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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-547- 3.25% |
$28K - $28.1K
|
16.3K
$393K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-597- 0.93% |
$30.6K - $30.6K
|
63.7K
$1.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
SELL
|
- |
-633- 4.61% |
$32.4K - $32.5K
|
13.1K
$315K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-636- 0.38% |
$32.6K - $32.6K
|
167K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-660- 19.9% |
$33.8K - $33.9K
|
2.66K
$64K
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-706- 2.24% |
$36.1K - $36.2K
|
30.9K
$744K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-712- 4.8% |
$36.4K - $36.5K
|
14.1K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-800- 14.28% |
$40.9K - $41K
|
4.8K
$116K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-814Closed |
$41.7K - $41.8K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-826Closed |
$42.3K - $42.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-829- 0.45% |
$42.4K - $42.5K
|
182K
$4.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-839- 1.69% |
$42.9K - $43K
|
48.9K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-841- 2.32% |
$43K - $43.1K
|
35.5K
$855K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-855- 6.27% |
$43.8K - $43.9K
|
12.8K
$308K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-882- 2.76% |
$45.1K - $45.2K
|
31.1K
$750K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-898- 13.56% |
$46K - $46.1K
|
5.72K
$138K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-933- 5.08% |
$47.8K - $47.9K
|
17.4K
$420K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$54.5K - $54.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08KClosed |
$55.1K - $55.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.13K- 4.81% |
$57.7K - $57.8K
|
22.3K
$538K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.17K- 11.85% |
$59.9K - $60.1K
|
8.71K
$210K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.2K- 13.03% |
$61.2K - $61.4K
|
7.99K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.21K- 2.87% |
$61.7K - $61.8K
|
40.8K
$984K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.27K- 5.99% |
$64.9K - $65K
|
19.9K
$480K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.3K- 27.35% |
$66.3K - $66.4K
|
3.44K
$82.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.32K- 4.65% |
$67.5K - $67.6K
|
27K
$651K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.35K- 2.49% |
$69.2K - $69.4K
|
53K
$1.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.4K- 59.83% |
$71.7K - $71.8K
|
940
$22.7K
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.43K- 9.04% |
$73.3K - $73.5K
|
14.4K
$347K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.5K- 4.19% |
$76.6K - $76.7K
|
34.2K
$825K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.5K- 6.23% |
$76.8K - $77K
|
22.6K
$545K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.5K- 6.23% |
$76.8K - $77K
|
22.6K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.52K- 11.04% |
$77.7K - $77.9K
|
12.2K
$295K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.61K- 10.67% |
$82.6K - $82.7K
|
13.5K
$326K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.69K- 30.12% |
$86.5K - $86.7K
|
3.92K
$94.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 17.12% |
$87.4K - $87.6K
|
8.27K
$199K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.71K- 1.99% |
$87.6K - $87.8K
|
84.1K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.75K- 11.25% |
$89.3K - $89.5K
|
13.8K
$332K
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.9K- 25.99% |
$97.2K - $97.5K
|
5.41K
$130K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.92K- 0.99% |
$98.2K - $98.4K
|
192K
$4.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 28.4% |
$103K - $103K
|
5.08K
$123K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.03K- 24.9% |
$104K - $104K
|
6.13K
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.08K- 1.84% |
$107K - $107K
|
111K
$2.68M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.18K- 1.21% |
$112K - $112K
|
177K
$4.27M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-2.2K- 9.45% |
$112K - $113K
|
21.1K
$508K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-2.21K- 13.07% |
$113K - $113K
|
14.7K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.29K- 6.74% |
$117K - $117K
|
31.6K
$762K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.45K- 13.22% |
$125K - $126K
|
16.1K
$388K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.45K- 4.79% |
$126K - $126K
|
48.7K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 8.78% |
$129K - $129K
|
26.2K
$631K
|