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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.46K- 11.38% |
$71.1K - $72.4K
|
11.4K
$274K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.49K- 15.36% |
$72.6K - $73.8K
|
8.21K
$198K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 5.52% |
$73.2K - $74.5K
|
25.7K
$622K
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.52K- 10.86% |
$73.8K - $75.1K
|
12.4K
$300K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.53K- 0.36% |
$74.6K - $75.9K
|
424K
$10.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.54K- 2.17% |
$75.2K - $76.6K
|
69.6K
$1.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.76K- 21.8% |
$85.7K - $87.2K
|
6.31K
$152K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.78K- 16.32% |
$86.7K - $88.2K
|
9.12K
$220K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.79K- 19.88% |
$87K - $88.5K
|
7.19K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2K- 4.66% |
$97.3K - $99K
|
40.8K
$986K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2.01K- 16.88% |
$98.1K - $99.8K
|
9.91K
$239K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.08K- 5.71% |
$101K - $103K
|
34.3K
$829K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.13K- 83.12% |
$104K - $106K
|
433
$10.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.17K- 19.79% |
$106K - $108K
|
8.81K
$213K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2.54K- 2.34% |
$124K - $126K
|
106K
$2.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 12.93% |
$125K - $127K
|
17.3K
$417K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.63K- 7.69% |
$128K - $131K
|
31.6K
$764K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.77K- 2.21% |
$135K - $138K
|
123K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 19.2% |
$139K - $142K
|
12K
$291K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.99K- 13.76% |
$146K - $148K
|
18.7K
$452K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.11K- 6.46% |
$152K - $154K
|
45.1K
$1.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.15K- 12.92% |
$153K - $156K
|
21.2K
$513K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.41K- 4.2% |
$166K - $169K
|
77.8K
$1.88M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.46K- 24.3% |
$169K - $172K
|
10.8K
$260K
|
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.51K- 1.22% |
$171K - $174K
|
285K
$6.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.6K- 54.66% |
$176K - $179K
|
2.99K
$72.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.62K- 28.84% |
$176K - $179K
|
8.93K
$216K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.75K- 2.26% |
$183K - $186K
|
162K
$3.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-3.92K- 25.88% |
$191K - $194K
|
11.2K
$271K
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.02K- 4.92% |
$196K - $199K
|
77.6K
$1.88M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-4.11K- 28.23% |
$200K - $204K
|
10.5K
$253K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 0.21% |
$201K - $205K
|
2.01M
$48.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-4.19K- 12.27% |
$204K - $208K
|
30K
$725K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.2K- 11.21% |
$204K - $208K
|
33.3K
$803K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.21K- 15.58% |
$205K - $209K
|
22.8K
$551K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4.23K- 25.18% |
$206K - $210K
|
12.6K
$304K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.24KClosed |
$207K - $210K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.25K- 1.09% |
$207K - $211K
|
386K
$9.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 3.28% |
$208K - $211K
|
126K
$3.04M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.27K- 56.25% |
$208K - $212K
|
3.32K
$80.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-4.3K- 10.05% |
$210K - $213K
|
38.5K
$930K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-4.3KClosed |
$210K - $213K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.35K- 8.33% |
$212K - $216K
|
47.8K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.37KClosed |
$213K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.4KClosed |
$214K - $218K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.41KClosed |
$215K - $219K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.56KClosed |
$222K - $226K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-4.65K- 3.49% |
$227K - $231K
|
129K
$3.11M
|
|
|
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
$501K
|