Purchases and Sales Made in Q1 2023 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 2023. 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 18, 2023 Q1 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
12K
+ 4.39%
$573K - $588K
285K $6.95M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
11.8K
+ 17.72%
$563K - $577K
78.3K $1.91M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
11.7K
+ 4.27%
$561K - $575K
286K $6.98M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
11.6K
+ 22.19%
$553K - $567K
63.7K $1.55M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11.6K
+ 4.03%
$552K - $566K
298K $7.27M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
11.4K
+ 7.1%
$547K - $561K
173K $4.21M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
11.1K
+ 2.76%
$532K - $546K
415K $10.1M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
10.9K
+ 97.29%
$523K - $536K
22.2K $541K
Apr 06, 2023 Q1 2023
Peterson Wealth Advisors, LLC

BUY
 -
10.9K
New
$520K - $533K
10.9K $265K
May 02, 2023 Q1 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
10.7K
+ 0.8%
$512K - $525K
1.36M $33M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.5K
New
$504K - $516K
10.5K $257K
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
10.1K
+ 2.35%
$482K - $494K
439K $10.7M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
9.66K
+ 7.23%
$462K - $473K
143K $3.49M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
9.55K
New
$456K - $468K
9.55K $233K
Apr 11, 2023 Q1 2023
Stephens Group Asset Management, LLC

BUY
 -
9.26K
+ 2.66%
$443K - $454K
357K $8.7M
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
9.22K
New
$441K - $452K
9.22K $225K
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
9.22K
+ 12.39%
$441K - $452K
83.6K $2.04M
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
9.12K
+ 14.07%
$436K - $447K
74K $1.8M
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
8.97K
+ 4.37%
$429K - $439K
214K $5.21M
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
8.68K
+ 2.61%
$415K - $425K
342K $8.32M
May 11, 2023 Q1 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
8.39K
+ 43.67%
$401K - $411K
27.6K $673K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
8.3K
+ 32.13%
$397K - $407K
34.1K $831K
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
8.15K
+ 14.37%
$390K - $399K
64.9K $1.58M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
8.11K
New
$388K - $397K
8.11K $198K
May 11, 2023 Q1 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
8K
+ 4.51%
$382K - $392K
185K $4.51M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
7.94K
New
$379K - $389K
7.94K $193K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
7.84K
+ 22.77%
$375K - $384K
42.3K $1.03M
May 09, 2023 Q1 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
7.6K
New
$363K - $373K
7.6K $185K
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
7.54K
New
$360K - $369K
7.54K $184K
Apr 19, 2023 Q1 2023
Clay Northam Wealth Management, LLC

BUY
 -
7.31K
New
$349K - $358K
7.31K $178K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
7.1K
+ 4.7%
$339K - $348K
158K $3.85M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
7.07K
+ 22.81%
$338K - $347K
38.1K $928K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
6.96K
New
$333K - $341K
6.96K $170K
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
6.87K
+ 2.31%
$329K - $337K
304K $7.41M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
6.3K
+ 117.38%
$301K - $309K
11.7K $284K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
6.29K
New
$301K - $308K
6.29K $153K
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
6.21K
New
$297K - $304K
6.21K $151K
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

BUY
 -
6.08K
+ 20.21%
$291K - $298K
36.2K $881K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
6.01K
New
$287K - $295K
6.01K $146K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.93K
New
$284K - $291K
5.93K $145K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
5.93K
+ 36.98%
$283K - $290K
22K $535K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
5.86K
+ 2.27%
$280K - $287K
264K $6.43M
Apr 24, 2023 Q1 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
5.85K
+ 24.6%
$280K - $287K
29.6K $721K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
5.74K
+ 0.8%
$274K - $281K
720K $17.5M
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
5.69K
+ 4.91%
$272K - $279K
122K $2.96M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.63K
New
$269K - $276K
5.63K $137K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
5.61K
New
$268K - $275K
5.61K $137K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
5.38K
New
$257K - $264K
5.38K $131K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.34K
+ 3.36%
$255K - $262K
164K $4M

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