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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.26K- 3.14% |
$446K - $457K
|
286K
$6.91M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.46K- 7.08% |
$455K - $467K
|
124K
$3M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.53K- 5.71% |
$459K - $471K
|
157K
$3.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-9.57K- 2.61% |
$461K - $472K
|
357K
$8.63M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-9.6K- 15.9% |
$462K - $474K
|
50.8K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9.62K- 7.19% |
$463K - $475K
|
124K
$3M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-9.89K- 1.49% |
$476K - $488K
|
653K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-9.97K- 61.66% |
$480K - $492K
|
6.2K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.98K- 2.22% |
$480K - $493K
|
439K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10.5K- 26.21% |
$506K - $518K
|
29.6K
$714K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 8.65% |
$511K - $524K
|
112K
$2.71M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.9K- 35.1% |
$525K - $539K
|
20.2K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-11.1K- 50.98% |
$534K - $547K
|
10.7K
$258K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 9.03% |
$547K - $561K
|
114K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.9K- 7.22% |
$572K - $586K
|
153K
$3.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-13.6K- 4.36% |
$653K - $669K
|
297K
$7.18M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-15.4K- 56.88% |
$742K - $761K
|
11.7K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15.9K- 69.43% |
$766K - $786K
|
7.01K
$169K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.2K- 15.32% |
$778K - $798K
|
89.4K
$2.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16.3K- 19.26% |
$784K - $804K
|
68.2K
$1.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-16.6K- 1.57% |
$799K - $819K
|
1.04M
$25.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.8K- 50.97% |
$810K - $830K
|
16.2K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-18.9K- 30.99% |
$909K - $932K
|
42K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.2K- 46.28% |
$926K - $949K
|
22.3K
$539K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.6K- 55.27% |
$945K - $969K
|
15.9K
$384K
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-19.8K- 25.07% |
$955K - $979K
|
59.3K
$1.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-19.9K- 82.5% |
$957K - $981K
|
4.21K
$102K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20K- 17.0% |
$963K - $987K
|
97.6K
$2.36M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-20K- 10.71% |
$965K - $989K
|
167K
$4.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-20.8K- 8.96% |
$1M - $1.03M
|
211K
$5.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-21.1K- 57.6% |
$1.02M - $1.04M
|
15.5K
$376K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-21.6K- 34.49% |
$1.04M - $1.07M
|
41K
$991K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-21.7K- 76.43% |
$1.05M - $1.07M
|
6.7K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23K- 63.11% |
$1.11M - $1.14M
|
13.5K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.5K- 22.01% |
$1.13M - $1.16M
|
83.4K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.8K- 10.99% |
$1.14M - $1.17M
|
193K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-24.9K- 57.17% |
$1.2M - $1.23M
|
18.7K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26K- 28.11% |
$1.25M - $1.28M
|
66.5K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-26.4K- 81.66% |
$1.27M - $1.3M
|
5.92K
$143K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-27.6K- 12.95% |
$1.33M - $1.36M
|
185K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30.6K- 9.45% |
$1.47M - $1.51M
|
293K
$7.09M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-33.8KClosed |
$1.63M - $1.67M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-33.9K- 14.61% |
$1.63M - $1.67M
|
198K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34K- 4.6% |
$1.64M - $1.68M
|
705K
$17M
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-34.7K- 55.57% |
$1.67M - $1.71M
|
27.7K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-35.7K- 9.79% |
$1.72M - $1.76M
|
329K
$7.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-40.4K- 6.28% |
$1.95M - $1.99M
|
603K
$14.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.6K- 2.22% |
$1.95M - $2M
|
1.79M
$43.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.7K- 53.09% |
$2.15M - $2.21M
|
39.5K
$955K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-45K- 16.44% |
$2.17M - $2.22M
|
229K
$5.52M
|