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 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
65.6K+ 41.34% |
$3.2M - $3.25M
|
224K
$5.42M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
64.3K+ 72.29% |
$3.13M - $3.19M
|
153K
$3.7M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
60.4KNew |
$2.94M - $2.99M
|
60.4K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57.6K+ 52.67% |
$2.8M - $2.85M
|
167K
$4.03M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56.3KNew |
$2.75M - $2.79M
|
56.3K
$1.36M
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
56.3K+ 43.09% |
$2.75M - $2.79M
|
187K
$4.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
52.1KNew |
$2.54M - $2.58M
|
52.1K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.4K+ 17.45% |
$2.46M - $2.5M
|
339K
$8.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.1K+ 23.68% |
$2.39M - $2.44M
|
257K
$6.2M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
48.9K+ 20.05% |
$2.38M - $2.43M
|
293K
$7.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.5K+ 17.11% |
$2.36M - $2.41M
|
332K
$8.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47.3K+ 75.32% |
$2.3M - $2.34M
|
110K
$2.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.3K+ 10.72% |
$2.26M - $2.29M
|
478K
$11.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
44.9K+ 28.29% |
$2.19M - $2.23M
|
204K
$4.92M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43.5K+ 52.52% |
$2.12M - $2.16M
|
126K
$3.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
42.9K+ 148.63% |
$2.09M - $2.13M
|
71.8K
$1.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41.8K+ 42.91% |
$2.04M - $2.08M
|
139K
$3.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 4.77% |
$2.01M - $2.04M
|
905K
$21.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
41.1KNew |
$2M - $2.04M
|
41.1K
$994K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
40.9KNew |
$1.99M - $2.03M
|
40.9K
$988K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
34.6K+ 25.41% |
$1.68M - $1.71M
|
171K
$4.12M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.8KNew |
$1.65M - $1.68M
|
33.8K
$818K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
33K+ 18.31% |
$1.61M - $1.64M
|
213K
$5.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28.8K+ 21.19% |
$1.4M - $1.43M
|
165K
$3.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.4KNew |
$1.33M - $1.36M
|
27.4K
$662K
|
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
26.9K+ 82.52% |
$1.31M - $1.33M
|
59.5K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.4K+ 125.4% |
$1.29M - $1.31M
|
47.4K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25.3KNew |
$1.23M - $1.26M
|
25.3K
$612K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.4K+ 33.1% |
$1.19M - $1.21M
|
98K
$2.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.8K+ 52.39% |
$1.16M - $1.18M
|
69.2K
$1.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
22.9KNew |
$1.12M - $1.14M
|
22.9K
$554K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.11M - $1.13M
|
22.8K
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
22.4KNew |
$1.09M - $1.11M
|
22.4K
$540K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.7K+ 10.14% |
$1.06M - $1.08M
|
236K
$5.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.8KNew |
$917K - $933K
|
18.8K
$455K
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
18.8K+ 43.0% |
$917K - $933K
|
62.6K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
17.3K+ 6.23% |
$844K - $859K
|
295K
$7.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
17.3KNew |
$841K - $856K
|
17.3K
$417K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
17.1K+ 259.85% |
$834K - $849K
|
23.7K
$573K
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
16.7KNew |
$815K - $830K
|
16.7K
$404K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$764K - $778K
|
15.7K
$379K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
15.6K+ 182.26% |
$759K - $772K
|
24.1K
$583K
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
BUY
|
- |
15K+ 4.57% |
$730K - $743K
|
342K
$8.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.2KNew |
$690K - $702K
|
14.2K
$342K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13.9K+ 9.03% |
$678K - $690K
|
168K
$4.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.6KNew |
$664K - $676K
|
13.6K
$329K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
12.8KNew |
$622K - $633K
|
12.8K
$308K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.7KNew |
$618K - $629K
|
12.7K
$307K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 7.54% |
$598K - $609K
|
175K
$4.23M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
11.8K+ 3.0% |
$573K - $584K
|
404K
$9.76M
|