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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.65KClosed |
$227K - $231K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.75K- 18.62% |
$231K - $235K
|
20.8K
$500K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.81K- 14.97% |
$234K - $239K
|
27.3K
$659K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.84KClosed |
$236K - $240K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.86KClosed |
$237K - $241K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.9KClosed |
$239K - $243K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.62K- 17.29% |
$274K - $279K
|
26.9K
$648K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.91K- 27.66% |
$288K - $293K
|
15.5K
$373K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.98K- 16.88% |
$291K - $296K
|
29.4K
$710K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6K- 6.92% |
$292K - $298K
|
80.7K
$1.95M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.17K- 21.16% |
$300K - $306K
|
23K
$554K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 7.24% |
$303K - $308K
|
79.6K
$1.92M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-6.27K- 46.22% |
$306K - $311K
|
7.3K
$176K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.36KClosed |
$310K - $316K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.43K- 28.6% |
$313K - $319K
|
16.1K
$387K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-6.52K- 28.75% |
$318K - $323K
|
16.2K
$390K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.96K- 52.09% |
$339K - $345K
|
6.4K
$154K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-7.03KClosed |
$343K - $349K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-7.44K- 10.76% |
$363K - $369K
|
61.7K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-7.58KClosed |
$369K - $376K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-7.86K- 7.46% |
$383K - $390K
|
97.5K
$2.35M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.9KClosed |
$385K - $392K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.14K- 27.26% |
$397K - $404K
|
21.7K
$524K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.36K- 41.44% |
$407K - $414K
|
11.8K
$285K
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-8.38K- 55.88% |
$408K - $415K
|
6.61K
$159K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.4KClosed |
$409K - $416K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.43KClosed |
$411K - $418K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-8.44K- 2.64% |
$411K - $419K
|
311K
$7.49M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.71K- 61.57% |
$424K - $432K
|
5.43K
$131K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.9KClosed |
$434K - $441K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.25KClosed |
$451K - $459K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9.32K- 6.3% |
$454K - $462K
|
139K
$3.34M
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-9.32K- 85.76% |
$454K - $462K
|
1.55K
$37.3K
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.5K- 51.96% |
$463K - $471K
|
8.78K
$212K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.53K- 15.41% |
$464K - $472K
|
52.3K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.68KClosed |
$472K - $480K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.98K- 4.41% |
$486K - $495K
|
216K
$5.22M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.99KClosed |
$487K - $495K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.6K- 22.22% |
$519K - $528K
|
37.3K
$899K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11K- 45.5% |
$535K - $544K
|
13.2K
$317K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-11.5KClosed |
$558K - $568K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.6K- 3.33% |
$566K - $576K
|
337K
$8.13M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 32.73% |
$571K - $581K
|
24.1K
$581K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-11.9K- 93.36% |
$581K - $592K
|
849
$20.5K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-12K- 66.61% |
$585K - $596K
|
6.02K
$145K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.5K- 41.48% |
$611K - $622K
|
17.7K
$427K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.7KClosed |
$619K - $630K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.8K- 22.71% |
$624K - $635K
|
43.5K
$1.05M
|
|
Jul 15, 2022
Q2 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-13.5K- 14.57% |
$657K - $669K
|
79.1K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-14.5K- 46.19% |
$708K - $721K
|
16.9K
$408K
|