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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.8K+ 35.09% |
N/A
|
83.9K
$4.02M
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.6K+ 4.71% |
N/A
|
481K
$23.1M
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21.5K+ 9.0% |
N/A
|
260K
$12.5M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.5K+ 11.12% |
N/A
|
215K
$10.3M
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
BUY
|
- |
21.2K+ 68.98% |
N/A
|
52K
$2.49M
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
21.1K+ 142.38% |
N/A
|
35.9K
$1.72M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.6K+ 25.05% |
N/A
|
97.9K
$4.69M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$918K
|
|
May 03, 2021
Q1 2021
|
Ddd Partners, LLC
|
BUY
|
- |
18.5K+ 10.28% |
N/A
|
198K
$9.52M
|
|
Apr 13, 2021
Q1 2021
|
West Oak Capital, LLC
|
BUY
|
- |
18.5K+ 24.79% |
N/A
|
93K
$4.46M
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
BUY
|
- |
17.9K+ 37.11% |
N/A
|
66K
$3.17M
|
|
Apr 20, 2021
Q1 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
17.8K+ 37.21% |
N/A
|
65.6K
$3.15M
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.5K+ 4.64% |
N/A
|
395K
$18.9M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16K+ 79.97% |
N/A
|
36.1K
$1.73M
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.8K+ 7.89% |
N/A
|
216K
$10.4M
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.9K+ 8.43% |
N/A
|
192K
$9.2M
|
|
Apr 30, 2021
Q1 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.5K+ 40.55% |
N/A
|
50.4K
$2.42M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 11.16% |
N/A
|
141K
$6.77M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.9K+ 9.26% |
N/A
|
164K
$7.85M
|
|
Apr 27, 2021
Q1 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.2K+ 6.37% |
N/A
|
221K
$10.6M
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13.2K+ 56.97% |
N/A
|
36.4K
$1.74M
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
BUY
|
- |
13.2K+ 7.7% |
N/A
|
184K
$8.84M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13K+ 400.83% |
N/A
|
16.3K
$781K
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
BUY
|
- |
12.6K+ 9.96% |
N/A
|
139K
$6.65M
|
|
May 17, 2021
Q1 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11.1K+ 44.9% |
N/A
|
35.9K
$1.72M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 13.99% |
N/A
|
89.4K
$4.29M
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7K+ 2.21% |
N/A
|
493K
$23.7M
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.6K+ 24.37% |
N/A
|
54.3K
$2.6M
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10.6K+ 6.6% |
N/A
|
171K
$8.2M
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10KNew |
N/A
|
10K
$481K
|
|
May 04, 2021
Q1 2021
|
Acas, LLC
|
BUY
|
- |
9.37KNew |
N/A
|
9.37K
$449K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.06K+ 17.85% |
N/A
|
59.8K
$2.87M
|
|
Apr 05, 2021
Q1 2021
|
Modus Advisors, LLC
|
BUY
|
- |
9.05K+ 6.91% |
N/A
|
140K
$6.72M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.86K+ 32.06% |
N/A
|
36.5K
$1.75M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.59K+ 17.02% |
N/A
|
59K
$2.83M
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.44K+ 20.43% |
N/A
|
49.8K
$2.39M
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.36K+ 3.28% |
N/A
|
263K
$12.6M
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.85KNew |
N/A
|
7.85K
$376K
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.44K+ 27.76% |
N/A
|
34.2K
$1.64M
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.4K+ 32.03% |
N/A
|
30.5K
$1.46M
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
BUY
|
- |
7.36K+ 67.31% |
N/A
|
18.3K
$877K
|
|
Apr 30, 2021
Q1 2021
|
Harrington Investments, Inc
|
BUY
|
- |
7.35K+ 3.15% |
N/A
|
241K
$11.5M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 23.69% |
N/A
|
36.6K
$1.76M
|
|
May 12, 2021
Q1 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
6.81K+ 19.14% |
N/A
|
42.4K
$2.03M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.72K+ 67.69% |
N/A
|
16.7K
$799K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.69K+ 5.44% |
N/A
|
130K
$6.23M
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.43K+ 15.18% |
N/A
|
48.8K
$2.34M
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.85K+ 1.74% |
N/A
|
342K
$16.4M
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$278K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$277K
|