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 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-4.61K- 11.98% |
$221K - $224K
|
33.9K
$817K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-4.89K- 41.83% |
$234K - $237K
|
6.8K
$164K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.93K- 60.42% |
$236K - $239K
|
3.23K
$77.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.94K- 9.71% |
$237K - $240K
|
46K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.95K- 28.16% |
$237K - $240K
|
12.6K
$305K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.03K- 34.84% |
$241K - $244K
|
9.41K
$227K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.33K- 33.59% |
$255K - $259K
|
10.5K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.49K- 21.53% |
$263K - $266K
|
20K
$482K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-5.62K- 21.19% |
$269K - $272K
|
20.9K
$504K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.8K- 9.53% |
$278K - $281K
|
55K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.99K- 27.86% |
$287K - $290K
|
15.5K
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.1K- 37.09% |
$292K - $295K
|
10.3K
$249K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.14K- 1.74% |
$294K - $298K
|
348K
$8.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.25K- 38.83% |
$299K - $303K
|
9.84K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.59K- 31.17% |
$315K - $319K
|
14.5K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-6.78K- 11.33% |
$325K - $329K
|
53.1K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-6.99K- 7.0% |
$335K - $339K
|
92.8K
$2.24M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-7.4K- 1.69% |
$355K - $359K
|
431K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 5.08% |
$368K - $373K
|
144K
$3.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.7K- 24.57% |
$369K - $373K
|
23.6K
$570K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7.74K- 38.01% |
$371K - $375K
|
12.6K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9.36K- 41.21% |
$448K - $454K
|
13.3K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9.43K- 42.25% |
$452K - $457K
|
12.9K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.66K- 39.3% |
$462K - $468K
|
14.9K
$360K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.98K- 19.47% |
$478K - $484K
|
41.3K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.5K- 0.52% |
$502K - $508K
|
2.01M
$48.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.2K- 21.0% |
$536K - $542K
|
42.1K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-11.9K- 4.27% |
$570K - $577K
|
267K
$6.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.9K- 14.78% |
$618K - $625K
|
74.4K
$1.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 47.53% |
$649K - $656K
|
15K
$361K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14K- 54.39% |
$670K - $678K
|
11.7K
$283K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-16.2K- 27.38% |
$777K - $787K
|
43K
$1.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.3K- 23.85% |
$782K - $791K
|
52.1K
$1.26M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-16.6K- 53.17% |
$793K - $803K
|
14.6K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.7K- 10.62% |
$798K - $807K
|
140K
$3.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-16.7K- 31.03% |
$802K - $811K
|
37.2K
$897K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.8K- 9.43% |
$803K - $813K
|
161K
$3.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-16.8K- 16.63% |
$805K - $815K
|
84.3K
$2.03M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-17.5K- 8.84% |
$837K - $847K
|
180K
$4.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-18.4K- 27.83% |
$880K - $891K
|
47.7K
$1.15M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-18.7K- 5.4% |
$898K - $909K
|
329K
$7.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19.3K- 26.86% |
$924K - $936K
|
52.6K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20.7K- 49.24% |
$991K - $1M
|
21.3K
$514K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-20.8K- 81.62% |
$994K - $1.01M
|
4.67K
$113K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-21.2K- 15.64% |
$1.02M - $1.03M
|
114K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.4K- 6.61% |
$1.02M - $1.04M
|
302K
$7.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-23.2K- 45.78% |
$1.11M - $1.13M
|
27.5K
$663K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23.3K- 72.18% |
$1.12M - $1.13M
|
8.99K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-23.4K- 46.09% |
$1.12M - $1.13M
|
27.4K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-23.8K- 24.89% |
$1.14M - $1.15M
|
71.9K
$1.73M
|