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 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-24K- 1.48% |
$1.15M - $1.16M
|
1.59M
$38.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-24.2K- 24.79% |
$1.16M - $1.17M
|
73.4K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25.1K- 25.0% |
$1.2M - $1.21M
|
75.2K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-27.4K- 9.21% |
$1.31M - $1.33M
|
270K
$6.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27.4K- 17.13% |
$1.31M - $1.33M
|
133K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28.2K- 6.64% |
$1.35M - $1.37M
|
397K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-28.7K- 38.08% |
$1.38M - $1.39M
|
46.7K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 74.04% |
$1.4M - $1.42M
|
10.3K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-30K- 26.24% |
$1.44M - $1.46M
|
84.4K
$2.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-30.6K- 7.05% |
$1.47M - $1.48M
|
404K
$9.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-30.6K- 12.58% |
$1.47M - $1.48M
|
213K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-31.3K- 9.46% |
$1.5M - $1.52M
|
300K
$7.22M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-32.5K- 10.57% |
$1.56M - $1.57M
|
275K
$6.62M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-33.3K- 37.3% |
$1.6M - $1.62M
|
56K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35.5K- 4.73% |
$1.7M - $1.72M
|
715K
$17.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-35.8K- 47.71% |
$1.71M - $1.73M
|
39.2K
$944K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40K- 32.26% |
$1.92M - $1.94M
|
84K
$2.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-42.9K- 4.11% |
$2.05M - $2.08M
|
1M
$24.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-43.2K- 51.66% |
$2.07M - $2.1M
|
40.4K
$974K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-44.5K- 22.49% |
$2.13M - $2.16M
|
153K
$3.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-46.8K- 46.25% |
$2.24M - $2.27M
|
54.4K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-51.3K- 22.44% |
$2.46M - $2.49M
|
177K
$4.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-55.8K- 9.26% |
$2.67M - $2.71M
|
547K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-62.2K- 43.56% |
$2.98M - $3.01M
|
80.5K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-62.7K- 37.56% |
$3M - $3.04M
|
104K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-63.9K- 58.09% |
$3.06M - $3.1M
|
46.1K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-72.1K- 42.95% |
$3.45M - $3.5M
|
95.8K
$2.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-79.1K- 33.79% |
$3.79M - $3.83M
|
155K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-82.5K- 54.02% |
$3.95M - $4M
|
70.2K
$1.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-87.4K- 20.79% |
$4.18M - $4.23M
|
333K
$8.02M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-96.1K- 91.59% |
$4.6M - $4.66M
|
8.82K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-106K- 22.59% |
$5.1M - $5.16M
|
365K
$8.79M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-112KClosed |
$5.35M - $5.42M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113K- 67.31% |
$5.43M - $5.49M
|
55K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-119K- 52.7% |
$5.69M - $5.76M
|
107K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 29.43% |
$5.78M - $5.85M
|
290K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-161K- 16.82% |
$7.69M - $7.78M
|
794K
$19.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-169K- 58.99% |
$8.1M - $8.2M
|
118K
$2.83M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-171K- 8.98% |
$8.18M - $8.28M
|
1.73M
$41.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205K- 95.23% |
$9.81M - $9.93M
|
10.3K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-205K- 71.81% |
$9.84M - $9.96M
|
80.6K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-222K- 18.0% |
$10.6M - $10.8M
|
1.01M
$24.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-228K- 19.59% |
$10.9M - $11.1M
|
938K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238K- 58.57% |
$11.4M - $11.6M
|
169K
$4.06M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-276K- 83.92% |
$13.2M - $13.4M
|
52.9K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-308K- 73.73% |
$14.8M - $14.9M
|
110K
$2.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-381K- 35.22% |
$18.3M - $18.5M
|
701K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-384K- 73.05% |
$18.4M - $18.6M
|
142K
$3.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-463K- 69.47% |
$22.2M - $22.4M
|
203K
$4.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-738K- 88.51% |
$35.3M - $35.8M
|
95.8K
$2.31M
|