Purchases and Sales Made in Q3 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 Q3 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
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
33.2K
+ 47.92%
$1.6M - $1.64M
102K $2.47M
Oct 20, 2022 Q3 2022
Wt Wealth Management

BUY
 -
32.6K
+ 213.09%
$1.57M - $1.61M
47.9K $1.16M
Nov 07, 2022 Q3 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
31.9K
+ 79.72%
$1.53M - $1.57M
71.9K $1.73M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
31.3K
New
$1.51M - $1.55M
31.3K $755K
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
31K
New
$1.49M - $1.53M
31K $748K
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
31K
New
$1.49M - $1.53M
31K $748K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
29.7K
+ 109.74%
$1.43M - $1.47M
56.8K $1.37M
Nov 07, 2022 Q3 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
29.6K
New
$1.42M - $1.46M
29.6K $713K
Oct 18, 2022 Q3 2022
Smith & Howard Wealth Management, LLC

BUY
 -
29.4K
+ 21.22%
$1.42M - $1.45M
168K $4.05M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
29.1K
New
$1.4M - $1.44M
29.1K $703K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
28.4K
New
$1.37M - $1.4M
28.4K $685K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
25.8K
+ 6.31%
$1.24M - $1.27M
435K $10.5M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
25.7K
+ 32.36%
$1.24M - $1.27M
105K $2.53M
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

BUY
 -
25.5K
New
$1.23M - $1.26M
25.5K $614K
Oct 28, 2022 Q3 2022
Reliant Wealth Planning

BUY
 -
24.7K
+ 3.39%
$1.19M - $1.22M
752K $18.1M
Oct 13, 2022 Q3 2022
Prairiewood Capital, LLC

BUY
 -
23.5K
+ 30.25%
$1.13M - $1.16M
101K $2.44M
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
22.1K
New
$1.06M - $1.09M
22.1K $532K
Nov 08, 2022 Q3 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
19.2K
+ 1.2%
$927K - $950K
1.62M $39M
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
18.7K
+ 379.96%
$899K - $922K
23.6K $569K
Oct 31, 2022 Q3 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
18.6K
+ 26.08%
$893K - $916K
89.7K $2.16M
Nov 07, 2022 Q3 2022
Inspire Investing, LLC

Meridian, ID
BUY
 -
17.9K
New
$863K - $885K
17.9K $432K
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
17.9K
New
$863K - $885K
17.9K $432K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
16.5K
+ 6.11%
$793K - $813K
286K $6.89M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
16.4K
+ 87.3%
$789K - $809K
35.2K $848K
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
16.3K
New
$786K - $806K
16.3K $394K
Oct 26, 2022 Q3 2022
D.B. Root & Company, LLC

BUY
 -
15.4K
+ 18.39%
$743K - $761K
99.3K $2.39M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
15K
+ 18.79%
$720K - $738K
94.6K $2.28M
Oct 28, 2022 Q3 2022
Lindenwold Advisors

BUY
 -
15K
New
$720K - $738K
15K $360K
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
14.9K
+ 15.07%
$717K - $735K
114K $2.74M
Oct 11, 2022 Q3 2022
Stephens Group Asset Management, LLC

BUY
 -
14.2K
+ 4.18%
$684K - $701K
354K $8.53M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
14.2K
+ 45.85%
$683K - $701K
45.1K $1.09M
Nov 02, 2022 Q3 2022
First National Trust CO

BUY
 -
14.1K
+ 4.82%
$681K - $698K
307K $7.41M
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
14K
New
$676K - $693K
14K $339K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
13.8K
+ 1.68%
$665K - $681K
835K $20.1M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
13.4K
+ 16.66%
$647K - $664K
94.1K $2.27M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
13.1K
+ 21.19%
$629K - $645K
74.7K $1.8M
Nov 01, 2022 Q3 2022
Clear Investment Research, LLC

BUY
 -
12.1K
New
$581K - $596K
12.1K $291K
Nov 07, 2022 Q3 2022
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
12K
New
$577K - $592K
12K $289K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
11.8K
+ 394933.34%
$570K - $585K
11.9K $286K
Nov 14, 2022 Q3 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
10.4K
New
$502K - $515K
10.4K $252K
Oct 17, 2022 Q3 2022
Lex Aurum Advisors, LLC

BUY
 -
10.3K
New
$496K - $509K
10.3K $249K
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
10.3K
+ 81.2%
$496K - $509K
23K $554K
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

BUY
 -
9.62K
+ 673.32%
$463K - $475K
11K $266K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
9.34K
+ 0.46%
$450K - $461K
2.02M $48.7M
Oct 27, 2022 Q3 2022
Callahan Advisors, LLC

BUY
 -
9.27K
+ 108.66%
$446K - $458K
17.8K $429K
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
9.22K
New
$444K - $455K
9.22K $222K
Oct 06, 2022 Q3 2022
Dbk Financial Counsel, LLC

BUY
 -
8.65K
+ 11.53%
$416K - $427K
83.7K $2.02M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
8.41K
+ 6.04%
$405K - $415K
148K $3.56M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
8.39K
+ 35.39%
$404K - $414K
32.1K $774K

Track Institutional and Insider Activities on SCHO

Follow SCHWAB SHORT-TERM US TREASURY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHO shares.

Notify only if

Insider Trading

Get notified when an Schwab Short Term Us Treasury insider buys or sells SCHO shares.

Notify only if

News

Receive news related to SCHWAB SHORT-TERM US TREASURY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHO