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 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.85K
+ 15.13%
$240K - $246K
36.9K $897K
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.83K
+ 14.62%
$239K - $245K
37.9K $921K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.75K
+ 7.29%
$235K - $241K
70K $1.7M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
4.75K
New
$235K - $241K
4.75K $116K
Apr 18, 2022 Q1 2022
Riversedge Advisors, LLC

BUY
 -
4.62K
+ 10.24%
$228K - $235K
49.7K $1.21M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
4.56K
New
$225K - $232K
4.56K $111K
Apr 11, 2022 Q1 2022
Apella Capital, LLC

BUY
 -
4.54K
+ 0.68%
$225K - $231K
674K $16.4M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
4.52K
New
$224K - $230K
4.52K $110K
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
4.46K
+ 3.39%
$221K - $227K
136K $3.31M
Dec 19, 2024 Q1 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
4.35K
+ 8.69%
$215K - $221K
54.4K $1.32M
May 10, 2022 Q1 2022
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
4.3K
New
$213K - $219K
4.3K $105K
Apr 28, 2022 Q1 2022
Brand Asset Management Group, Inc.

BUY
 -
4.28K
New
$212K - $218K
4.28K $104K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
4.26K
New
$211K - $217K
4.26K $104K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
4.12K
+ 2.6%
$204K - $209K
163K $3.96M
Apr 08, 2022 Q1 2022
Marotta Asset Management

BUY
 -
3.95K
+ 1.22%
$196K - $201K
327K $7.96M
Apr 14, 2022 Q1 2022
Stephens Group Asset Management, LLC

BUY
 -
3.76K
+ 1.07%
$186K - $191K
356K $8.65M
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

BUY
 -
3.55K
+ 22.42%
$176K - $180K
19.4K $471K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
3.28K
+ 12.63%
$162K - $166K
29.2K $710K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
3.18K
+ 7.53%
$157K - $162K
45.4K $1.1M
May 13, 2022 Q1 2022
Win Advisors, Inc

BUY
 -
2.9K
+ 24.87%
$144K - $147K
14.6K $354K
Apr 11, 2022 Q1 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
2.86K
+ 2.31%
$141K - $145K
127K $3.08M
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
2.79K
+ 2.03%
$138K - $142K
141K $3.42M
May 13, 2022 Q1 2022
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
2.53K
+ 4.14%
$125K - $129K
63.6K $1.55M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
2.51K
+ 10.88%
$124K - $127K
25.6K $622K
Apr 20, 2022 Q1 2022
Wealth Management Resources, Inc.

BUY
 -
2.49K
+ 3.17%
$123K - $126K
80.8K $1.97M
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

BUY
 -
2.14K
+ 34.3%
$106K - $109K
8.4K $204K
Apr 28, 2022 Q1 2022
Friedenthal Financial

BUY
 -
2.08K
+ 5.32%
$103K - $106K
41.1K $1M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
1.88K
+ 0.98%
$93K - $95.5K
193K $4.7M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.72K
+ 2.49%
$85.1K - $87.4K
70.8K $1.72M
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
1.71K
+ 324.95%
$84.4K - $86.7K
2.23K $54.3K
May 03, 2022 Q1 2022
Signet Investment Advisory Group, Inc.

BUY
 -
1.67K
+ 16.59%
$82.6K - $84.8K
11.7K $285K
May 04, 2022 Q1 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
1.65K
+ 4.24%
$81.7K - $83.9K
40.6K $987K
May 16, 2022 Q1 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.45K
+ 1.05%
$71.7K - $73.6K
139K $3.38M
Jun 13, 2022 Q1 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
1.43K
+ 6.71%
$70.8K - $72.8K
22.8K $554K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
1.43K
New
$70.6K - $72.6K
1.43K $34.7K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.43K
New
$70.5K - $72.4K
1.43K $34.7K
May 16, 2022 Q1 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
1.41K
New
$69.9K - $71.8K
1.41K $34.3K
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
1.37K
+ 0.94%
$67.8K - $69.6K
148K $3.6M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.34K
+ 8.68%
$66.4K - $68.3K
16.8K $409K
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.34K
+ 21.43%
$66.1K - $67.9K
7.58K $184K
Apr 25, 2022 Q1 2022
Wealth Cmt

BUY
 -
1.31K
+ 4.82%
$64.8K - $66.5K
28.5K $692K
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.25K
+ 29.46%
$61.8K - $63.5K
5.49K $133K
May 25, 2022 Q1 2022
Genesee Capital Advisors, LLC

BUY
 -
1.21K
+ 6.58%
$59.7K - $61.3K
19.5K $475K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
1.15K
+ 15.48%
$56.6K - $58.2K
8.54K $208K
May 16, 2022 Q1 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
1.09K
+ 32.86%
$54K - $55.5K
4.42K $107K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
1.05K
+ 4.69%
$52.1K - $53.5K
23.5K $571K
Apr 26, 2022 Q1 2022
Diligent Investors, LLC

BUY
 -
1.05K
+ 9.17%
$52K - $53.5K
12.5K $305K
May 11, 2022 Q1 2022
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
1.03K
+ 0.59%
$50.7K - $52.1K
174K $4.22M
Apr 27, 2022 Q1 2022
Callahan Advisors, LLC

BUY
 -
1K
+ 15.52%
$49.7K - $51K
7.47K $182K

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