Purchases and Sales Made in Q1 2022 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-38.3K- 21.42% |
$1.89M - $1.95M
|
140K
$3.39M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-38.6K- 4.88% |
$1.91M - $1.96M
|
753K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-42.1K- 81.33% |
$2.08M - $2.14M
|
9.66K
$233K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-42.5K- 27.98% |
$2.1M - $2.16M
|
109K
$2.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-46K- 56.76% |
$2.27M - $2.34M
|
35K
$844K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46.3K- 66.48% |
$2.29M - $2.35M
|
23.3K
$563K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.5KClosed |
$2.3M - $2.37M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 25.59% |
$2.38M - $2.44M
|
140K
$3.37M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50.3K- 11.34% |
$2.49M - $2.55M
|
393K
$9.48M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52.5K- 12.3% |
$2.6M - $2.67M
|
374K
$9.03M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52.9KClosed |
$2.62M - $2.69M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-54.9KClosed |
$2.72M - $2.79M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-55K- 47.26% |
$2.72M - $2.8M
|
61.4K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55.8K- 39.4% |
$2.76M - $2.84M
|
85.8K
$2.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-57.7K- 37.34% |
$2.86M - $2.93M
|
96.9K
$2.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-63.4KClosed |
$3.14M - $3.22M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-64.8K- 65.19% |
$3.21M - $3.29M
|
34.6K
$834K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-68.4K- 43.67% |
$3.39M - $3.48M
|
88.3K
$2.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-68.5K- 24.6% |
$3.39M - $3.48M
|
210K
$5.06M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-69.7K- 24.47% |
$3.45M - $3.54M
|
215K
$5.19M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-70.6KClosed |
$3.49M - $3.59M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83K- 4.83% |
$4.1M - $4.22M
|
1.63M
$39.4M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-85.9K- 19.76% |
$4.25M - $4.36M
|
349K
$8.4M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-89.6K- 94.88% |
$4.43M - $4.55M
|
4.84K
$117K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-95.7K- 4.41% |
$4.74M - $4.86M
|
2.07M
$50M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-104K- 28.2% |
$5.13M - $5.27M
|
264K
$6.36M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-106K- 10.92% |
$5.24M - $5.38M
|
864K
$20.8M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-120K- 96.59% |
$5.95M - $6.11M
|
4.24K
$102K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-120K- 26.38% |
$5.95M - $6.12M
|
336K
$8.1M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-124K- 92.55% |
$6.14M - $6.31M
|
9.99K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-126K- 48.16% |
$6.24M - $6.41M
|
136K
$3.27M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-131KClosed |
$6.46M - $6.63M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-142K- 79.9% |
$7.04M - $7.23M
|
35.8K
$863K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-146K- 19.82% |
$7.25M - $7.44M
|
593K
$14.3M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-149K- 6.4% |
$7.35M - $7.55M
|
2.17M
$52.4M
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-180K- 31.41% |
$8.89M - $9.13M
|
392K
$9.46M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-199K- 70.89% |
$9.83M - $10.1M
|
81.6K
$1.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-208KClosed |
$10.3M - $10.6M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-208KClosed |
$10.3M - $10.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-294K- 3.12% |
$14.5M - $14.9M
|
9.13M
$220M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-380K- 95.95% |
$18.8M - $19.3M
|
16K
$386K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-396K- 53.51% |
$19.6M - $20.1M
|
344K
$8.3M
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-473KClosed |
$23.4M - $24M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-518K- 98.6% |
$25.6M - $26.3M
|
7.35K
$177K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-908K- 97.98% |
$44.9M - $46.1M
|
18.7K
$451K
|
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.37M- 72.29% |
$68M - $69.9M
|
527K
$12.7M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.71M- 95.32% |
$134M - $138M
|
133K
$3.21M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17M- 47.76% |
$840M - $862M
|
18.6M
$447M
|