Purchases and Sales Made in Q2 2022 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1M+ 36.83% |
$491M - $499M
|
37.4M
$902M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9M+ 1427.46% |
$92.7M - $94.4M
|
2.04M
$49.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.09M+ 207.66% |
$53.3M - $54.3M
|
1.62M
$39.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
844K+ 112.01% |
$41.1M - $41.8M
|
1.6M
$38.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
802K+ 38.64% |
$39.1M - $39.7M
|
2.88M
$69.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
780K+ 472.01% |
$38M - $38.7M
|
945K
$22.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
663KNew |
$32.3M - $32.9M
|
663K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
660K+ 7.23% |
$32.2M - $32.7M
|
9.79M
$236M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
535K+ 8842.72% |
$26.1M - $26.5M
|
541K
$13M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
533K+ 149.23% |
$26M - $26.4M
|
891K
$21.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
444K+ 98.45% |
$21.7M - $22M
|
896K
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
443K+ 6827.7% |
$21.6M - $21.9M
|
449K
$10.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
424KNew |
$20.7M - $21.1M
|
424K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
358K+ 7638.17% |
$17.5M - $17.8M
|
363K
$8.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
327KNew |
$15.9M - $16.2M
|
327K
$7.88M
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
290KNew |
$14.1M - $14.4M
|
290K
$6.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
271KNew |
$13.2M - $13.5M
|
271K
$6.54M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
266K+ 3438.85% |
$13M - $13.2M
|
273K
$6.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
254KNew |
$12.4M - $12.6M
|
254K
$6.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
224K+ 25.46% |
$10.9M - $11.1M
|
1.1M
$26.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
193K+ 11.82% |
$9.41M - $9.57M
|
1.83M
$44M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
193KNew |
$9.41M - $9.57M
|
193K
$4.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
187K+ 586.33% |
$9.12M - $9.28M
|
219K
$5.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
184K+ 145.68% |
$8.97M - $9.13M
|
310K
$7.48M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
183KNew |
$8.91M - $9.07M
|
183K
$4.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
178KNew |
$8.69M - $8.84M
|
178K
$4.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 75.26% |
$8.55M - $8.7M
|
409K
$9.85M
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
174K+ 69.95% |
$8.46M - $8.61M
|
422K
$10.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
163K+ 2219.73% |
$7.95M - $8.09M
|
171K
$4.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
156K+ 17.18% |
$7.6M - $7.73M
|
1.06M
$25.6M
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
149K+ 69.41% |
$7.28M - $7.41M
|
365K
$8.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 24.72% |
$7.14M - $7.26M
|
739K
$17.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 24.72% |
$7.14M - $7.26M
|
739K
$17.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
144KNew |
$7.04M - $7.16M
|
144K
$3.48M
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
137K+ 56.66% |
$6.69M - $6.81M
|
380K
$9.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
129KNew |
$6.29M - $6.4M
|
129K
$3.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 18.43% |
$6.23M - $6.34M
|
822K
$19.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
126KNew |
$6.16M - $6.27M
|
126K
$3.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126K+ 28.07% |
$6.15M - $6.25M
|
575K
$13.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
119K+ 330.84% |
$5.81M - $5.92M
|
155K
$3.75M
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
119KNew |
$5.8M - $5.91M
|
119K
$2.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
101KNew |
$4.95M - $5.03M
|
101K
$2.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
97.4KNew |
$4.75M - $4.83M
|
97.4K
$2.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
88.6K+ 26.74% |
$4.32M - $4.39M
|
420K
$10.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
84.5KNew |
$4.12M - $4.19M
|
84.5K
$2.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
81.5K+ 41.75% |
$3.97M - $4.04M
|
277K
$6.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
80.4KNew |
$3.92M - $3.99M
|
80.4K
$1.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
71.8KNew |
$3.5M - $3.56M
|
71.8K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70.9K+ 20.03% |
$3.46M - $3.52M
|
425K
$10.2M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.9K+ 28.02% |
$3.31M - $3.37M
|
310K
$7.48M
|