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 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-135- 0.82% |
$6.68K - $6.86K
|
16.4K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143- 2.41% |
$7.07K - $7.27K
|
5.79K
$141K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-145- 5.35% |
$7.17K - $7.37K
|
2.57K
$62.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-150- 24.63% |
$7.42K - $7.62K
|
459
$11.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-157- 1.88% |
$7.77K - $7.98K
|
8.19K
$200K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-190- 55.88% |
$9.4K - $9.66K
|
150
$3.65K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 3.82% |
$9.89K - $10.2K
|
5.03K
$123K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-200- 0.86% |
$9.89K - $10.2K
|
23.1K
$562K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-204Closed |
$10.1K - $10.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-221- 20.63% |
$10.9K - $11.2K
|
850
$20.7K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-245- 1.97% |
$12.1K - $12.5K
|
12.2K
$297K
|
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-251- 1.6% |
$12.4K - $12.8K
|
15.4K
$376K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-260- 0.6% |
$12.9K - $13.2K
|
42.8K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-281Closed |
$13.9K - $14.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-285- 0.28% |
$14.1K - $14.5K
|
102K
$2.47M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-285- 0.83% |
$14.1K - $14.5K
|
34.2K
$833K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-294Closed |
$14.5K - $14.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-372Closed |
$18.4K - $18.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-399- 9.23% |
$19.7K - $20.3K
|
3.92K
$95.6K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-400- 2.4% |
$19.8K - $20.3K
|
16.3K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-400- 0.92% |
$19.8K - $20.3K
|
42.9K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-405Closed |
$20K - $20.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-434- 3.8% |
$21.5K - $22.1K
|
11K
$267K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-434- 6.18% |
$21.5K - $22.1K
|
6.59K
$160K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-440- 0.91% |
$21.8K - $22.4K
|
48.2K
$1.17M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-458Closed |
$22.7K - $23.3K
|
0
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-463- 0.9% |
$22.9K - $23.5K
|
50.8K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-490- 13.9% |
$24.2K - $24.9K
|
3.03K
$73.9K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-500- 8.22% |
$24.7K - $25.4K
|
5.59K
$136K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-517- 1.58% |
$25.6K - $26.3K
|
32.1K
$783K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-564- 0.55% |
$27.9K - $28.7K
|
102K
$2.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-596- 11.82% |
$29.5K - $30.3K
|
4.45K
$108K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-605- 3.0% |
$29.9K - $30.7K
|
19.6K
$477K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-612Closed |
$30.3K - $31.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-625- 0.48% |
$30.9K - $31.8K
|
131K
$3.18M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-657- 2.29% |
$32.5K - $33.4K
|
28.1K
$684K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-663Closed |
$32.8K - $33.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-670Closed |
$33.1K - $34K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-684- 3.46% |
$33.8K - $34.8K
|
19.1K
$464K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-698- 8.06% |
$34.5K - $35.5K
|
7.97K
$194K
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-703- 0.74% |
$34.8K - $35.7K
|
93.8K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-717Closed |
$35.5K - $36.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-756- 4.58% |
$37.4K - $38.4K
|
15.7K
$383K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-760- 8.59% |
$37.6K - $38.6K
|
8.09K
$197K
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-794- 4.51% |
$39.3K - $40.4K
|
16.8K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-796- 0.43% |
$39.4K - $40.5K
|
186K
$4.52M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-808- 2.6% |
$40K - $41.1K
|
30.2K
$737K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-817Closed |
$40.4K - $41.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-818- 5.8% |
$40.5K - $41.6K
|
13.3K
$324K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-909Closed |
$45K - $46.2K
|
0
$0
|