Purchases and Sales Made in Q2 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 Q2 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
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
11.1K
+ 24.22%
$542K - $551K
57K $1.38M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11.1K
+ 69.14%
$539K - $549K
27.1K $654K
Jul 18, 2022 Q2 2022
Kaizen Financial Strategies

BUY
 -
10.4K
+ 130.58%
$507K - $516K
18.4K $443K
Aug 01, 2022 Q2 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
9.95K
New
$485K - $493K
9.95K $240K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
9.74K
+ 26.4%
$475K - $483K
46.6K $1.13M
Jul 25, 2022 Q2 2022
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
9.44K
+ 37.13%
$460K - $468K
34.9K $841K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.32K
+ 7.5%
$454K - $462K
134K $3.22M
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
9.22K
New
$449K - $457K
9.22K $222K
Aug 11, 2022 Q2 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
9K
+ 16.87%
$439K - $446K
62.4K $1.51M
Apr 06, 2023 Q2 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
8.72K
New
$425K - $432K
8.72K $210K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.51K
+ 12.02%
$415K - $422K
79.3K $1.91M
Aug 09, 2022 Q2 2022
Dmg Group, LLC

Birmingham, AL
BUY
 -
8.38K
+ 61.05%
$409K - $416K
22.1K $534K
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
8.03K
+ 7.96%
$391K - $398K
109K $2.63M
Jul 27, 2022 Q2 2022
Nelson Capital Management, LLC

BUY
 -
8K
+ 27.88%
$390K - $396K
36.7K $885K
Jul 27, 2022 Q2 2022
Asset Planning Corporation

BUY
 -
7.99K
+ 3.56%
$389K - $396K
232K $5.6M
Aug 11, 2022 Q2 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
7.97K
+ 183.34%
$388K - $395K
12.3K $297K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
7.91K
New
$385K - $392K
7.91K $191K
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
7.7K
New
$375K - $382K
7.7K $186K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
7.69K
+ 1.43%
$375K - $381K
546K $13.2M
Jul 26, 2022 Q2 2022
First Merchants Corp

BUY
 -
7.5K
+ 38.26%
$365K - $372K
27.1K $654K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.44K
New
$363K - $369K
7.44K $180K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.41K
+ 26.45%
$361K - $367K
35.4K $855K
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
7.3K
New
$356K - $362K
7.3K $176K
Jul 12, 2022 Q2 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
7.08K
+ 5.59%
$345K - $351K
134K $3.23M
Jul 18, 2022 Q2 2022
Clean Yield Group

BUY
 -
7K
New
$341K - $347K
7K $169K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
6.7K
New
$327K - $332K
6.7K $162K
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
6.62K
+ 45.73%
$322K - $328K
21.1K $509K
Jul 25, 2022 Q2 2022
Heartwood Wealth Advisors LLC

BUY
 -
6.59K
+ 1.54%
$321K - $327K
434K $10.5M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
6.56K
+ 78.92%
$320K - $325K
14.9K $359K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
6.36K
New
$310K - $316K
6.36K $154K
Aug 05, 2022 Q2 2022
Personal Cfo Solutions, LLC

BUY
 -
6.32K
New
$308K - $313K
6.32K $152K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.31K
+ 28.55%
$308K - $313K
28.4K $686K
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
6.22K
+ 1.96%
$303K - $309K
324K $7.82M
Jul 19, 2022 Q2 2022
Clarity Wealth Advisors, LLC

BUY
 -
6.11K
New
$298K - $303K
6.11K $147K
Aug 03, 2022 Q2 2022
Darwin Advisors, LLC

BUY
 -
6.06K
New
$295K - $301K
6.06K $146K
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
5.84K
+ 26.08%
$284K - $289K
28.2K $681K
Jan 02, 2024 Q2 2022
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
5.79K
+ 7.54%
$282K - $287K
82.7K $2M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.72K
+ 8.18%
$279K - $284K
75.7K $1.83M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.68K
+ 33.81%
$277K - $282K
22.5K $543K
Aug 10, 2022 Q2 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
5.63K
New
$274K - $279K
5.63K $136K
Jul 22, 2022 Q2 2022
Alpha Cubed Investments, LLC

BUY
 -
5.57K
New
$271K - $276K
5.57K $134K
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
5.39K
+ 21.08%
$263K - $267K
31K $747K
Jul 29, 2022 Q2 2022
Lauterbach Financial Advisors, LLC

BUY
 -
5.23K
New
$255K - $259K
5.23K $126K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
5.1K
New
$248K - $253K
5.1K $123K
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
5.06K
New
$247K - $251K
5.06K $122K
Aug 03, 2022 Q2 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
4.67K
New
$227K - $231K
4.67K $113K
Aug 04, 2022 Q2 2022
Clifford Swan Investment Counsel LLC

BUY
 -
4.66K
New
$227K - $231K
4.66K $112K
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

BUY
 -
4.62K
New
$225K - $229K
4.62K $111K
Sep 01, 2023 Q2 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
4.15K
New
$202K - $206K
4.15K $100K

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