Purchases and Sales Made in Q1 2021 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q1 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 |
---|---|---|---|---|---|---|---|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
465K+ 2427.55% |
N/A
|
484K
$23.3M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
452K+ 6027.97% |
N/A
|
460K
$22.1M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
434K+ 334.97% |
N/A
|
563K
$27.1M
|
|
Apr 29, 2021
Q1 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
354K+ 160.81% |
N/A
|
574K
$27.6M
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
256K+ 179.84% |
N/A
|
398K
$19.2M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
234K+ 13.81% |
N/A
|
1.93M
$92.9M
|
|
May 11, 2021
Q1 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
225K+ 9.06% |
N/A
|
2.71M
$130M
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
208KNew |
N/A
|
208K
$10M
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
198KNew |
N/A
|
198K
$9.51M
|
|
May 14, 2021
Q1 2021
|
Imc Chicago, LLC
|
BUY
|
- |
142KNew |
N/A
|
142K
$6.82M
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136K+ 13.73% |
N/A
|
1.12M
$54.1M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
120K+ 21.87% |
N/A
|
666K
$32.1M
|
|
May 14, 2021
Q1 2021
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
110KNew |
N/A
|
110K
$5.29M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 12.12% |
N/A
|
955K
$46M
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
80.2K+ 10.46% |
N/A
|
847K
$40.8M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
66.6KNew |
N/A
|
66.6K
$3.21M
|
|
May 14, 2021
Q1 2021
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
65.6K+ 17.7% |
N/A
|
437K
$21M
|
|
Apr 09, 2021
Q1 2021
|
Marotta Asset Management
|
BUY
|
- |
62.9K+ 22.03% |
N/A
|
348K
$16.8M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
62.6K+ 9.92% |
N/A
|
693K
$33.4M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
60.1K+ 61.27% |
N/A
|
158K
$7.61M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.5K+ 3.82% |
N/A
|
1.56M
$75.2M
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
54.5K+ 36.53% |
N/A
|
204K
$9.81M
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
51K+ 11.56% |
N/A
|
492K
$23.7M
|
|
Aug 18, 2023
Q1 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
50.8K+ 45.6% |
N/A
|
162K
$7.8M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.8K+ 65.61% |
N/A
|
113K
$5.44M
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
43.9K+ 38.65% |
N/A
|
157K
$7.58M
|
|
May 14, 2021
Q1 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
41.1KNew |
N/A
|
41.1K
$1.98M
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40.4K+ 1.36% |
N/A
|
3.01M
$145M
|
|
May 07, 2021
Q1 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
38.9K+ 150.84% |
N/A
|
64.7K
$3.12M
|
|
Apr 15, 2021
Q1 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38.7K+ 7.53% |
N/A
|
552K
$26.6M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
37.5K+ 30.56% |
N/A
|
160K
$7.7M
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37K+ 21.22% |
N/A
|
211K
$10.2M
|
|
May 07, 2021
Q1 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36.6K+ 38.1% |
N/A
|
133K
$6.39M
|
|
Oct 13, 2021
Q1 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
35.9K+ 8.9% |
N/A
|
440K
$21.2M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.9K+ 15.5% |
N/A
|
253K
$12.2M
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
BUY
|
- |
33.1K+ 6.86% |
N/A
|
516K
$24.8M
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
33K+ 28.36% |
N/A
|
149K
$7.19M
|
|
Apr 19, 2021
Q1 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
32.9K+ 14.8% |
N/A
|
255K
$12.3M
|
|
Apr 23, 2021
Q1 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 32.96% |
N/A
|
132K
$6.36M
|
|
May 14, 2021
Q1 2021
|
Reliant Wealth Planning
|
BUY
|
- |
32.3K+ 5.6% |
N/A
|
610K
$29.3M
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
BUY
|
- |
32KNew |
N/A
|
32K
$1.54M
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
31.4K+ 10.72% |
N/A
|
324K
$15.6M
|
|
May 14, 2021
Q1 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
29.8K+ 331377.78% |
N/A
|
29.8K
$1.44M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$1.42M
|
|
May 17, 2021
Q1 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
28.6K+ 82.48% |
N/A
|
63.3K
$3.05M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.5K+ 23.59% |
N/A
|
149K
$7.18M
|
|
Apr 13, 2021
Q1 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
26.3K+ 74.24% |
N/A
|
61.8K
$2.97M
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.8K+ 10.97% |
N/A
|
261K
$12.6M
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
25.2K+ 16.33% |
N/A
|
179K
$8.63M
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22.4K+ 32.92% |
N/A
|
90.3K
$4.35M
|