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
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.4K
+ 7.36%
$67.1K - $68.8K
20.5K $499K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
1.38K
+ 167.03%
$65.9K - $67.5K
2.2K $53.7K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.37K
+ 7.23%
$65.6K - $67.2K
20.4K $496K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.35K
+ 28.11%
$64.5K - $66.2K
6.15K $150K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
1.33K
+ 2.84%
$63.3K - $64.9K
48K $1.17M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.31K
+ 28.0%
$62.5K - $64.1K
5.98K $146K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
1.23K
+ 3.77%
$58.6K - $60K
33.7K $822K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.08K
+ 1932.14%
$51.7K - $53K
1.14K $27.7K
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
1.02K
New
$48.9K - $50.2K
1.02K $24.9K
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
1.02K
+ 19.29%
$48.9K - $50.1K
6.33K $154K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
973
+ 133.65%
$46.5K - $47.7K
1.7K $41.4K
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
941
+ 2.65%
$45K - $46.1K
36.5K $889K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
917
+ 0.11%
$43.8K - $44.9K
857K $20.9M
Apr 13, 2023 Q1 2023
Veery Capital, LLC

BUY
 -
879
+ 7.2%
$42K - $43.1K
13.1K $319K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
859
+ 76.7%
$41.1K - $42.1K
1.98K $48.2K
May 12, 2023 Q1 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
830
+ 199.04%
$39.7K - $40.7K
1.25K $30.4K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
822
+ 1911.63%
$39.3K - $40.3K
865 $21.1K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
787
+ 26233.33%
$37.6K - $38.6K
790 $19.2K
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
781
+ 10.3%
$37.3K - $38.3K
8.36K $204K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
778
+ 10.77%
$37.2K - $38.1K
8K $195K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
730
+ 58.78%
$34.9K - $35.8K
1.97K $48K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
727
New
$34.8K - $35.6K
727 $17.7K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
676
+ 4.36%
$32.3K - $33.1K
16.2K $394K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
634
+ 8.63%
$30.3K - $31.1K
7.98K $194K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
623
+ 20.77%
$29.8K - $30.5K
3.62K $88.3K
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
600
+ 0.6%
$28.7K - $29.4K
100K $2.44M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
587
+ 6.9%
$28.1K - $28.8K
9.09K $221K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
555
New
$26.5K - $27.2K
555 $13.5K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
555
New
$26.5K - $27.2K
555 $13.5K
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
548
+ 1.43%
$26.2K - $26.9K
38.9K $947K
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
535
+ 5.05%
$25.6K - $26.2K
11.1K $271K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
525
+ 9.18%
$25.1K - $25.7K
6.25K $152K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
510
New
$24.4K - $25K
510 $12.4K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
476
New
$22.8K - $23.3K
476 $11.6K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
454
+ 1.8%
$21.7K - $22.2K
25.6K $624K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
437
+ 21.44%
$20.9K - $21.4K
2.48K $60.3K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
430
+ 8.82%
$20.6K - $21.1K
5.3K $129K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
430
+ 8.82%
$20.6K - $21.1K
5.3K $129K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
398
+ 185.12%
$19K - $19.5K
613 $14.9K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
359
+ 10.82%
$17.2K - $17.6K
3.68K $89.6K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
317
New
$15.2K - $15.5K
317 $7.72K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
312
New
$14.9K - $15.3K
312 $7.6K
May 12, 2023 Q1 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
305
+ 7.97%
$14.6K - $14.9K
4.13K $101K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
290
New
$13.9K - $14.2K
290 $7.06K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
284
New
$13.6K - $13.9K
284 $6.92K
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
265
+ 0.97%
$12.7K - $13K
27.7K $674K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
251
+ 2.82%
$12K - $12.3K
9.14K $223K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
241
+ 2.49%
$11.5K - $11.8K
9.91K $241K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
233
+ 0.5%
$11.1K - $11.4K
46.4K $1.13M

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