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 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.25K- 49.81% |
$218K - $218K
|
4.28K
$210K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.25KClosed |
$218K - $219K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.46KClosed |
$229K - $229K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.6K- 8.02% |
$236K - $237K
|
52.8K
$2.59M
|
|
May 10, 2021
Q1 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.61KClosed |
$236K - $237K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.63KClosed |
$237K - $238K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.7K- 16.12% |
$241K - $241K
|
24.4K
$1.2M
|
|
Apr 20, 2021
Q1 2021
|
Foster Group, Inc.
|
SELL
|
- |
-4.77K- 44.54% |
$244K - $245K
|
5.93K
$291K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.85K- 19.8% |
$249K - $249K
|
19.7K
$964K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.96KClosed |
$254K - $255K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.01K- 28.37% |
$257K - $258K
|
12.7K
$621K
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.15K- 29.41% |
$264K - $265K
|
12.4K
$606K
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.24K- 9.56% |
$269K - $269K
|
49.6K
$2.43M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.31KClosed |
$272K - $273K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 5.89% |
$292K - $293K
|
90.9K
$4.46M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.75K- 2.11% |
$295K - $296K
|
267K
$13.1M
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.88K- 11.63% |
$301K - $302K
|
44.6K
$2.19M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-6.06K- 55.48% |
$311K - $312K
|
4.86K
$239K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.37K- 17.1% |
$326K - $327K
|
30.9K
$1.51M
|
|
May 10, 2021
Q1 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-6.42K- 29.89% |
$329K - $330K
|
15.1K
$738K
|
|
May 03, 2021
Q1 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-6.94K- 85.21% |
$356K - $357K
|
1.21K
$59.1K
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7KClosed |
$359K - $360K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.05K- 7.84% |
$362K - $362K
|
82.9K
$4.07M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.1K- 0.78% |
$364K - $365K
|
908K
$44.5M
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-7.13KClosed |
$366K - $367K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.13K- 17.74% |
$366K - $367K
|
33.1K
$1.62M
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.44KClosed |
$382K - $383K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 61.62% |
$384K - $385K
|
4.67K
$229K
|
|
Apr 15, 2021
Q1 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-7.67K- 7.77% |
$393K - $394K
|
91K
$4.46M
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-7.93K- 23.86% |
$407K - $408K
|
25.3K
$1.24M
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.01K- 3.98% |
$411K - $412K
|
193K
$9.47M
|
|
Apr 27, 2021
Q1 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8.61K- 31.22% |
$441K - $443K
|
19K
$930K
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.76K- 46.97% |
$449K - $451K
|
9.89K
$485K
|
|
Apr 19, 2021
Q1 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-9.01K- 27.98% |
$462K - $463K
|
23.2K
$1.14M
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.06K- 67.9% |
$464K - $466K
|
4.28K
$210K
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-10.1K- 22.85% |
$518K - $520K
|
34.1K
$1.67M
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
SELL
|
- |
-10.1K- 16.37% |
$518K - $520K
|
51.7K
$2.53M
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-10.2K- 30.38% |
$522K - $524K
|
23.4K
$1.15M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.3KClosed |
$529K - $531K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.9K- 37.1% |
$560K - $562K
|
18.5K
$909K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 55.92% |
$570K - $572K
|
8.76K
$430K
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$591K - $593K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.9K- 6.47% |
$609K - $611K
|
172K
$8.42M
|
|
May 10, 2021
Q1 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-12.9K- 15.69% |
$661K - $663K
|
69.3K
$3.4M
|
|
May 05, 2021
Q1 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-13.5K- 52.99% |
$693K - $695K
|
12K
$589K
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-14.2KClosed |
$729K - $731K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.5K- 14.83% |
$742K - $744K
|
83.1K
$4.08M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14.5K- 5.48% |
$743K - $745K
|
250K
$12.3M
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.8K- 9.64% |
$760K - $762K
|
139K
$6.82M
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-14.9KClosed |
$766K - $768K
|
0
$0
|