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
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
92
+ 53.18%
$4.41K - $4.46K
265 $6.39K
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

BUY
 -
87
New
$4.17K - $4.22K
87 $2.1K
Feb 14, 2023 Q4 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
70
+ 0.3%
$3.35K - $3.39K
23.7K $572K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
67
New
$3.21K - $3.25K
67 $1.62K
Jan 11, 2023 Q4 2022
Financial Consulate, Inc

BUY
 -
65
+ 0.72%
$3.11K - $3.15K
9.03K $218K
Feb 10, 2023 Q4 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
64
+ 0.14%
$3.06K - $3.1K
46.8K $1.13M
Feb 27, 2023 Q4 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
63
New
$3.02K - $3.05K
63 $1.52K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
60
New
$2.87K - $2.91K
60 $1.45K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
57
+ 0.22%
$2.73K - $2.76K
25.7K $619K
Feb 13, 2023 Q4 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
51
+ 5.35%
$2.44K - $2.47K
1.01K $24.2K
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

BUY
 -
44
+ 0.73%
$2.11K - $2.13K
6.09K $147K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
43
+ 16.54%
$2.06K - $2.08K
303 $7.31K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
35
+ 0.73%
$1.68K - $1.7K
4.8K $116K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
32
+ 0.6%
$1.53K - $1.55K
5.37K $129K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
30
+ 38.46%
$1.44K - $1.45K
108 $2.6K
Jan 27, 2023 Q4 2022
West Branch Capital LLC

BUY
 -
26
+ 0.73%
$1.25K - $1.26K
3.59K $86.6K
Feb 06, 2023 Q4 2022
Lansing Street Advisors

BUY
 -
26
+ 0.75%
$1.25K - $1.26K
3.47K $83.8K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
25
+ 0.47%
$1.2K - $1.21K
5.3K $128K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
25
New
$1.2K - $1.21K
25 $603
Jan 24, 2023 Q4 2022
Brand Asset Management Group, Inc.

BUY
 -
25
+ 0.58%
$1.2K - $1.21K
4.32K $104K
Feb 06, 2023 Q4 2022
Red Cedar Capital, LLC

BUY
 -
21
+ 0.77%
$1.01K - $1.02K
2.76K $66.5K
Jan 26, 2023 Q4 2022
Sightline Wealth Advisors, LLC

BUY
 -
20
+ 0.19%
$958 - $969
10.7K $257K
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
18
+ 0.29%
$862 - $872
6.2K $150K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
18
+ 0.09%
$862 - $872
21.1K $509K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
15
+ 0.49%
$718 - $727
3.05K $73.5K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
12
+ 0.05%
$575 - $582
22.1K $533K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
8
New
$383 - $388
8 $193
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
8
New
$383 - $388
8 $193
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
7
+ 0.82%
$335 - $339
859 $20.7K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
6
+ 0.39%
$287 - $291
1.53K $36.8K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
6
+ 0.29%
$287 - $291
2.07K $49.9K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
6
+ 5.77%
$287 - $291
110 $2.65K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5
New
$239 - $242
5 $121
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
4
+ 0.65%
$192 - $194
622 $15K
Jan 19, 2023 Q4 2022
Hengehold Capital Management LLC

BUY
 -
3
+ 0.04%
$144 - $145
8.16K $197K
Feb 06, 2023 Q4 2022
Black Diamond Financial, LLC

BUY
 -
2
+ 0.01%
$95.8 - $96.9
14.5K $349K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
2
New
$95.8 - $96.9
2 $48.2
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 1.45%
$47.9 - $48.5
70 $1.69K
Feb 10, 2023 Q4 2022
Jacobsen Capital Management

SELL
 -
-13
- 0.14%
$623 - $630
9.05K $218K
Jan 17, 2023 Q4 2022
Veery Capital, LLC

SELL
 -
-14
- 0.11%
$670 - $679
12.2K $294K
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

SELL
 -
-25
- 0.44%
$1.2K - $1.21K
5.72K $138K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-25
- 7.94%
$1.2K - $1.21K
290 $6.99K
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
SELL
 -
-30
- 6.37%
$1.44K - $1.45K
441 $10.6K
Feb 13, 2023 Q4 2022
Independent Advisor Alliance

SELL
 -
-38
- 0.83%
$1.82K - $1.84K
4.56K $110K
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

SELL
 -
-42
- 9.13%
$2.01K - $2.04K
418 $10.1K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-44
- 0.49%
$2.11K - $2.13K
8.89K $214K
Jan 20, 2023 Q4 2022
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-58
- 0.7%
$2.78K - $2.81K
8.18K $197K
Feb 02, 2023 Q4 2022
Nelson Capital Management, LLC

SELL
 -
-60
- 0.39%
$2.87K - $2.91K
15.5K $373K
Jan 20, 2023 Q4 2022
Signet Investment Advisory Group, Inc.

SELL
 -
-72
- 0.55%
$3.45K - $3.49K
12.9K $312K

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