14.4K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
215New |
$10.3K - $10.4K
|
215
$5.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
207+ 0.12% |
$9.91K - $10K
|
179K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
207+ 3.79% |
$9.91K - $10K
|
5.67K
$137K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$9.58K - $9.69K
|
200
$4.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
197+ 0.72% |
$9.43K - $9.55K
|
27.4K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
196+ 0.74% |
$9.39K - $9.5K
|
26.7K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
191+ 0.74% |
$9.15K - $9.26K
|
25.8K
$623K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162New |
$7.76K - $7.85K
|
162
$3.91K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
147New |
$7.04K - $7.13K
|
147
$3.54K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
145+ 3.3% |
$6.94K - $7.03K
|
4.53K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
145+ 0.41% |
$6.94K - $7.03K
|
35.3K
$852K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
140New |
$6.7K - $6.79K
|
140
$3.38K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
113+ 0.58% |
$5.41K - $5.48K
|
19.5K
$470K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
110+ 0.62% |
$5.27K - $5.33K
|
17.8K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
100+ 0.61% |
$4.79K - $4.85K
|
16.5K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 2.12% |
$4.79K - $4.85K
|
4.81K
$116K
|