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 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100K- 23.86% |
$4.88M - $4.97M
|
320K
$7.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-104K- 1.61% |
$5.05M - $5.14M
|
6.34M
$153M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-109K- 52.02% |
$5.32M - $5.41M
|
101K
$2.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-113K- 32.74% |
$5.49M - $5.59M
|
232K
$5.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-119K- 7.08% |
$5.79M - $5.89M
|
1.56M
$37.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-128K- 95.26% |
$6.24M - $6.35M
|
6.38K
$154K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-132KClosed |
$6.41M - $6.53M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-141KClosed |
$6.85M - $6.98M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-156KClosed |
$7.59M - $7.73M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-176K- 97.53% |
$8.6M - $8.75M
|
4.47K
$108K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-191K- 97.75% |
$9.29M - $9.45M
|
4.39K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-193K- 8.86% |
$9.39M - $9.56M
|
1.98M
$47.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-239K- 42.44% |
$11.6M - $11.8M
|
324K
$7.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-309K- 92.07% |
$15.1M - $15.3M
|
26.7K
$644K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-362K- 90.9% |
$17.7M - $18M
|
36.3K
$877K
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-419KClosed |
$20.4M - $20.8M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-751K- 4.05% |
$36.6M - $37.2M
|
17.8M
$430M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.2MClosed |
$58.4M - $59.5M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.34M- 98.93% |
$65.3M - $66.5M
|
14.5K
$350K
|