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
Wealthsource Partners, LLC

BUY
 -
76
+ 0.21%
$3.76K - $3.86K
36.7K $884K
May 06, 2022 Q1 2022
Hendershot Investments Inc.

BUY
 -
71
+ 0.66%
$3.51K - $3.61K
10.9K $262K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
67
+ 5.65%
$3.31K - $3.4K
1.25K $30.2K
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
64
New
$3.17K - $3.25K
64 $1.54K
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
58
+ 2.96%
$2.87K - $2.95K
2.02K $48.6K
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
BUY
 -
37
+ 16.74%
$1.83K - $1.88K
258 $6.22K
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
27
+ 0.36%
$1.34K - $1.37K
7.46K $180K
May 10, 2022 Q1 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
25
+ 0.4%
$1.24K - $1.27K
6.29K $151K
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
23
+ 0.03%
$1.14K - $1.17K
69.1K $1.67M
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
21
+ 12.07%
$1.04K - $1.07K
195 $4.7K
May 16, 2022 Q1 2022
Carmichael Hill & Associates, Inc.

BUY
 -
18
+ 0.48%
$890 - $915
3.73K $89.9K
May 04, 2022 Q1 2022
Vista Wealth Management Group, LLC

BUY
 -
17
+ 0.3%
$841 - $864
5.76K $139K
Apr 12, 2022 Q1 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
17
+ 0.06%
$841 - $864
26.4K $636K
May 09, 2022 Q1 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
14
+ 1.42%
$693 - $711
1K $24.2K
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
11
+ 0.71%
$544 - $559
1.56K $37.6K
Apr 28, 2022 Q1 2022
Financial Consulate, Inc

BUY
 -
6
+ 0.07%
$297 - $305
8.92K $215K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
6
+ 0.05%
$297 - $305
12.8K $308K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4
+ 0.02%
$198 - $203
24.1K $581K
May 16, 2022 Q1 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
4
+ 0.08%
$198 - $203
5.06K $122K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
4
+ 1.56%
$198 - $203
260 $6.26K
May 03, 2022 Q1 2022
West Branch Capital LLC

BUY
 -
3
+ 0.08%
$148 - $152
3.55K $85.4K
May 11, 2022 Q1 2022
Red Cedar Capital, LLC

BUY
 -
2
+ 0.07%
$98.9 - $102
2.72K $65.6K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
1
+ 0.05%
$49.5 - $50.8
1.85K $44.4K
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

BUY
 -
1
+ 0.1%
$49.5 - $50.8
968 $23.3K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
1
+ 0.16%
$49.5 - $50.8
615 $14.8K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1
+ 0.02%
$49.5 - $50.8
6.17K $149K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1
+ 0.07%
$49.5 - $50.8
1.52K $36.5K
May 24, 2022 Q1 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
1
+ 0.01%
$49.5 - $50.8
14.3K $345K
Apr 21, 2022 Q1 2022
Sfmg, LLC

SELL
 -
-1
- 0.01%
$49.5 - $50.8
10.3K $248K
May 13, 2022 Q1 2022
Brighton Jones LLC

SELL
 -
-2
- 0.02%
$98.9 - $102
9.25K $223K
May 16, 2022 Q1 2022
Schubert & CO

SELL
 -
-6
- 0.2%
$297 - $305
3.02K $72.6K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-17
- 0.35%
$841 - $864
4.89K $118K
Apr 29, 2022 Q1 2022
Choate Investment Advisors

Boston, MA
SELL
 -
-25
- 0.38%
$1.24K - $1.27K
6.59K $159K
Apr 28, 2022 Q1 2022
Exchange Capital Management, Inc.

SELL
 -
-27
- 0.42%
$1.34K - $1.37K
6.33K $153K
May 02, 2022 Q1 2022
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-35
- 0.57%
$1.73K - $1.78K
6.06K $146K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-48
Closed
$2.37K - $2.44K
0 $0
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-51
- 56.04%
$2.52K - $2.59K
40 $964
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-51
- 2.57%
$2.52K - $2.59K
1.93K $46.6K
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-52
Closed
$2.57K - $2.64K
0 $0
May 13, 2022 Q1 2022
Plancorp, LLC

SELL
 -
-60
- 1.23%
$2.97K - $3.05K
4.8K $116K
May 13, 2022 Q1 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-69
- 0.54%
$3.41K - $3.51K
12.8K $309K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-72
- 5.07%
$3.56K - $3.66K
1.35K $32.5K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-77
Closed
$3.81K - $3.91K
0 $0
Apr 25, 2022 Q1 2022
Tarbox Family Office, Inc.

SELL
 -
-77
Closed
$3.81K - $3.91K
0 $0
May 02, 2022 Q1 2022
Altfest L J & CO Inc

SELL
 -
-88
- 1.22%
$4.35K - $4.47K
7.1K $171K
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

SELL
 -
-99
- 0.48%
$4.9K - $5.03K
20.5K $494K
May 16, 2022 Q1 2022
Chilton Capital Management LLC

Houston, TX
SELL
 -
-100
- 1.02%
$4.95K - $5.08K
9.69K $234K
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-100
Closed
$4.95K - $5.08K
0 $0
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-116
Closed
$5.74K - $5.9K
0 $0

Track Institutional and Insider Activities on SCHO

Follow SCHWAB SHORT-TERM US TREASURY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHO shares.

Notify only if

Insider Trading

Get notified when an Schwab Short Term Us Treasury insider buys or sells SCHO shares.

Notify only if

News

Receive news related to SCHWAB SHORT-TERM US TREASURY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHO