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 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-994- 6.59% |
$49.2K - $50.5K
|
14.1K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.01K- 6.41% |
$50K - $51.4K
|
14.8K
$356K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.11K- 10.46% |
$55.1K - $56.6K
|
9.53K
$230K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18K- 0.96% |
$58.5K - $60.1K
|
122K
$2.94M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.24K- 6.35% |
$61.3K - $63K
|
18.3K
$440K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.27K- 9.71% |
$62.8K - $64.5K
|
11.8K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.29K- 17.55% |
$63.6K - $65.3K
|
6.04K
$145K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 34.09% |
$64.8K - $66.5K
|
2.53K
$61K
|
|
|
May 16, 2022
Q1 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.33K- 4.06% |
$65.8K - $67.6K
|
31.5K
$758K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.36KClosed |
$67.4K - $69.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.38K- 5.85% |
$68.2K - $70.1K
|
22.2K
$535K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.39K- 3.89% |
$68.5K - $70.4K
|
34.3K
$825K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.39K- 6.58% |
$68.9K - $70.7K
|
19.8K
$476K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.44KClosed |
$71.3K - $73.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 0.67% |
$75.1K - $77.2K
|
226K
$5.45M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 10.08% |
$82.5K - $84.8K
|
14.9K
$359K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 1.63% |
$83.3K - $85.5K
|
102K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.72K- 17.69% |
$85K - $87.4K
|
8K
$193K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.72K- 12.09% |
$85.1K - $87.4K
|
12.5K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 17.07% |
$87.8K - $90.2K
|
8.63K
$208K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.78K- 15.71% |
$88K - $90.4K
|
9.54K
$230K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 28.36% |
$91.1K - $93.6K
|
4.65K
$112K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 28.36% |
$91.1K - $93.6K
|
4.65K
$112K
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.87K- 19.47% |
$92.5K - $95K
|
7.73K
$186K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.04K- 31.03% |
$101K - $104K
|
4.54K
$109K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-2.07K- 21.85% |
$103K - $105K
|
7.42K
$179K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 33.21% |
$109K - $111K
|
4.41K
$106K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.2K- 9.34% |
$109K - $112K
|
21.4K
$515K
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2.29K- 16.1% |
$113K - $116K
|
11.9K
$287K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 34.8% |
$114K - $117K
|
4.31K
$104K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.3K- 34.8% |
$114K - $117K
|
4.31K
$104K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.36KClosed |
$117K - $120K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.38K- 5.38% |
$118K - $121K
|
41.9K
$1.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.46K- 17.29% |
$122K - $125K
|
11.8K
$284K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.49K- 26.76% |
$123K - $127K
|
6.82K
$164K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.51K- 5.12% |
$124K - $128K
|
46.5K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.52K- 10.39% |
$125K - $128K
|
21.7K
$523K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.69K- 74.43% |
$133K - $137K
|
925
$22.3K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.83K- 3.83% |
$140K - $144K
|
71.1K
$1.71M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.94K- 9.8% |
$145K - $149K
|
27K
$651K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-2.94K- 16.42% |
$146K - $150K
|
15K
$361K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-2.99K- 29.85% |
$148K - $152K
|
7.02K
$169K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-3.08KClosed |
$152K - $156K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.12K- 24.49% |
$154K - $159K
|
9.62K
$232K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.21K- 13.06% |
$159K - $163K
|
21.4K
$515K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.25KClosed |
$161K - $165K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.32K- 39.43% |
$164K - $169K
|
5.09K
$123K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.47K- 3.98% |
$172K - $176K
|
83.7K
$2.02M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.5K- 48.68% |
$173K - $178K
|
3.69K
$88.8K
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.95K- 5.67% |
$196K - $201K
|
65.8K
$1.58M
|