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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
944+ 7.44% |
$46.7K - $48K
|
13.6K
$328K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
918+ 6.46% |
$45.4K - $46.7K
|
15.1K
$365K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
918+ 3.91% |
$45.4K - $46.7K
|
24.4K
$587K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
900+ 25.97% |
$44.5K - $45.7K
|
4.37K
$105K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
852+ 4.02% |
$42.1K - $43.3K
|
22K
$531K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
852+ 4.02% |
$42.1K - $43.3K
|
22K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
826+ 0.37% |
$40.9K - $42K
|
224K
$5.4M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
773+ 1.5% |
$38.2K - $39.3K
|
52.2K
$1.26M
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
738+ 5.71% |
$36.5K - $37.5K
|
13.7K
$329K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
735+ 7.37% |
$36.4K - $37.4K
|
10.7K
$258K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
734+ 1.94% |
$36.3K - $37.3K
|
38.6K
$929K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
704+ 7.39% |
$34.8K - $35.8K
|
10.2K
$247K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
671+ 2.41% |
$33.2K - $34.1K
|
28.5K
$687K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
637+ 0.19% |
$31.5K - $32.4K
|
331K
$7.98M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
596New |
$29.5K - $30.3K
|
596
$14.4K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
590+ 290.64% |
$29.2K - $30K
|
793
$19.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
561+ 3.24% |
$27.8K - $28.5K
|
17.9K
$431K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
553+ 10.74% |
$27.4K - $28.1K
|
5.7K
$137K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
528+ 7.02% |
$26.1K - $26.8K
|
8.05K
$194K
|
|
|
Apr 15, 2022
Q1 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
520+ 0.06% |
$25.7K - $26.4K
|
809K
$19.5M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
510+ 2.36% |
$25.2K - $25.9K
|
22.1K
$533K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
505+ 7.74% |
$25K - $25.7K
|
7.03K
$169K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 25.13% |
$24.7K - $25.4K
|
2.49K
$60K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
468+ 8.38% |
$23.2K - $23.8K
|
6.05K
$146K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
460+ 3.8% |
$22.8K - $23.4K
|
12.6K
$303K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
455+ 4.81% |
$22.5K - $23.1K
|
9.91K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
441New |
$21.8K - $22.4K
|
441
$10.6K
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
441+ 3.03% |
$21.8K - $22.4K
|
15K
$361K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
400+ 4.21% |
$19.8K - $20.3K
|
9.91K
$239K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
399+ 3.91% |
$19.7K - $20.3K
|
10.6K
$255K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
375+ 0.83% |
$18.6K - $19.1K
|
45.6K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 1.33% |
$17.7K - $18.2K
|
27.2K
$656K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
298New |
$14.7K - $15.1K
|
298
$7.18K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 0.78% |
$14.7K - $15.1K
|
38.6K
$931K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
287+ 1.29% |
$14.2K - $14.6K
|
22.6K
$545K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
283+ 2.07% |
$14K - $14.4K
|
14K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
268+ 56.18% |
$13.3K - $13.6K
|
745
$17.9K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
263+ 1.21% |
$13K - $13.4K
|
22K
$529K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
263+ 1.21% |
$13K - $13.4K
|
22K
$529K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
258+ 4.18% |
$12.8K - $13.1K
|
6.43K
$155K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
243+ 0.67% |
$12K - $12.3K
|
36.7K
$884K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
237+ 5.77% |
$11.7K - $12K
|
4.35K
$105K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$9.89K - $10.2K
|
200
$4.82K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
151+ 61.63% |
$7.47K - $7.67K
|
396
$9.54K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
138New |
$6.83K - $7.01K
|
138
$3.32K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
104New |
$5.14K - $5.29K
|
104
$2.51K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101+ 1.73% |
$5K - $5.13K
|
5.94K
$143K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.08% |
$4.95K - $5.08K
|
124K
$2.99M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
88+ 0.61% |
$4.35K - $4.47K
|
14.5K
$349K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
78+ 0.97% |
$3.86K - $3.96K
|
8.16K
$197K
|