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
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
1
+ 0.02%
$48.7 - $49.6
5.09K $123K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

SELL
 -
-4
- 1.54%
$195 - $198
256 $6.18K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

SELL
 -
-8
- 0.05%
$390 - $397
17.7K $427K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-12
- 0.36%
$585 - $595
3.28K $79.2K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-12
- 0.18%
$585 - $595
6.54K $158K
Aug 08, 2022 Q2 2022
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-15
- 0.25%
$731 - $744
6.04K $146K
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-17
- 2.0%
$828 - $843
833 $20.1K
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-17
- 0.84%
$828 - $843
2K $48.4K
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

SELL
 -
-20
- 0.27%
$975 - $992
7.4K $179K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-25
- 0.51%
$1.22K - $1.24K
4.87K $118K
Aug 03, 2022 Q2 2022
Landmark Financial Advisors, LLC

SELL
 -
-27
- 0.31%
$1.32K - $1.34K
8.6K $208K
Aug 01, 2022 Q2 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-32
- 2.05%
$1.56K - $1.59K
1.53K $36.9K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-34
- 1.12%
$1.66K - $1.69K
3K $72.5K
Aug 10, 2022 Q2 2022
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-40
- 0.64%
$1.95K - $1.98K
6.25K $151K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-45
- 28.85%
$2.19K - $2.23K
111 $2.68K
Aug 10, 2022 Q2 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
SELL
 -
-49
- 4.89%
$2.39K - $2.43K
954 $23K
Aug 15, 2022 Q2 2022
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-50
- 3.54%
$2.44K - $2.48K
1.36K $32.9K
Jul 15, 2022 Q2 2022
Sightline Wealth Advisors, LLC

SELL
 -
-62
- 0.48%
$3.02K - $3.07K
12.7K $307K
Aug 08, 2022 Q2 2022
Quent Capital, LLC

SELL
 -
-64
Closed
$3.12K - $3.17K
0 $0
Aug 12, 2022 Q2 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-64
- 0.67%
$3.12K - $3.17K
9.48K $229K
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-84
- 0.37%
$4.09K - $4.17K
22.7K $548K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-107
- 41.47%
$5.21K - $5.31K
151 $3.65K
Jul 08, 2022 Q2 2022
Koss Olinger Consulting, LLC

SELL
 -
-108
- 1.79%
$5.26K - $5.36K
5.94K $144K
Jul 10, 2024 Q2 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-136
- 2.22%
$6.63K - $6.74K
6K $145K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-138
Closed
$6.72K - $6.84K
0 $0
Jul 29, 2022 Q2 2022
Bcs Wealth Management

SELL
 -
-138
- 1.71%
$6.72K - $6.84K
7.95K $192K
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-147
- 0.66%
$7.16K - $7.29K
22.1K $533K
Jul 18, 2022 Q2 2022
Veery Capital, LLC

SELL
 -
-148
- 1.18%
$7.21K - $7.34K
12.4K $300K
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-149
Closed
$7.26K - $7.39K
0 $0
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-150
Closed
$7.31K - $7.44K
0 $0
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-150
- 12.84%
$7.31K - $7.44K
1.02K $24.6K
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-159
- 0.68%
$7.75K - $7.88K
23.3K $563K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

SELL
 -
-161
- 1.46%
$7.85K - $7.98K
10.9K $263K
Aug 08, 2022 Q2 2022
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-175
- 1.71%
$8.53K - $8.68K
10.1K $243K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-175
- 0.48%
$8.53K - $8.68K
36.5K $882K
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-181
- 1.23%
$8.82K - $8.98K
14.6K $353K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-191
- 18.23%
$9.31K - $9.47K
857 $20.7K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-195
Closed
$9.5K - $9.67K
0 $0
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-198
- 2.57%
$9.65K - $9.82K
7.49K $181K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-200
Closed
$9.75K - $9.92K
0 $0
Jul 19, 2022 Q2 2022
Genesee Capital Advisors, LLC

SELL
 -
-215
- 1.1%
$10.5K - $10.7K
19.3K $466K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-218
Closed
$10.6K - $10.8K
0 $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-264
- 35.44%
$12.9K - $13.1K
481 $11.6K
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-292
- 4.9%
$14.2K - $14.5K
5.67K $137K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-300
- 1.37%
$14.6K - $14.9K
21.7K $523K
Aug 05, 2022 Q2 2022
Staley Capital Advisers Inc

SELL
 -
-300
- 1.22%
$14.6K - $14.9K
24.3K $586K
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-300
- 1.37%
$14.6K - $14.9K
21.7K $523K
Jul 28, 2022 Q2 2022
Exchange Capital Management, Inc.

SELL
 -
-330
- 5.21%
$16.1K - $16.4K
6K $145K

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