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
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.4K- 3.71% |
N/A
|
36.3K
$1.74M
|
|
May 10, 2021
Q1 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.43K- 2.54% |
N/A
|
54.6K
$2.62M
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 15.38% |
N/A
|
8.25K
$396K
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.55K- 13.25% |
N/A
|
10.2K
$487K
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 23.34% |
N/A
|
5.2K
$249K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 4.47% |
N/A
|
35.3K
$1.69M
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 1.38% |
N/A
|
118K
$5.68M
|
|
May 06, 2021
Q1 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-1.7K- 14.65% |
N/A
|
9.91K
$475K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.82K- 12.45% |
N/A
|
12.8K
$613K
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.87K- 5.8% |
N/A
|
30.4K
$1.46M
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.9K- 4.19% |
N/A
|
43.5K
$2.08M
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.93K- 27.5% |
N/A
|
5.09K
$244K
|
|
May 11, 2021
Q1 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 11.69% |
N/A
|
15.2K
$727K
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-2.08K- 26.88% |
N/A
|
5.66K
$272K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.08K- 18.76% |
N/A
|
9.03K
$433K
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.09K- 9.31% |
N/A
|
20.4K
$977K
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.12K- 1.78% |
N/A
|
117K
$5.6M
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 22.56% |
N/A
|
7.5K
$360K
|
|
Apr 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.25K- 1.63% |
N/A
|
136K
$6.5M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 26.64% |
N/A
|
6.51K
$312K
|
|
May 11, 2021
Q1 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.42K- 21.32% |
N/A
|
8.93K
$428K
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.66K- 32.48% |
N/A
|
5.53K
$265K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.76K- 5.03% |
N/A
|
52K
$2.5M
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.81K- 14.86% |
N/A
|
16.1K
$773K
|
|
May 14, 2021
Q1 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.94K- 5.69% |
N/A
|
48.7K
$2.34M
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-2.95K- 60.62% |
N/A
|
1.92K
$91.8K
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.99K- 16.93% |
N/A
|
14.7K
$705K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.1K- 23.99% |
N/A
|
9.83K
$471K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.27K- 27.31% |
N/A
|
8.69K
$417K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 5.69% |
N/A
|
54.8K
$2.63M
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.36K- 52.66% |
N/A
|
3.02K
$145K
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.37K- 24.35% |
N/A
|
10.5K
$503K
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.39K- 8.19% |
N/A
|
38K
$1.82M
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.4K- 25.6% |
N/A
|
9.88K
$474K
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.5K- 93.78% |
N/A
|
232
$11.1K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.56KClosed |
N/A
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.6K- 1.33% |
N/A
|
268K
$12.8M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.8K- 5.2% |
N/A
|
69.3K
$3.32M
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-3.98KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.12KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4.14K- 15.79% |
N/A
|
22.1K
$1.06M
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.2K- 28.14% |
N/A
|
10.7K
$515K
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.25K- 49.81% |
N/A
|
4.28K
$205K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|