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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.61K+ 17.07% |
N/A
|
38.4K
$1.84M
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.11K+ 27.82% |
N/A
|
23.5K
$1.13M
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
5K+ 9.45% |
N/A
|
57.9K
$2.78M
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.97KNew |
N/A
|
4.97K
$238K
|
|
Apr 27, 2021
Q1 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$237K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.91KNew |
N/A
|
4.91K
$236K
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
4.86K+ 23.63% |
N/A
|
25.4K
$1.22M
|
|
Apr 19, 2021
Q1 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$229K
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.45K+ 2.19% |
N/A
|
208K
$9.96M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.41K+ 31.82% |
N/A
|
18.3K
$876K
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.4K+ 24.07% |
N/A
|
22.7K
$1.09M
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.38K+ 3.53% |
N/A
|
128K
$6.15M
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.26KNew |
N/A
|
4.26K
$204K
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.16KNew |
N/A
|
4.16K
$199K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 4.07% |
N/A
|
106K
$5.09M
|
|
May 17, 2021
Q1 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.13KNew |
N/A
|
4.13K
$198K
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.1K+ 3.21% |
N/A
|
132K
$6.34M
|
|
May 17, 2021
Q1 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.93K+ 16.68% |
N/A
|
27.5K
$1.32M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.55K+ 6.92% |
N/A
|
54.8K
$2.63M
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.52K+ 35.92% |
N/A
|
13.3K
$638K
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.32KNew |
N/A
|
3.32K
$159K
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3K+ 35.29% |
N/A
|
11.5K
$552K
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$137K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.63K+ 37.97% |
N/A
|
9.57K
$459K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$124K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 3.6% |
N/A
|
72.5K
$3.47M
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.5K+ 10.78% |
N/A
|
25.7K
$1.23M
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.44K+ 17.92% |
N/A
|
16K
$769K
|
|
Apr 26, 2021
Q1 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.38K+ 4.15% |
N/A
|
59.9K
$2.87M
|
|
May 13, 2021
Q1 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.21K+ 9.13% |
N/A
|
26.3K
$1.26M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 13.61% |
N/A
|
17.4K
$836K
|
|
Apr 20, 2021
Q1 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.09K+ 3.02% |
N/A
|
71.3K
$3.42M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 20.65% |
N/A
|
12.1K
$581K
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$91.8K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.77K+ 29.31% |
N/A
|
7.8K
$374K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 13.05% |
N/A
|
14.8K
$710K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.66K+ 4.33% |
N/A
|
39.9K
$1.91M
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.63K+ 9.67% |
N/A
|
18.5K
$886K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$74.5K
|
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.55K+ 12.69% |
N/A
|
13.7K
$659K
|
|
May 04, 2021
Q1 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.54K+ 0.96% |
N/A
|
161K
$7.73M
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.5K+ 23.01% |
N/A
|
8.02K
$385K
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.48K+ 8.34% |
N/A
|
19.2K
$923K
|
|
May 13, 2021
Q1 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
1.47K+ 0.24% |
N/A
|
619K
$29.7M
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 5.05% |
N/A
|
30.1K
$1.44M
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.4K+ 5.89% |
N/A
|
25.1K
$1.21M
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.37K+ 31.52% |
N/A
|
5.7K
$273K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.33K+ 1.52% |
N/A
|
89.1K
$4.27M
|
|
Apr 13, 2021
Q1 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.33K+ 1.78% |
N/A
|
75.9K
$3.64M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 22.04% |
N/A
|
7.18K
$344K
|