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 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
111New |
$5.69K - $5.71K
|
111
$5.44K
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
101+ 0.1% |
$5.18K - $5.19K
|
96.5K
$4.73M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 1.43% |
$5.02K - $5.04K
|
6.97K
$342K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
85New |
$4.36K - $4.37K
|
85
$4.17K
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
BUY
|
- |
81+ 10.95% |
$4.15K - $4.16K
|
821
$40.3K
|
|
May 04, 2021
Q1 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
62+ 0.16% |
$3.18K - $3.19K
|
38.2K
$1.87M
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
60+ 146.34% |
$3.08K - $3.08K
|
101
$4.95K
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
55+ 0.32% |
$2.82K - $2.83K
|
17.4K
$852K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
52+ 0.7% |
$2.67K - $2.67K
|
7.44K
$365K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
50New |
$2.56K - $2.57K
|
50
$2.45K
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
44+ 0.19% |
$2.26K - $2.26K
|
22.9K
$1.12M
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
37+ 0.26% |
$1.9K - $1.9K
|
14.2K
$694K
|
|
Apr 28, 2021
Q1 2021
|
Veery Capital, LLC
|
BUY
|
- |
14+ 0.12% |
$718 - $720
|
11.9K
$584K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
10+ 2.39% |
$513 - $514
|
428
$21K
|
|
Apr 21, 2021
Q1 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$308 - $308
|
6.89K
$338K
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$308 - $308
|
5.99K
$294K
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$256 - $257
|
10.7K
$523K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$256 - $257
|
4.12K
$202K
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5+ 0.1% |
$256 - $257
|
4.9K
$240K
|
|
May 07, 2021
Q1 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.01% |
$205 - $206
|
59.8K
$2.93M
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$154 - $154
|
2.71K
$133K
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.18% |
$103 - $103
|
1.13K
$55.2K
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$103 - $103
|
8.84K
$434K
|
|
May 10, 2021
Q1 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$103 - $103
|
13.6K
$669K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.32% |
$51.3 - $51.4
|
318
$15.6K
|
|
May 18, 2021
Q1 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.12% |
$51.3 - $51.4
|
825
$40.5K
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$51.3 - $51.4
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-1Closed |
$51.3 - $51.4
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$51.3 - $51.4
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1- 0.11% |
$51.3 - $51.4
|
880
$43.2K
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4- 0.06% |
$205 - $206
|
6.45K
$316K
|
|
Apr 23, 2021
Q1 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 20.0% |
$256 - $257
|
20
$981
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.18% |
$410 - $411
|
4.41K
$216K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-10- 2.34% |
$513 - $514
|
418
$20.5K
|
|
Apr 13, 2021
Q1 2021
|
Menlo Advisors LLC
|
SELL
|
- |
-10- 0.04% |
$513 - $514
|
25.6K
$1.25M
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11- 1.23% |
$564 - $566
|
881
$43.2K
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15- 0.06% |
$769 - $771
|
25.8K
$1.27M
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$872 - $874
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-21- 0.15% |
$1.08K - $1.08K
|
13.7K
$672K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.4% |
$1.33K - $1.34K
|
6.4K
$314K
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.49K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$1.54K - $1.54K
|
30
$1.47K
|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
SELL
|
- |
-43- 0.68% |
$2.2K - $2.21K
|
6.26K
$307K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-49Closed |
$2.51K - $2.52K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 2.34% |
$2.56K - $2.57K
|
2.09K
$103K
|
|
May 04, 2021
Q1 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-62- 0.17% |
$3.18K - $3.19K
|
35.4K
$1.74M
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-66- 2.09% |
$3.38K - $3.39K
|
3.1K
$152K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-70- 7.3% |
$3.59K - $3.6K
|
889
$43.6K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-96Closed |
$4.92K - $4.94K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 11.52% |
$5.33K - $5.35K
|
799
$39.2K
|