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 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.76% |
N/A
|
163K
$7.81M
|
|
May 17, 2021
Q1 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.23K+ 11.55% |
N/A
|
11.9K
$570K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$51.8K
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
975+ 11.2% |
N/A
|
9.68K
$464K
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
936+ 3.41% |
N/A
|
28.4K
$1.36M
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
930+ 0.78% |
N/A
|
120K
$5.76M
|
|
May 10, 2021
Q1 2021
|
Friedenthal Financial
|
BUY
|
- |
898+ 3.33% |
N/A
|
27.8K
$1.33M
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
867New |
N/A
|
867
$41.6K
|
|
Apr 09, 2021
Q1 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
836+ 0.1% |
N/A
|
806K
$38.7M
|
|
Apr 23, 2021
Q1 2021
|
Diligent Investors, LLC
|
BUY
|
- |
807+ 8.2% |
N/A
|
10.7K
$511K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
736+ 1.81% |
N/A
|
41.3K
$1.98M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
718+ 6.56% |
N/A
|
11.7K
$559K
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
715+ 4.49% |
N/A
|
16.6K
$798K
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
700+ 142.28% |
N/A
|
1.19K
$57.2K
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
659+ 7.8% |
N/A
|
9.11K
$437K
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
659+ 7.8% |
N/A
|
9.11K
$437K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
618+ 9.38% |
N/A
|
7.21K
$346K
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
610New |
N/A
|
610
$29.3K
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
594New |
N/A
|
594
$28.5K
|
|
May 12, 2021
Q1 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
565+ 7.74% |
N/A
|
7.86K
$377K
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
554+ 0.67% |
N/A
|
83.7K
$4.01M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
513+ 2.1% |
N/A
|
25K
$1.2M
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
500+ 10.41% |
N/A
|
5.3K
$254K
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
447+ 0.31% |
N/A
|
143K
$6.87M
|
|
May 14, 2021
Q1 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
442+ 0.06% |
N/A
|
736K
$35.3M
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
439+ 1.88% |
N/A
|
23.8K
$1.14M
|
|
Apr 26, 2021
Q1 2021
|
Wealth Cmt
|
BUY
|
- |
426+ 1.88% |
N/A
|
23.1K
$1.11M
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
379+ 40.23% |
N/A
|
1.32K
$63.4K
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
374New |
N/A
|
374
$17.9K
|
|
Apr 30, 2021
Q1 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
366+ 0.27% |
N/A
|
135K
$6.48M
|
|
Apr 19, 2021
Q1 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
312+ 7.77% |
N/A
|
4.33K
$208K
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
305+ 3.0% |
N/A
|
10.5K
$502K
|
|
Apr 19, 2021
Q1 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
297+ 0.42% |
N/A
|
71.7K
$3.44M
|
|
Apr 14, 2021
Q1 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
275+ 3.9% |
N/A
|
7.33K
$351K
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
256New |
N/A
|
256
$12.3K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
223New |
N/A
|
223
$10.7K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
216+ 3.68% |
N/A
|
6.08K
$292K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209+ 0.83% |
N/A
|
25.4K
$1.22M
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209+ 0.83% |
N/A
|
25.4K
$1.22M
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
200+ 1.16% |
N/A
|
17.4K
$835K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194+ 2.71% |
N/A
|
7.35K
$352K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
186+ 4.67% |
N/A
|
4.17K
$200K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
155+ 19.38% |
N/A
|
955
$45.8K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
151New |
N/A
|
151
$7.24K
|
|
Apr 15, 2021
Q1 2021
|
Umb Bank, N.A.
|
BUY
|
- |
145+ 1.31% |
N/A
|
11.2K
$539K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
129+ 2.05% |
N/A
|
6.42K
$308K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
116+ 17.93% |
N/A
|
763
$36.6K
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
116+ 19.3% |
N/A
|
717
$34.4K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
111New |
N/A
|
111
$5.32K
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
101+ 0.1% |
N/A
|
96.5K
$4.63M
|