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 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-127- 0.74% |
N/A
|
17K
$816K
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-134- 2.15% |
N/A
|
6.11K
$293K
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-142Closed |
N/A
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-155- 4.53% |
N/A
|
3.27K
$157K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-176- 34.85% |
N/A
|
329
$15.8K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-192- 16.44% |
N/A
|
976
$46.8K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-237- 3.35% |
N/A
|
6.85K
$328K
|
|
Apr 26, 2021
Q1 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-248- 4.39% |
N/A
|
5.4K
$259K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-273Closed |
N/A
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-287- 5.12% |
N/A
|
5.31K
$255K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-342Closed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-389- 4.63% |
N/A
|
8.01K
$384K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-416- 10.69% |
N/A
|
3.48K
$167K
|
|
Apr 14, 2021
Q1 2021
|
Blossom Wealth Management
|
SELL
|
- |
-558- 3.86% |
N/A
|
13.9K
$666K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-576- 4.31% |
N/A
|
12.8K
$614K
|
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-585- 7.4% |
N/A
|
7.32K
$351K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-600- 4.41% |
N/A
|
13K
$623K
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-618- 2.95% |
N/A
|
20.3K
$975K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-619- 2.62% |
N/A
|
23K
$1.1M
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-669- 4.11% |
N/A
|
15.6K
$748K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-703- 14.0% |
N/A
|
4.32K
$207K
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-709- 11.39% |
N/A
|
5.52K
$265K
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-710Closed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-720- 2.13% |
N/A
|
33.1K
$1.59M
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-776Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-780- 16.34% |
N/A
|
3.99K
$192K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-791- 7.7% |
N/A
|
9.49K
$455K
|
|
Jun 08, 2021
Q1 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-822- 6.46% |
N/A
|
11.9K
$571K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-865- 0.5% |
N/A
|
170K
$8.18M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-884- 16.86% |
N/A
|
4.36K
$209K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-894- 9.22% |
N/A
|
8.81K
$422K
|
|
Apr 14, 2021
Q1 2021
|
Resource Planning Group
|
SELL
|
- |
-910- 6.15% |
N/A
|
13.9K
$666K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-928- 2.58% |
N/A
|
35.1K
$1.68M
|
|
May 04, 2021
Q1 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-974- 6.81% |
N/A
|
13.3K
$639K
|
|
May 10, 2021
Q1 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-992- 5.34% |
N/A
|
17.6K
$843K
|
|
May 14, 2021
Q1 2021
|
West Branch Capital LLC
|
SELL
|
- |
-1K- 12.41% |
N/A
|
7.07K
$339K
|
|
Apr 20, 2021
Q1 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.04K- 2.35% |
N/A
|
42.9K
$2.06M
|
|
Apr 19, 2021
Q1 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.08K- 14.93% |
N/A
|
6.13K
$294K
|
|
Apr 20, 2021
Q1 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-1.14K- 8.07% |
N/A
|
13K
$622K
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.2K- 5.77% |
N/A
|
19.5K
$936K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.2K- 91.37% |
N/A
|
113
$5.42K
|
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.23K- 23.28% |
N/A
|
4.05K
$194K
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.25K- 11.94% |
N/A
|
9.22K
$442K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.28K- 4.25% |
N/A
|
28.8K
$1.38M
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
SELL
|
- |
-1.28K- 20.53% |
N/A
|
4.94K
$237K
|
|
Apr 19, 2021
Q1 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 2.58% |
N/A
|
50.1K
$2.4M
|