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 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15.8K- 68.68% |
$772K - $785K
|
7.22K
$174K
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-16K- 4.49% |
$778K - $792K
|
340K
$8.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-16.1K- 22.34% |
$785K - $799K
|
56K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.3K- 8.42% |
$793K - $807K
|
177K
$4.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-16.6K- 26.08% |
$809K - $823K
|
47K
$1.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-18.1K- 14.63% |
$881K - $897K
|
106K
$2.55M
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-18.8K- 20.04% |
$916K - $932K
|
75K
$1.81M
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-19.5K- 71.68% |
$949K - $966K
|
7.69K
$186K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-19.7K- 38.82% |
$961K - $978K
|
31.1K
$751K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-21.8K- 8.08% |
$1.06M - $1.08M
|
248K
$5.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22K- 26.33% |
$1.07M - $1.09M
|
61.6K
$1.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-22.2K- 15.87% |
$1.08M - $1.1M
|
118K
$2.84M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-22.2K- 66.88% |
$1.08M - $1.1M
|
11K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.6KClosed |
$1.1M - $1.12M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-22.7K- 97.42% |
$1.11M - $1.13M
|
603
$14.6K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22.7K- 65.25% |
$1.11M - $1.13M
|
12.1K
$293K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-23.4KClosed |
$1.14M - $1.16M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-23.4K- 29.25% |
$1.14M - $1.16M
|
56.6K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 13.82% |
$1.2M - $1.22M
|
154K
$3.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 25.35% |
$1.26M - $1.28M
|
75.9K
$1.83M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-28.4K- 69.09% |
$1.38M - $1.41M
|
12.7K
$307K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-29.2KClosed |
$1.42M - $1.45M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-30.1K- 86.1% |
$1.47M - $1.49M
|
4.87K
$118K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-30.7K- 4.55% |
$1.5M - $1.52M
|
644K
$15.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-31.1K- 49.05% |
$1.51M - $1.54M
|
32.3K
$780K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-31.2K- 22.44% |
$1.52M - $1.55M
|
108K
$2.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-31.3K- 4.99% |
$1.52M - $1.55M
|
596K
$14.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.1K- 98.48% |
$1.66M - $1.69M
|
525
$12.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-37.1K- 79.79% |
$1.81M - $1.84M
|
9.4K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38KClosed |
$1.85M - $1.89M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-41.5K- 90.92% |
$2.02M - $2.06M
|
4.14K
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-42.9KClosed |
$2.09M - $2.13M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44K- 68.67% |
$2.15M - $2.18M
|
20.1K
$485K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44.2K- 52.5% |
$2.15M - $2.19M
|
40K
$966K
|
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-52.4K- 6.72% |
$2.55M - $2.6M
|
728K
$17.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52.8K- 59.78% |
$2.57M - $2.62M
|
35.5K
$858K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-56.3KClosed |
$2.75M - $2.79M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-61.3K- 8.13% |
$2.99M - $3.04M
|
693K
$16.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-73.2K- 84.27% |
$3.57M - $3.63M
|
13.7K
$330K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-73.8K- 90.41% |
$3.6M - $3.66M
|
7.83K
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80.1K- 21.38% |
$3.9M - $3.97M
|
294K
$7.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-80.8KClosed |
$3.94M - $4.01M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-83.1K- 91.29% |
$4.05M - $4.12M
|
7.93K
$192K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-83.8KClosed |
$4.08M - $4.16M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-86KClosed |
$4.19M - $4.26M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-87.8K- 22.34% |
$4.28M - $4.35M
|
305K
$7.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-90.1KClosed |
$4.39M - $4.47M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-93.1K- 50.15% |
$4.54M - $4.62M
|
92.5K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.4K- 35.77% |
$4.6M - $4.68M
|
170K
$4.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-98.2K- 60.33% |
$4.78M - $4.87M
|
64.5K
$1.56M
|