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 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-9.3K
- 12.67%
$460K - $473K
64.1K $1.54M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
SELL
 -
-9.62K
- 67.22%
$476K - $489K
4.69K $113K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-9.84K
- 62.76%
$487K - $500K
5.84K $141K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10K
Closed
$496K - $509K
0 $0
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-10.1K
- 28.16%
$501K - $515K
25.8K $622K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

SELL
 -
-10.2K
- 56.26%
$503K - $516K
7.9K $190K
Apr 08, 2022 Q1 2022
Planned Solutions, Inc.

SELL
 -
-10.2K
- 19.22%
$504K - $518K
42.8K $1.03M
May 03, 2022 Q1 2022
Triumph Capital Management

SELL
 -
-10.2K
Closed
$504K - $518K
0 $0
Apr 26, 2022 Q1 2022
Harrington Investments, Inc

SELL
 -
-11.1K
- 7.67%
$548K - $563K
133K $3.21M
Apr 13, 2022 Q1 2022
Austin Asset Management CO Inc

SELL
 -
-11.9K
- 58.28%
$590K - $606K
8.53K $206K
Apr 26, 2022 Q1 2022
Toth Financial Advisory Corp

SELL
 -
-12.1K
- 35.64%
$599K - $615K
21.9K $527K
May 02, 2022 Q1 2022
Nelson Capital Management, LLC

SELL
 -
-12.7K
- 30.77%
$630K - $648K
28.7K $691K
May 02, 2022 Q1 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-13.4K
- 1.74%
$662K - $680K
755K $18.2M
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-13.4K
Closed
$664K - $683K
0 $0
Apr 12, 2022 Q1 2022
Dividend Assets Capital, LLC

SELL
 -
-13.7K
- 68.44%
$676K - $694K
6.3K $152K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

SELL
 -
-13.7K
- 55.47%
$680K - $698K
11K $266K
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-14.6K
- 38.37%
$720K - $740K
23.4K $563K
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-14.8K
Closed
$730K - $750K
0 $0
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-15.2K
- 50.41%
$751K - $771K
14.9K $360K
Apr 05, 2022 Q1 2022
Modus Advisors, LLC

SELL
 -
-16K
- 12.88%
$792K - $814K
108K $2.61M
May 13, 2022 Q1 2022
Parisi Gray Wealth Management

SELL
 -
-16.7K
- 15.63%
$826K - $848K
90.1K $2.17M
Aug 25, 2023 Q1 2022
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-18.4K
- 17.13%
$909K - $934K
88.9K $2.14M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-18.7K
- 85.07%
$927K - $953K
3.29K $79.3K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-19K
Closed
$942K - $967K
0 $0
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-19.1K
Closed
$945K - $971K
0 $0
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-19.4K
- 29.73%
$961K - $987K
45.9K $1.11M
Apr 13, 2022 Q1 2022
Abacus Planning Group, Inc.

SELL
 -
-20.4K
- 7.03%
$1.01M - $1.04M
270K $6.5M
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-20.5K
- 8.72%
$1.01M - $1.04M
214K $5.17M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-20.6K
- 76.12%
$1.02M - $1.05M
6.48K $156K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-20.7K
Closed
$1.02M - $1.05M
0 $0
Apr 07, 2022 Q1 2022
Weitzel Financial Services, Inc.

SELL
 -
-20.9K
- 39.2%
$1.04M - $1.06M
32.5K $783K
May 12, 2022 Q1 2022
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-22.2K
- 72.95%
$1.1M - $1.13M
8.24K $199K
Apr 12, 2022 Q1 2022
Roberts Wealth Advisors, LLC

SELL
 -
-22.9K
- 42.8%
$1.13M - $1.17M
30.6K $738K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-23.9K
- 5.04%
$1.18M - $1.21M
449K $10.8M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-24K
- 64.28%
$1.19M - $1.22M
13.4K $322K
May 11, 2022 Q1 2022
Roundview Capital LLC

Princeton, NJ
SELL
 -
-24.1K
- 5.82%
$1.19M - $1.22M
390K $9.39M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-26.2K
- 48.34%
$1.3M - $1.33M
28K $675K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-27.1K
- 85.06%
$1.34M - $1.38M
4.75K $114K
May 06, 2022 Q1 2022
Valley National Advisers Inc

SELL
 -
-27.5K
- 24.03%
$1.36M - $1.4M
86.8K $2.09M
May 16, 2022 Q1 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-28.8K
- 29.82%
$1.43M - $1.46M
67.8K $1.63M
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-29K
- 15.44%
$1.43M - $1.47M
159K $3.82M
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

SELL
 -
-30.2K
- 57.32%
$1.49M - $1.53M
22.5K $542K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-30.5K
- 15.53%
$1.51M - $1.55M
166K $4M
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

SELL
 -
-32.2K
- 47.17%
$1.59M - $1.64M
36.1K $869K
Apr 14, 2022 Q1 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-33K
- 20.26%
$1.63M - $1.68M
130K $3.13M
May 02, 2022 Q1 2022
Lvw Advisors, LLC

SELL
 -
-34K
- 29.49%
$1.68M - $1.73M
81.2K $1.96M
May 02, 2022 Q1 2022
Parsons Capital Management Inc

SELL
 -
-34.4K
Closed
$1.7M - $1.75M
0 $0
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-36.4K
Closed
$1.8M - $1.85M
0 $0
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

SELL
 -
-37.1K
- 25.3%
$1.84M - $1.89M
110K $2.64M

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