Purchases and Sales Made in Q2 2022 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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
Penserra Capital Management LLC

Orinda, CA
BUY
 -
4.03K
New
$196K - $200K
4.03K $97.2K
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
3.71K
+ 3.04%
$181K - $184K
126K $3.03M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.67K
+ 22.56%
$179K - $182K
19.9K $481K
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

BUY
 -
3.63K
+ 51.21%
$177K - $180K
10.7K $259K
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.47K
+ 6.04%
$169K - $172K
60.9K $1.47M
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

BUY
 -
3.44K
+ 4.28%
$168K - $171K
83.9K $2.02M
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

BUY
 -
3.44K
+ 17.76%
$168K - $171K
22.8K $550K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.43K
+ 93.03%
$167K - $170K
7.12K $172K
Jul 27, 2022 Q2 2022
Ifs Advisors, LLC

BUY
 -
3.32K
+ 0.91%
$162K - $165K
367K $8.84M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.79K
+ 45.61%
$136K - $139K
8.92K $215K
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
2.45K
+ 18.01%
$120K - $122K
16.1K $388K
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.42K
+ 5.19%
$118K - $120K
49K $1.18M
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
2.17K
+ 14.6%
$106K - $108K
17K $411K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
2.14K
+ 84.39%
$104K - $106K
4.67K $113K
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.08K
+ 35.66%
$102K - $103K
7.92K $191K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
2.03K
+ 90.86%
$98.8K - $101K
4.26K $103K
Aug 05, 2022 Q2 2022
Roof Eidam & Maycock

BUY
 -
2K
+ 0.33%
$97.3K - $99K
602K $14.5M
Aug 16, 2022 Q2 2022
Bank Of Marin

Novato, CA
BUY
 -
1.89K
+ 5.14%
$92K - $93.6K
38.6K $931K
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

BUY
 -
1.85K
+ 1.91%
$90.3K - $91.9K
98.7K $2.38M
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

BUY
 -
1.84K
+ 11.68%
$89.6K - $91.1K
17.6K $424K
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
1.84K
+ 40.51%
$89.5K - $91.1K
6.37K $154K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
1.79K
+ 417.06%
$87K - $88.5K
2.21K $53.4K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.77K
+ 22.13%
$86.3K - $87.8K
9.77K $235K
Dec 19, 2024 Q2 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.76K
+ 3.24%
$85.9K - $87.4K
56.2K $1.35M
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

BUY
 -
1.69K
+ 14.42%
$82.5K - $84K
13.4K $324K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.65K
+ 6.37%
$80.2K - $81.6K
27.5K $663K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
1.62K
New
$78.9K - $80.3K
1.62K $39.1K
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
1.57K
+ 0.38%
$76.7K - $78.1K
420K $10.1M
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
1.57K
New
$76.7K - $78.1K
1.57K $37.9K
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
1.53K
+ 0.14%
$74.5K - $75.8K
1.06M $25.6M
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
1.41K
+ 4.47%
$68.9K - $70.1K
33K $795K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
1.38K
New
$67.2K - $68.4K
1.38K $33.3K
Aug 04, 2022 Q2 2022
Edgehill Endowment Partners, LLC

BUY
 -
1.35K
+ 0.17%
$65.6K - $66.8K
811K $19.5M
Aug 18, 2022 Q2 2022
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
1.32K
+ 0.76%
$64.1K - $65.2K
175K $4.22M
Nov 17, 2022 Q2 2022
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
1.28K
+ 2.08%
$62.2K - $63.3K
62.6K $1.51M
Aug 03, 2022 Q2 2022
Signet Investment Advisory Group, Inc.

BUY
 -
1.25K
+ 10.66%
$60.9K - $62K
13K $313K
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
1.12K
+ 7.85%
$54.7K - $55.7K
15.4K $372K
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
1.12K
+ 26.2%
$54.4K - $55.4K
5.38K $130K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

BUY
 -
1.08K
+ 13.4%
$52.6K - $53.5K
9.13K $220K
Jul 29, 2022 Q2 2022
Callahan Advisors, LLC

BUY
 -
1.06K
+ 14.18%
$51.7K - $52.6K
8.53K $206K
Jul 28, 2022 Q2 2022
Riversedge Advisors, LLC

BUY
 -
1.06K
+ 2.13%
$51.5K - $52.4K
50.7K $1.22M
Jul 20, 2022 Q2 2022
Ahl Investment Management, Inc.

BUY
 -
962
+ 0.95%
$46.9K - $47.7K
102K $2.47M
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
863
+ 3.76%
$42.1K - $42.8K
23.8K $575K
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
796
+ 1.13%
$38.8K - $39.5K
71.2K $1.72M
Aug 05, 2022 Q2 2022
Ifrah Financial Services, Inc.

BUY
 -
722
+ 3.79%
$35.2K - $35.8K
19.8K $477K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
638
+ 1.94%
$31.1K - $31.6K
33.6K $810K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
489
+ 12.46%
$23.8K - $24.2K
4.41K $106K
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
389
New
$19K - $19.3K
389 $9.38K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
372
New
$18.1K - $18.4K
372 $8.97K

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