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
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
31.9K
+ 71.11%
$1.58M - $1.62M
76.9K $1.85M
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
30.2K
+ 44.79%
$1.49M - $1.53M
97.5K $2.35M
May 11, 2022 Q1 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
23.8K
+ 51.2%
$1.18M - $1.21M
70.4K $1.7M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
23.1K
+ 197.06%
$1.14M - $1.18M
34.9K $840K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
23K
New
$1.14M - $1.17M
23K $553K
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
22.4K
New
$1.11M - $1.14M
22.4K $539K
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
22.1K
+ 13.92%
$1.09M - $1.12M
181K $4.36M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
21.2K
+ 1.28%
$1.05M - $1.08M
1.68M $40.4M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21K
New
$1.04M - $1.07M
21K $507K
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

BUY
 -
20.5K
+ 12.87%
$1.02M - $1.04M
180K $4.34M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
19.8K
New
$981K - $1.01M
19.8K $478K
Apr 21, 2022 Q1 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
19.6K
+ 256.81%
$967K - $994K
27.2K $655K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
19.3K
+ 7.69%
$957K - $983K
271K $6.52M
May 06, 2022 Q1 2022
Hc Advisors, LLC

BUY
 -
18.7K
+ 467.03%
$924K - $949K
22.7K $546K
Apr 28, 2022 Q1 2022
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
16.9K
+ 12.32%
$836K - $859K
154K $3.71M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
15.8K
New
$784K - $805K
15.8K $382K
Jul 28, 2023 Q1 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
14.3K
+ 3.54%
$709K - $728K
418K $10.1M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
14.1K
New
$699K - $719K
14.1K $341K
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
14K
New
$692K - $711K
14K $337K
Apr 12, 2022 Q1 2022
Rda Financial Network

BUY
 -
13.6K
New
$671K - $690K
13.6K $327K
Jun 06, 2023 Q1 2022
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
13.5K
+ 70.56%
$667K - $685K
32.6K $785K
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
12.7K
+ 2.06%
$627K - $644K
627K $15.1M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
11.8K
+ 3.84%
$582K - $598K
318K $7.66M
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
11.3K
+ 1340.83%
$560K - $576K
12.2K $293K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
10.4K
+ 11.86%
$515K - $529K
98.3K $2.37M
May 04, 2022 Q1 2022
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
10.4K
+ 68.88%
$513K - $527K
25.4K $612K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
9.85K
+ 44.59%
$487K - $500K
31.9K $769K
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
9.68K
New
$479K - $492K
9.68K $233K
May 10, 2022 Q1 2022
Ifs Advisors, LLC

BUY
 -
9.42K
+ 2.66%
$466K - $479K
363K $8.75M
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
9.16K
New
$453K - $466K
9.16K $221K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.06K
+ 4.57%
$448K - $461K
207K $5M
Apr 20, 2022 Q1 2022
Prairiewood Capital, LLC

BUY
 -
8.95K
+ 12.32%
$443K - $455K
81.6K $1.97M
Apr 19, 2022 Q1 2022
Lincoln Capital Corp

BUY
 -
8.83K
+ 11.78%
$437K - $449K
83.8K $2.02M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
8.43K
New
$417K - $428K
8.43K $203K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
7.97K
+ 115.6%
$394K - $405K
14.9K $358K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.96K
+ 10.1%
$394K - $404K
86.7K $2.09M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
7.69K
New
$380K - $391K
7.69K $185K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
7.2K
+ 13.18%
$356K - $366K
61.8K $1.49M
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
7.1K
+ 163.1%
$351K - $361K
11.5K $276K
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.48K
New
$321K - $329K
6.48K $156K
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.12K
New
$303K - $311K
6.12K $148K
Apr 21, 2022 Q1 2022
Dagco, Inc.

BUY
 -
6.1K
+ 9.39%
$302K - $310K
71.1K $1.71M
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

BUY
 -
6.05K
New
$299K - $307K
6.05K $146K
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
6.02K
+ 50.1%
$298K - $306K
18K $435K
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

BUY
 -
5.65K
+ 8.5%
$280K - $287K
72.1K $1.74M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.45K
+ 17.62%
$270K - $277K
36.4K $877K
Apr 20, 2022 Q1 2022
West Coast Financial LLC

BUY
 -
5.07K
+ 2.09%
$251K - $258K
248K $5.98M
Apr 18, 2022 Q1 2022
First Purpose Wealth LLC

BUY
 -
5.05K
+ 54.99%
$250K - $257K
14.2K $343K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.88K
+ 2.81%
$241K - $248K
178K $4.29M

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