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 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-335
- 40.12%
$16.3K - $16.6K
500 $12.1K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-348
- 25.82%
$17K - $17.3K
1K $24.2K
Jul 21, 2022 Q2 2022
Investors Research Corp

SELL
 -
-356
- 43.36%
$17.3K - $17.7K
465 $11.2K
Aug 15, 2022 Q2 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
SELL
 -
-359
- 5.27%
$17.5K - $17.8K
6.46K $156K
Aug 05, 2022 Q2 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-364
- 0.87%
$17.7K - $18.1K
41.5K $1M
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-381
- 1.86%
$18.6K - $18.9K
20.1K $486K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-390
- 8.21%
$19K - $19.3K
4.36K $105K
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-421
- 2.66%
$20.5K - $20.9K
15.4K $373K
Jul 11, 2022 Q2 2022
Roberts Wealth Advisors, LLC

SELL
 -
-425
- 1.39%
$20.7K - $21.1K
30.2K $730K
Jul 28, 2022 Q2 2022
Dagco, Inc.

SELL
 -
-429
- 0.6%
$20.9K - $21.3K
70.6K $1.71M
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-445
- 1.97%
$21.7K - $22.1K
22.2K $536K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-459
- 12.3%
$22.4K - $22.8K
3.27K $79.1K
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

SELL
 -
-473
- 6.34%
$23K - $23.5K
6.99K $169K
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-504
- 5.22%
$24.6K - $25K
9.16K $221K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-514
- 10.21%
$25K - $25.5K
4.52K $109K
Jul 11, 2022 Q2 2022
Ewg Elevate Inc.

SELL
 -
-543
- 9.52%
$26.5K - $26.9K
5.16K $125K
Aug 04, 2022 Q2 2022
Sierra Capital LLC

SELL
 -
-551
- 11.61%
$26.9K - $27.3K
4.19K $101K
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-575
- 10.48%
$28K - $28.5K
4.91K $119K
Aug 11, 2022 Q2 2022
Logan Capital Management Inc

Newtown Square, PA
SELL
 -
-589
- 13.34%
$28.7K - $29.2K
3.83K $92.4K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-596
Closed
$29K - $29.6K
0 $0
Jul 08, 2022 Q2 2022
Appleton Partners Inc

SELL
 -
-600
- 9.86%
$29.2K - $29.8K
5.49K $133K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

SELL
 -
-602
- 13.54%
$29.3K - $29.9K
3.84K $92.8K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-625
- 6.76%
$30.5K - $31K
8.63K $208K
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-663
- 1.72%
$32.3K - $32.9K
37.9K $916K
Jul 19, 2022 Q2 2022
Ridgewood Investments LLC

SELL
 -
-675
- 9.15%
$32.9K - $33.5K
6.7K $162K
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-681
- 1.8%
$33.2K - $33.8K
37.2K $898K
Aug 01, 2022 Q2 2022
Schubert & CO

SELL
 -
-709
- 23.52%
$34.5K - $35.2K
2.31K $55.7K
Jul 19, 2022 Q2 2022
Mbe Wealth Management, LLC

SELL
 -
-710
- 7.45%
$34.6K - $35.2K
8.82K $213K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-775
- 2.01%
$37.8K - $38.4K
37.9K $915K
Jul 19, 2022 Q2 2022
Twele Capital Management, Inc.

SELL
 -
-788
- 2.81%
$38.4K - $39.1K
27.3K $659K
Jul 15, 2022 Q2 2022
Dividend Assets Capital, LLC

SELL
 -
-800
- 12.7%
$39K - $39.7K
5.5K $133K
Aug 01, 2022 Q2 2022
Acas, LLC

SELL
 -
-919
- 11.22%
$44.8K - $45.6K
7.27K $176K
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

SELL
 -
-919
- 4.2%
$44.8K - $45.6K
20.9K $506K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-968
Closed
$47.2K - $48K
0 $0
Jul 18, 2022 Q2 2022
Wealth Cmt

SELL
 -
-977
- 3.43%
$47.6K - $48.4K
27.5K $664K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-988
- 5.0%
$48.1K - $49K
18.8K $454K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-1.01K
Closed
$49.2K - $50K
0 $0
Jul 13, 2022 Q2 2022
Diligent Investors, LLC

SELL
 -
-1.11K
- 8.89%
$54.3K - $55.2K
11.4K $276K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-1.13K
- 9.04%
$55.1K - $56.1K
11.4K $275K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.18K
- 9.63%
$57.3K - $58.3K
11K $267K
Aug 04, 2022 Q2 2022
Gw Henssler & Associates LTD

SELL
 -
-1.25K
- 20.71%
$60.9K - $62K
4.79K $116K
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-1.27K
- 9.59%
$62.1K - $63.2K
12K $290K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

SELL
 -
-1.29K
- 1.27%
$63.1K - $64.2K
101K $2.43M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.3K
- 4.45%
$63.3K - $64.4K
27.8K $673K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-1.35K
- 0.5%
$65.7K - $66.9K
269K $6.51M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-1.36K
- 13.74%
$66.3K - $67.5K
8.55K $206K
Aug 11, 2022 Q2 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-1.36K
- 6.18%
$66.4K - $67.5K
20.7K $499K
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-1.36K
- 6.18%
$66.4K - $67.5K
20.7K $499K
Aug 09, 2022 Q2 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-1.37K
- 3.38%
$66.9K - $68.1K
39.2K $948K

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