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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
370+ 3.14% |
$18K - $18.3K
|
12.2K
$293K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
337+ 3.15% |
$16.4K - $16.7K
|
11K
$266K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
308+ 2.05% |
$15K - $15.3K
|
15.3K
$369K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
268+ 6.22% |
$13.1K - $13.3K
|
4.58K
$110K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
268+ 6.22% |
$13.1K - $13.3K
|
4.58K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
256New |
$12.5K - $12.7K
|
256
$6.17K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
214New |
$10.4K - $10.6K
|
214
$5.16K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
196New |
$9.55K - $9.72K
|
196
$4.73K
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
195+ 2.29% |
$9.5K - $9.67K
|
8.73K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
194+ 13.61% |
$9.45K - $9.62K
|
1.62K
$39K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$9.26K - $9.42K
|
190
$4.58K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
190+ 0.17% |
$9.26K - $9.42K
|
110K
$2.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
190+ 0.28% |
$9.26K - $9.42K
|
68K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
190+ 3.2% |
$9.26K - $9.42K
|
6.13K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 3.25% |
$9.16K - $9.32K
|
5.98K
$144K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
182+ 2.59% |
$8.87K - $9.03K
|
7.2K
$174K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
167+ 2.42% |
$8.14K - $8.28K
|
7.08K
$171K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
150New |
$7.31K - $7.44K
|
150
$3.62K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
148+ 3.08% |
$7.21K - $7.34K
|
4.95K
$119K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
147+ 3.09% |
$7.16K - $7.29K
|
4.9K
$118K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
141New |
$6.87K - $6.99K
|
141
$3.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
140New |
$6.82K - $6.94K
|
140
$3.38K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
127New |
$6.19K - $6.3K
|
127
$3.06K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
106+ 1.65% |
$5.17K - $5.26K
|
6.53K
$158K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
80+ 1.39% |
$3.9K - $3.97K
|
5.84K
$141K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
78New |
$3.8K - $3.87K
|
78
$1.88K
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
55+ 0.19% |
$2.68K - $2.73K
|
28.6K
$689K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 2.71% |
$2.44K - $2.48K
|
1.9K
$45.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49+ 0.27% |
$2.39K - $2.43K
|
17.9K
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.17% |
$2.14K - $2.18K
|
26.4K
$638K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
43New |
$2.1K - $2.13K
|
43
$1.04K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
35New |
$1.71K - $1.74K
|
35
$844
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
20New |
$975 - $992
|
20
$482
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19+ 0.13% |
$926 - $942
|
14.1K
$340K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
15+ 0.17% |
$731 - $744
|
8.94K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
13New |
$633 - $645
|
13
$313
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$585 - $595
|
18.7K
$451K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8+ 0.16% |
$390 - $397
|
5.07K
$122K
|
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
5+ 0.18% |
$244 - $248
|
2.73K
$65.8K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.14% |
$244 - $248
|
3.55K
$85.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$244 - $248
|
5
$121
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.09% |
$195 - $198
|
4.52K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.06% |
$195 - $198
|
6.18K
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3+ 0.03% |
$146 - $149
|
9.63K
$232K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3New |
$146 - $149
|
3
$72.3
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$97.5 - $99.2
|
4.28K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$48.7 - $49.6
|
14K
$337K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 5.88% |
$48.7 - $49.6
|
18
$434
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$48.7 - $49.6
|
5.09K
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$48.7 - $49.6
|
1.52K
$36.6K
|