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 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.18KNew |
$265K - $266K
|
5.18K
$125K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.12K+ 5.61% |
$262K - $263K
|
96.4K
$2.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
4.94K+ 4.16% |
$253K - $253K
|
124K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.9K+ 7.42% |
$251K - $251K
|
71K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
4.77KNew |
$244K - $245K
|
4.77K
$115K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.69K+ 3.59% |
$240K - $241K
|
135K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.62K+ 0.61% |
$237K - $237K
|
765K
$18.5M
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.52K+ 5.58% |
$232K - $232K
|
85.5K
$2.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
4.39KNew |
$224K - $225K
|
4.39K
$106K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.2KNew |
$215K - $215K
|
4.2K
$101K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.17K+ 41.92% |
$213K - $214K
|
14.1K
$341K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.13K+ 29.55% |
$211K - $212K
|
18.1K
$437K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
4.05K+ 29.09% |
$207K - $208K
|
18K
$435K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4K+ 10.68% |
$205K - $205K
|
41.5K
$1M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 96.97% |
$205K - $205K
|
8.13K
$196K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.93KNew |
$201K - $202K
|
3.93K
$94.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
3.93K+ 11.45% |
$201K - $201K
|
38.2K
$923K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.63K+ 2.84% |
$186K - $186K
|
132K
$3.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.56K+ 12.12% |
$182K - $182K
|
32.9K
$795K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
3.4K+ 1.45% |
$174K - $175K
|
239K
$5.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
3.33K+ 5.79% |
$170K - $171K
|
60.8K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.31K+ 7.6% |
$169K - $170K
|
46.8K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.25K+ 1.94% |
$166K - $166K
|
170K
$4.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
2.74K+ 2.82% |
$140K - $140K
|
99.8K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.6KNew |
$133K - $133K
|
2.6K
$62.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.53K+ 19.74% |
$129K - $130K
|
15.3K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.5K+ 1.89% |
$128K - $128K
|
135K
$3.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.43K+ 5.66% |
$124K - $125K
|
45.3K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.36K+ 5.91% |
$121K - $121K
|
42.2K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.31K+ 3.02% |
$118K - $119K
|
78.8K
$1.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 27.65% |
$114K - $114K
|
10.3K
$248K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 8.29% |
$111K - $111K
|
28.2K
$682K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.15K+ 49.13% |
$110K - $110K
|
6.53K
$158K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.08K+ 1.41% |
$107K - $107K
|
150K
$3.62M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1.97K+ 3.79% |
$101K - $101K
|
54K
$1.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 7.94% |
$99.7K - $100K
|
26.5K
$640K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.89KNew |
$96.7K - $96.9K
|
1.89K
$45.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 0.46% |
$95.1K - $95.4K
|
410K
$9.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.85K+ 0.46% |
$94.6K - $94.9K
|
406K
$9.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 13.31% |
$91.2K - $91.4K
|
15.2K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
1.78K+ 0.29% |
$91K - $91.3K
|
620K
$15M
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.78K+ 20.96% |
$91K - $91.2K
|
10.3K
$248K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 3.33% |
$87.4K - $87.6K
|
53K
$1.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.69K+ 2.21% |
$86.2K - $86.4K
|
77.9K
$1.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
1.65K+ 13.24% |
$84.5K - $84.7K
|
14.1K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.61K+ 16.85% |
$82.2K - $82.4K
|
11.1K
$269K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.43K+ 7.23% |
$73K - $73.2K
|
21.2K
$511K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.43K+ 7.23% |
$73K - $73.2K
|
21.2K
$511K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1.43K+ 24.36% |
$72.9K - $73.1K
|
7.28K
$176K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.42K+ 2.03% |
$72.7K - $72.9K
|
71.6K
$1.73M
|