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 19, 2022 Q3 2022
Joule Financial, LLC

BUY
 -
7.75K
New
$373K - $383K
7.75K $187K
Nov 14, 2022 Q3 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
7.54K
New
$363K - $372K
7.54K $182K
Nov 14, 2022 Q3 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
7.44K
+ 10.95%
$358K - $367K
75.4K $1.82M
Oct 20, 2022 Q3 2022
Mason & Associates Inc

BUY
 -
7.22K
+ 2.66%
$347K - $356K
279K $6.72M
Nov 14, 2022 Q3 2022
Swmg, LLC

Fort Worth, TX
BUY
 -
6.85K
New
$330K - $338K
6.85K $165K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.76K
New
$325K - $334K
6.76K $163K
Nov 03, 2022 Q3 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
6.53K
+ 5.06%
$314K - $322K
136K $3.27M
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
6.47K
New
$312K - $319K
6.47K $156K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
6.24K
+ 208.13%
$301K - $308K
9.24K $223K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6.21K
+ 27.6%
$299K - $307K
28.7K $692K
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
6.04K
New
$291K - $298K
6.04K $146K
Oct 31, 2022 Q3 2022
Clean Yield Group

BUY
 -
5.9K
+ 84.29%
$284K - $291K
12.9K $311K
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
5.75K
+ 32.06%
$277K - $284K
23.7K $571K
Jul 28, 2023 Q3 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
5.56K
+ 1.32%
$268K - $275K
426K $10.3M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
5.4K
New
$260K - $267K
5.4K $130K
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

BUY
 -
5.25K
+ 5.17%
$253K - $259K
107K $2.57M
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
5.08K
+ 3.27%
$245K - $251K
160K $3.87M
Oct 11, 2022 Q3 2022
Marotta Asset Management

BUY
 -
5.05K
+ 1.47%
$243K - $249K
347K $8.38M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.82K
+ 27.9%
$232K - $238K
22.1K $532K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
4.79K
New
$230K - $236K
4.79K $115K
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4.71K
New
$227K - $233K
4.71K $114K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
4.67K
New
$225K - $231K
4.67K $113K
Nov 01, 2022 Q3 2022
Triumph Capital Management

BUY
 -
4.39K
New
$211K - $217K
4.39K $106K
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
4.29K
New
$207K - $212K
4.29K $103K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.29K
New
$206K - $212K
4.29K $103K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.9K
+ 87.29%
$188K - $193K
8.37K $202K
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
3.87K
+ 6.92%
$186K - $191K
59.9K $1.44M
Nov 09, 2022 Q3 2022
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
3.71K
+ 2.12%
$179K - $183K
179K $4.31M
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
3.7K
New
$178K - $182K
3.7K $89.1K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
3.7K
New
$178K - $182K
3.7K $89.1K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
3.68K
+ 72.18%
$177K - $182K
8.77K $211K
Oct 14, 2022 Q3 2022
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
3.55K
+ 2.98%
$171K - $175K
123K $2.96M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
3.18K
+ 15.84%
$153K - $157K
23.3K $561K
Nov 04, 2022 Q3 2022
Pillar Wealth Advisors, LLC

BUY
 -
3.14K
+ 4.37%
$151K - $155K
74.9K $1.81M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
2.95K
+ 48.12%
$142K - $146K
9.07K $219K
Nov 07, 2022 Q3 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
2.91K
+ 13.12%
$140K - $144K
25.1K $605K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
2.64K
New
$127K - $130K
2.64K $63.5K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.63K
+ 43.92%
$126K - $130K
8.6K $207K
Oct 18, 2022 Q3 2022
Alpha Omega Wealth Management LLC

BUY
 -
2.58K
+ 55.78%
$124K - $127K
7.19K $173K
Nov 14, 2022 Q3 2022
Princeton Global Asset Management LLC

BUY
 -
2.37K
+ 7.49%
$114K - $117K
34K $820K
Nov 21, 2022 Q3 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
2.36K
+ 8.37%
$114K - $117K
30.6K $737K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.24K
New
$108K - $111K
2.24K $54.1K
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.87K
+ 11.9%
$89.9K - $92.2K
17.6K $423K
Oct 24, 2022 Q3 2022
Members Advisory Group LLC

Williamsville, NY
BUY
 -
1.86K
+ 0.65%
$89.3K - $91.6K
287K $6.91M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.75K
+ 22.14%
$84.5K - $86.6K
9.68K $233K
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.74K
+ 7.6%
$83.5K - $85.7K
24.6K $592K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
1.73K
+ 7.56%
$83.1K - $85.2K
24.5K $592K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.72K
+ 3.5%
$82.6K - $84.7K
50.7K $1.22M
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
1.7K
New
$81.9K - $83.9K
1.7K $41K

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