Purchases and Sales Made in Q3 2022 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 16.32% |
$100K - $103K
|
10.6K
$257K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.09K- 18.65% |
$101K - $103K
|
9.12K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 1.37% |
$101K - $104K
|
152K
$3.66M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.1K- 6.32% |
$101K - $104K
|
31.1K
$752K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.22K- 2.17% |
$107K - $110K
|
100K
$2.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-2.27K- 34.33% |
$109K - $112K
|
4.34K
$105K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.29K- 12.21% |
$110K - $113K
|
16.4K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.38K- 6.4% |
$115K - $118K
|
34.8K
$840K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.41K- 1.36% |
$116K - $119K
|
175K
$4.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.44K- 58.14% |
$117K - $120K
|
1.76K
$42.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.46K- 1.95% |
$118K - $121K
|
123K
$2.98M
|
|
|
Oct 19, 2022
Q3 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-2.5K- 1.94% |
$120K - $123K
|
126K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.64K- 1.56% |
$127K - $131K
|
167K
$4.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 23.05% |
$131K - $134K
|
9.07K
$219K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 16.07% |
$154K - $158K
|
16.7K
$404K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.32K- 5.86% |
$160K - $164K
|
53.3K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.32K- 4.7% |
$160K - $164K
|
67.3K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.33K- 4.64% |
$160K - $164K
|
68.5K
$1.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.51K- 5.04% |
$169K - $173K
|
66.1K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.64K- 90.27% |
$175K - $180K
|
392
$9.46K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.69K- 9.75% |
$178K - $182K
|
34.2K
$825K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.86K- 3.51% |
$186K - $191K
|
106K
$2.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 5.29% |
$193K - $198K
|
71.9K
$1.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.15K- 0.98% |
$200K - $205K
|
420K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-4.44K- 6.75% |
$214K - $219K
|
61.3K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.62K- 16.92% |
$223K - $228K
|
22.7K
$548K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.64K- 1.87% |
$223K - $229K
|
243K
$5.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.66K- 52.13% |
$224K - $230K
|
4.27K
$103K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.96K- 2.71% |
$239K - $245K
|
178K
$4.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.99K- 4.95% |
$240K - $246K
|
95.7K
$2.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.3K- 42.15% |
$255K - $262K
|
7.28K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-5.38K- 13.71% |
$259K - $265K
|
33.8K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.38K- 3.02% |
$259K - $265K
|
173K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.49K- 2.33% |
$264K - $271K
|
231K
$5.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.53K- 50.9% |
$266K - $273K
|
5.34K
$129K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.69K- 5.28% |
$274K - $281K
|
102K
$2.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.97K- 27.08% |
$288K - $295K
|
16.1K
$388K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.04K- 44.16% |
$291K - $298K
|
7.64K
$184K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.13K- 16.45% |
$295K - $303K
|
31.1K
$752K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.19K- 40.01% |
$298K - $305K
|
9.28K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.48K- 11.37% |
$312K - $320K
|
50.6K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6.55K- 45.19% |
$315K - $323K
|
7.94K
$192K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.76K- 3.86% |
$325K - $334K
|
168K
$4.06M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.85K- 57.97% |
$330K - $338K
|
4.96K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.57K- 62.9% |
$364K - $373K
|
4.46K
$108K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.12K- 2.45% |
$391K - $401K
|
324K
$7.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.69K- 25.32% |
$418K - $429K
|
25.6K
$619K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.72KClosed |
$420K - $430K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8.85K- 10.7% |
$426K - $437K
|
73.8K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-9.25K- 67.68% |
$445K - $457K
|
4.42K
$107K
|