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 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-924- 15.61% |
$44.3K - $44.8K
|
5K
$120K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-940- 3.02% |
$45K - $45.6K
|
30.2K
$728K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-944- 2.78% |
$45.2K - $45.8K
|
33.1K
$797K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-974- 0.79% |
$46.6K - $47.2K
|
122K
$2.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1K- 19.29% |
$47.9K - $48.5K
|
4.19K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.01K- 10.58% |
$48.2K - $48.8K
|
8.51K
$205K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.02K- 9.86% |
$48.7K - $49.2K
|
9.29K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.04K- 3.66% |
$49.8K - $50.4K
|
27.4K
$660K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.11K- 1.62% |
$53K - $53.6K
|
67.1K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.12K- 16.81% |
$53.7K - $54.4K
|
5.55K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.14K- 15.16% |
$54.7K - $55.4K
|
6.4K
$154K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.16K- 99.74% |
$55.4K - $56K
|
3
$72.3
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.18K- 2.87% |
$56.4K - $57K
|
39.9K
$962K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.26K- 14.2% |
$60.1K - $60.8K
|
7.58K
$183K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.45K- 2.64% |
$69.3K - $70.1K
|
53.5K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.45K- 2.64% |
$69.3K - $70.1K
|
53.5K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.45K- 3.7% |
$69.4K - $70.3K
|
37.7K
$909K
|
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-1.49K- 3.21% |
$71.5K - $72.4K
|
45K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 2.56% |
$75.7K - $76.6K
|
60.3K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 55.94% |
$77.3K - $78.3K
|
1.27K
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.73K- 14.26% |
$83K - $84K
|
10.4K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.91K- 12.52% |
$91.3K - $92.4K
|
13.3K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.98K- 28.63% |
$94.7K - $95.9K
|
4.93K
$119K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-2.03K- 27.94% |
$97.3K - $98.5K
|
5.24K
$126K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.03K- 30.86% |
$97.4K - $98.6K
|
4.56K
$110K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-2.22K- 3.27% |
$106K - $108K
|
65.7K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.26K- 8.12% |
$108K - $109K
|
25.5K
$616K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.33K- 17.3% |
$112K - $113K
|
11.1K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.35K- 15.92% |
$113K - $114K
|
12.4K
$299K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.37K- 1.91% |
$113K - $115K
|
122K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.39K- 34.81% |
$114K - $116K
|
4.47K
$108K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.54K- 8.3% |
$122K - $123K
|
28K
$676K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.58K- 0.7% |
$123K - $125K
|
366K
$8.82M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.68K- 25.32% |
$128K - $130K
|
7.9K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.69K- 30.66% |
$129K - $130K
|
6.08K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.86K- 31.35% |
$137K - $139K
|
6.26K
$151K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.93K- 9.92% |
$140K - $142K
|
26.6K
$642K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 8.66% |
$142K - $143K
|
31.2K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.26K- 3.64% |
$156K - $158K
|
86.5K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.46K- 20.78% |
$166K - $168K
|
13.2K
$318K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.46K- 10.32% |
$166K - $168K
|
30.1K
$725K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.57K- 33.24% |
$171K - $173K
|
7.18K
$173K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.59K- 39.61% |
$172K - $174K
|
5.48K
$132K
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-3.76K- 2.98% |
$180K - $182K
|
122K
$2.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.95K- 49.75% |
$189K - $192K
|
3.99K
$96.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.08K- 66.66% |
$195K - $198K
|
2.04K
$49.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.1K- 20.34% |
$196K - $199K
|
16.1K
$387K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.16K- 30.5% |
$199K - $201K
|
9.47K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.28K- 9.48% |
$205K - $207K
|
40.9K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.39K- 4.3% |
$210K - $213K
|
97.7K
$2.36M
|