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
Nov 14, 2022 Q3 2022
Main Management LLC

San Francisco, CA
BUY
 -
1.52K
New
$73.2K - $75K
1.52K $36.6K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
1.45K
+ 30.98%
$69.6K - $71.4K
6.11K $147K
Nov 09, 2022 Q3 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
1.36K
+ 0.61%
$65.6K - $67.3K
226K $5.44M
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.3K
New
$62.5K - $64.1K
1.3K $31.3K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.2K
+ 6.41%
$57.8K - $59.2K
19.9K $480K
Oct 31, 2022 Q3 2022
United Capital Management Of Ks, Inc.

BUY
 -
1.03K
+ 10.69%
$49.5K - $50.8K
10.7K $257K
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
968
+ 1.72%
$46.6K - $47.8K
57.2K $1.38M
Oct 21, 2022 Q3 2022
Weitzel Financial Services, Inc.

BUY
 -
926
+ 3.45%
$44.6K - $45.7K
27.8K $670K
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
920
+ 3.22%
$44.3K - $45.4K
29.5K $711K
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

BUY
 -
827
+ 43.64%
$39.8K - $40.8K
2.72K $65.6K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
800
New
$38.5K - $39.5K
800 $19.3K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
738
+ 1.81%
$35.5K - $36.4K
41.6K $1M
Nov 14, 2022 Q3 2022
Retirement Group, LLC

BUY
 -
718
+ 2.98%
$34.6K - $35.4K
24.8K $599K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
693
+ 15.88%
$33.4K - $34.2K
5.06K $122K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
674
+ 30.46%
$32.5K - $33.3K
2.89K $69.6K
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
653
+ 198.48%
$31.4K - $32.2K
982 $23.7K
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
634
+ 120.76%
$30.5K - $31.3K
1.16K $27.9K
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
624
+ 15.06%
$30K - $30.8K
4.77K $115K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
600
+ 9.6%
$28.9K - $29.6K
6.85K $165K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
587
+ 5.32%
$28.3K - $29K
11.6K $280K
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
579
+ 12.41%
$27.9K - $28.6K
5.25K $126K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
558
+ 3.28%
$26.9K - $27.5K
17.6K $424K
Oct 28, 2022 Q3 2022
Lauterbach Financial Advisors, LLC

BUY
 -
550
+ 10.52%
$26.5K - $27.2K
5.78K $139K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
532
+ 1.18%
$25.6K - $26.3K
45.6K $1.1M
Oct 18, 2022 Q3 2022
Darwin Advisors, LLC

BUY
 -
527
+ 8.69%
$25.4K - $26K
6.59K $159K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
515
+ 11.25%
$24.8K - $25.4K
5.09K $123K
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
515
+ 11.25%
$24.8K - $25.4K
5.09K $123K
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
509
+ 2.45%
$24.5K - $25.1K
21.3K $513K
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
501
+ 63.18%
$24.1K - $24.7K
1.29K $31.2K
Oct 18, 2022 Q3 2022
Guardian Financial Partners, LLC

BUY
 -
497
+ 5.44%
$23.9K - $24.5K
9.63K $232K
Nov 14, 2022 Q3 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
454
+ 265.5%
$21.9K - $22.4K
625 $15.1K
Oct 11, 2022 Q3 2022
Pflug Koory, LLC

BUY
 -
450
New
$21.7K - $22.2K
450 $10.8K
Nov 04, 2022 Q3 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
407
+ 8.05%
$19.6K - $20.1K
5.47K $132K
Nov 02, 2022 Q3 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
BUY
 -
400
New
$19.3K - $19.7K
400 $9.64K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
398
+ 4.07%
$19.2K - $19.6K
10.2K $245K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
397
New
$19.1K - $19.6K
397 $9.57K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
389
+ 1.03%
$18.7K - $19.2K
38.3K $924K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
342
New
$16.5K - $16.9K
342 $8.25K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
335
+ 4.28%
$16.1K - $16.5K
8.16K $197K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
328
+ 10.02%
$15.8K - $16.2K
3.6K $86.8K
Nov 14, 2022 Q3 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
322
+ 1.38%
$15.5K - $15.9K
23.6K $570K
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
309
+ 3.58%
$14.9K - $15.3K
8.93K $215K
Nov 09, 2022 Q3 2022
Trinity Point Wealth, LLC

BUY
 -
260
+ 1.23%
$12.5K - $12.8K
21.5K $518K
Oct 13, 2022 Q3 2022
Ridgewood Investments LLC

BUY
 -
200
+ 2.99%
$9.63K - $9.87K
6.9K $166K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
196
New
$9.44K - $9.68K
196 $4.73K
Oct 17, 2022 Q3 2022
Riversedge Advisors, LLC

BUY
 -
177
+ 0.35%
$8.52K - $8.74K
50.9K $1.23M
Nov 07, 2022 Q3 2022
Ifrah Financial Services, Inc.

BUY
 -
148
+ 0.75%
$7.13K - $7.31K
19.9K $481K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
136
+ 316.28%
$6.55K - $6.71K
179 $4.32K
Oct 14, 2022 Q3 2022
Diversified Trust CO

BUY
 -
131
+ 0.21%
$6.31K - $6.47K
61.8K $1.49M

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