Purchases and Sales Made in Q3 2021 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.4KNew |
$1.15M - $1.15M
|
22.4K
$541K
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
21.9KNew |
$1.12M - $1.12M
|
21.9K
$528K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
21.1K+ 10.4% |
$1.08M - $1.08M
|
224K
$5.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20.9K+ 12.83% |
$1.07M - $1.07M
|
184K
$4.43M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 13.21% |
$1.04M - $1.04M
|
174K
$4.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 16.14% |
$1.02M - $1.02M
|
144K
$3.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.6K+ 87.45% |
$1M - $1M
|
41.9K
$1.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.9K+ 176.89% |
$966K - $968K
|
29.5K
$712K
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
17.7K+ 9.44% |
$908K - $910K
|
206K
$4.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
17.6K+ 11.39% |
$902K - $904K
|
172K
$4.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17K+ 37.18% |
$869K - $871K
|
62.6K
$1.51M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
14.7K+ 27.99% |
$754K - $756K
|
67.4K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
14.1KNew |
$723K - $725K
|
14.1K
$341K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
13.6KNew |
$696K - $698K
|
13.6K
$328K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
13.6K+ 28.41% |
$694K - $696K
|
61.3K
$1.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.5K+ 67.78% |
$693K - $695K
|
33.5K
$808K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.5KNew |
$693K - $695K
|
13.5K
$326K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3K+ 29.93% |
$680K - $682K
|
57.7K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.8KNew |
$656K - $657K
|
12.8K
$309K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.6K+ 1.68% |
$646K - $647K
|
762K
$18.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.4K+ 6.64% |
$635K - $636K
|
199K
$4.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12K+ 4.62% |
$612K - $613K
|
271K
$6.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.5K+ 45.92% |
$590K - $591K
|
36.6K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.6K+ 18.09% |
$544K - $545K
|
69.4K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
9.46KNew |
$484K - $485K
|
9.46K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.45K+ 3.45% |
$484K - $485K
|
283K
$6.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.33K+ 2.85% |
$478K - $479K
|
337K
$8.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.28KNew |
$475K - $476K
|
9.28K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.84K+ 4420.5% |
$452K - $454K
|
9.04K
$218K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
8.4K+ 5.49% |
$430K - $431K
|
162K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.08KNew |
$413K - $414K
|
8.08K
$195K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.65K+ 14.6% |
$391K - $392K
|
60K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.63KNew |
$391K - $392K
|
7.63K
$184K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7.6K+ 28.5% |
$389K - $390K
|
34.3K
$827K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.22K+ 16.42% |
$370K - $370K
|
51.2K
$1.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
7.17KNew |
$367K - $368K
|
7.17K
$173K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.99K+ 2.82% |
$358K - $358K
|
255K
$6.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.89K+ 689000.0% |
$353K - $353K
|
6.89K
$166K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.75K+ 2.97% |
$345K - $346K
|
234K
$5.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.34KNew |
$325K - $325K
|
6.34K
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.17KNew |
$316K - $317K
|
6.17K
$149K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$310K - $310K
|
6.05K
$146K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.01K+ 100.18% |
$307K - $308K
|
12K
$289K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6K+ 1.75% |
$307K - $308K
|
349K
$8.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.87K+ 101.38% |
$300K - $301K
|
11.7K
$281K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.79K+ 21.69% |
$296K - $297K
|
32.5K
$783K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
5.73KNew |
$293K - $294K
|
5.73K
$138K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.69KNew |
$291K - $292K
|
5.69K
$137K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.43K+ 40.14% |
$278K - $279K
|
19K
$457K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.28KNew |
$270K - $271K
|
5.28K
$127K
|