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 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.97KClosed |
$197K - $202K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.99KClosed |
$198K - $203K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4KClosed |
$198K - $203K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.05K- 27.1% |
$200K - $206K
|
10.9K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.07K- 80.14% |
$201K - $207K
|
1.01K
$24.3K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.14K- 3.19% |
$205K - $211K
|
126K
$3.03M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.15KClosed |
$205K - $211K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.17KClosed |
$206K - $212K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.28KClosed |
$212K - $218K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4.31K- 4.77% |
$213K - $219K
|
86K
$2.07M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.31K- 49.48% |
$213K - $219K
|
4.4K
$106K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-4.39KClosed |
$217K - $223K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.57K- 10.73% |
$226K - $232K
|
38K
$917K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.59K- 2.74% |
$227K - $233K
|
163K
$3.93M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.64K- 1.58% |
$229K - $236K
|
289K
$6.97M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.73K- 44.72% |
$234K - $240K
|
5.84K
$141K
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.73K- 34.52% |
$234K - $241K
|
8.98K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-4.77K- 1.93% |
$236K - $242K
|
242K
$5.84M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.81KClosed |
$238K - $245K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.83KClosed |
$239K - $246K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.88K- 35.4% |
$241K - $248K
|
8.9K
$215K
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 14.45% |
$241K - $248K
|
28.9K
$696K
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-4.89KClosed |
$242K - $248K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.91K- 26.34% |
$243K - $250K
|
13.7K
$331K
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-5.07K- 5.19% |
$251K - $257K
|
92.6K
$2.23M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.13K- 17.61% |
$254K - $261K
|
24K
$579K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.13K- 3.99% |
$254K - $261K
|
124K
$2.98M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.15KClosed |
$255K - $262K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-5.17K- 68.91% |
$256K - $263K
|
2.33K
$56.3K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.19K- 40.65% |
$257K - $264K
|
7.58K
$183K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.26KClosed |
$260K - $267K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.43K- 6.33% |
$269K - $276K
|
80.4K
$1.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$272K - $280K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-5.54K- 2.76% |
$274K - $281K
|
195K
$4.7M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.56KClosed |
$275K - $282K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.75K- 32.87% |
$285K - $292K
|
11.7K
$283K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.84KClosed |
$289K - $297K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$298K - $306K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.03K- 11.45% |
$298K - $306K
|
46.6K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.12KClosed |
$303K - $311K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.22KClosed |
$308K - $316K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.76K- 53.14% |
$334K - $344K
|
5.96K
$144K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-6.85KClosed |
$339K - $348K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.91K- 10.74% |
$342K - $351K
|
57.4K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$350K - $360K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-7.09K- 19.17% |
$351K - $360K
|
29.9K
$720K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.94K- 5.58% |
$393K - $404K
|
134K
$3.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8K- 26.11% |
$396K - $406K
|
22.6K
$546K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.27KClosed |
$409K - $420K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.34KClosed |
$413K - $424K
|
0
$0
|