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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-72- 0.55% |
$3.45K - $3.49K
|
12.9K
$314K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-87- 0.76% |
$4.17K - $4.22K
|
11.3K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-88- 1.95% |
$4.21K - $4.27K
|
4.43K
$108K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-89- 1.22% |
$4.26K - $4.31K
|
7.19K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-100- 0.85% |
$4.79K - $4.85K
|
11.7K
$285K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-108- 1.0% |
$5.17K - $5.23K
|
10.7K
$260K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-113- 0.41% |
$5.41K - $5.48K
|
27.2K
$662K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-125- 0.56% |
$5.99K - $6.06K
|
22.1K
$536K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 15.05% |
$6.18K - $6.25K
|
728
$17.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-135- 23.44% |
$6.47K - $6.54K
|
441
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-209- 3.26% |
$10K - $10.1K
|
6.19K
$151K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-219- 4.3% |
$10.5K - $10.6K
|
4.87K
$119K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-219- 4.3% |
$10.5K - $10.6K
|
4.87K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-223- 2.64% |
$10.7K - $10.8K
|
8.22K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-230- 2.75% |
$11K - $11.1K
|
8.14K
$198K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-236- 4.19% |
$11.3K - $11.4K
|
5.4K
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-246- 2.15% |
$11.8K - $11.9K
|
11.2K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 1.36% |
$13K - $13.1K
|
19.7K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-282- 7.83% |
$13.5K - $13.7K
|
3.32K
$80.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-306- 28.57% |
$14.7K - $14.8K
|
765
$18.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-321- 5.52% |
$15.4K - $15.6K
|
5.49K
$134K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-329- 4.29% |
$15.8K - $15.9K
|
7.35K
$179K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-345- 1.17% |
$16.5K - $16.7K
|
29.1K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-348- 1.75% |
$16.7K - $16.9K
|
19.6K
$476K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-358- 49.65% |
$17.1K - $17.4K
|
363
$8.83K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-363- 3.32% |
$17.4K - $17.6K
|
10.6K
$257K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-381- 5.29% |
$18.2K - $18.5K
|
6.82K
$166K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-392- 3.31% |
$18.8K - $19K
|
11.5K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-400- 5.18% |
$19.2K - $19.4K
|
7.33K
$178K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-426- 0.75% |
$20.4K - $20.6K
|
56.7K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-442- 2.2% |
$21.2K - $21.4K
|
19.7K
$479K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-452- 72.32% |
$21.6K - $21.9K
|
173
$4.21K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-480- 5.13% |
$23K - $23.3K
|
8.88K
$216K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-559- 12.66% |
$26.8K - $27.1K
|
3.86K
$93.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-590- 5.2% |
$28.3K - $28.6K
|
10.8K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-631- 4.51% |
$30.2K - $30.6K
|
13.4K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-632- 10.21% |
$30.3K - $30.6K
|
5.56K
$135K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-658- 0.59% |
$31.5K - $31.9K
|
112K
$2.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-688- 53.17% |
$32.9K - $33.3K
|
606
$14.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-701- 45.31% |
$33.6K - $34K
|
846
$20.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-724- 9.92% |
$34.7K - $35.1K
|
6.57K
$160K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-768- 94.12% |
$36.8K - $37.2K
|
48
$1.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-822- 83.71% |
$39.4K - $39.8K
|
160
$3.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-828- 6.76% |
$39.7K - $40.1K
|
11.4K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-848- 13.63% |
$40.6K - $41.1K
|
5.37K
$131K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-852- 11.75% |
$40.8K - $41.3K
|
6.4K
$156K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-860- 40.91% |
$41.2K - $41.7K
|
1.24K
$30.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-898- 2.58% |
$43K - $43.5K
|
33.9K
$824K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-901- 13.45% |
$43.1K - $43.7K
|
5.8K
$141K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-901- 96.99% |
$43.1K - $43.7K
|
28
$681
|