Purchases and Sales Made in Q1 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 Q1 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
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
3.81M
+ 16.19%
$188M - $194M
27.3M $659M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
918K
+ 10660.29%
$45.4M - $46.7M
927K $22.3M
May 11, 2022 Q1 2022
Krane Funds Advisors LLC

New York, NY
BUY
 -
800K
+ 115.12%
$39.6M - $40.7M
1.49M $36M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
701K
+ 140.52%
$34.7M - $35.6M
1.2M $28.9M
May 16, 2022 Q1 2022
Roof Eidam & Maycock

BUY
 -
444K
+ 285.35%
$22M - $22.6M
600K $14.5M
May 05, 2022 Q1 2022
Jackson Wealth Management, LLC

BUY
 -
419K
New
$20.7M - $21.3M
419K $10.1M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
388K
+ 892.19%
$19.2M - $19.7M
432K $10.4M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
360K
+ 154.38%
$17.8M - $18.3M
593K $14.3M
Apr 21, 2022 Q1 2022
Harvest Group Wealth Management, LLC

BUY
 -
319K
New
$15.8M - $16.2M
319K $7.69M
Apr 25, 2022 Q1 2022
Tradewinds Capital Management, LLC

BUY
 -
303K
+ 28.81%
$15M - $15.4M
1.35M $32.6M
May 11, 2022 Q1 2022
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
287K
+ 46.24%
$14.2M - $14.6M
908K $21.9M
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
278K
+ 368.21%
$13.8M - $14.2M
354K $8.53M
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
273K
+ 94.43%
$13.5M - $13.9M
563K $13.6M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
243K
+ 593.11%
$12M - $12.3M
283K $6.83M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
231K
+ 105.09%
$11.4M - $11.8M
451K $10.9M
May 16, 2022 Q1 2022
Donoghue Forlines LLC

BUY
 -
195K
New
$9.66M - $9.93M
195K $4.7M
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
139K
+ 800.95%
$6.85M - $7.04M
156K $3.75M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
134K
+ 435.56%
$6.65M - $6.83M
165K $3.98M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
128K
+ 22.65%
$6.34M - $6.51M
694K $16.7M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
125K
+ 1800.2%
$6.17M - $6.34M
132K $3.17M
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
121K
+ 325.76%
$6.01M - $6.17M
159K $3.82M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
120K
+ 1807.61%
$5.92M - $6.08M
126K $3.04M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
103K
+ 34.82%
$5.09M - $5.23M
398K $9.6M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
101K
New
$4.99M - $5.12M
101K $2.43M
Apr 26, 2022 Q1 2022
Heartwood Wealth Advisors LLC

BUY
 -
92.5K
+ 27.64%
$4.57M - $4.7M
427K $10.3M
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

BUY
 -
89.1K
+ 47.16%
$4.41M - $4.53M
278K $6.7M
Apr 19, 2022 Q1 2022
Imc Chicago, LLC

BUY
 -
80.4K
+ 322.41%
$3.98M - $4.08M
105K $2.54M
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
79.1K
+ 47.96%
$3.91M - $4.02M
244K $5.88M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
79K
+ 9.85%
$3.91M - $4.01M
881K $21.2M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
BUY
 -
74.2K
+ 1.17%
$3.67M - $3.77M
6.44M $155M
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
73.5K
+ 784.31%
$3.63M - $3.73M
82.8K $2M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
62.2K
+ 3.19%
$3.08M - $3.16M
2.01M $48.5M
May 10, 2022 Q1 2022
Reliant Wealth Planning

BUY
 -
55.9K
+ 7.72%
$2.77M - $2.84M
780K $18.8M
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
53.8K
+ 5.35%
$2.66M - $2.73M
1.06M $25.5M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
50.6K
+ 27.71%
$2.5M - $2.57M
233K $5.62M
May 12, 2022 Q1 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
50.1K
+ 146.91%
$2.48M - $2.55M
84.2K $2.03M
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
48.5K
+ 15.69%
$2.4M - $2.46M
357K $8.61M
May 06, 2022 Q1 2022
Courage Miller Partners, LLC

BUY
 -
47.3K
+ 12.48%
$2.34M - $2.4M
426K $10.3M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
45.7K
+ 431.32%
$2.26M - $2.32M
56.3K $1.36M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
45.6K
+ 426.1%
$2.26M - $2.32M
56.3K $1.36M
May 12, 2022 Q1 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
43.8K
+ 459.99%
$2.17M - $2.23M
53.4K $1.29M
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
43.8K
New
$2.17M - $2.22M
43.8K $1.05M
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
43.3K
+ 215.91%
$2.14M - $2.2M
63.4K $1.53M
May 10, 2022 Q1 2022
Morningstar Investment Management LLC

Chicago, IL
BUY
 -
42.4K
+ 8.75%
$2.1M - $2.16M
527K $12.7M
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
38.4K
+ 92.46%
$1.9M - $1.95M
80K $1.93M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
37.4K
New
$1.85M - $1.9M
37.4K $902K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
35.1K
+ 273.43%
$1.74M - $1.78M
47.9K $1.15M
Apr 15, 2022 Q1 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
33.7K
+ 115.61%
$1.67M - $1.71M
62.8K $1.51M
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
33K
New
$1.63M - $1.68M
33K $794K

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