Purchases and Sales Made in Q2 2021 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9MNew |
$1.17B - $1.18B
|
22.9M
$1.12B
|
|
Jul 27, 2021
Q2 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.45M+ 5032.37% |
$126M - $126M
|
2.5M
$122M
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
656KNew |
$33.6M - $33.7M
|
656K
$32.1M
|
|
Jul 19, 2021
Q2 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
586K+ 72.68% |
$30M - $30.1M
|
1.39M
$68M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
541KNew |
$27.7M - $27.8M
|
541K
$26.4M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502K+ 103.79% |
$25.7M - $25.8M
|
986K
$48.2M
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
465K+ 8.59% |
$23.8M - $23.8M
|
5.87M
$287M
|
|
Aug 09, 2021
Q2 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
399K+ 13.8% |
$20.4M - $20.5M
|
3.29M
$161M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
345K+ 22.12% |
$17.7M - $17.7M
|
1.91M
$93.1M
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
281KNew |
$14.4M - $14.4M
|
281K
$13.7M
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
195K+ 10.09% |
$9.97M - $10M
|
2.13M
$104M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
145K+ 4.83% |
$7.44M - $7.46M
|
3.16M
$154M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
136K+ 27.66% |
$6.98M - $7M
|
630K
$30.8M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115K+ 40.47% |
$5.89M - $5.91M
|
400K
$19.5M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 11.57% |
$5.5M - $5.51M
|
1.04M
$50.6M
|
|
Aug 11, 2021
Q2 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
95.3K+ 71.78% |
$4.88M - $4.89M
|
228K
$11.1M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
84.1K+ 9.92% |
$4.3M - $4.32M
|
931K
$45.5M
|
|
Aug 16, 2021
Q2 2021
|
Unio Capital LLC
|
BUY
|
- |
80.1KNew |
$4.1M - $4.11M
|
80.1K
$3.91M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
80K+ 11.95% |
$4.1M - $4.11M
|
750K
$36.6M
|
|
Aug 13, 2021
Q2 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
78K+ 120.44% |
$3.99M - $4M
|
143K
$6.97M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
76.6K+ 16.66% |
$3.92M - $3.93M
|
536K
$26.2M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
73.6K+ 45.98% |
$3.77M - $3.78M
|
234K
$11.4M
|
|
Aug 06, 2021
Q2 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
67.9K+ 50.21% |
$3.48M - $3.48M
|
203K
$9.92M
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
66.9K+ 128.75% |
$3.43M - $3.44M
|
119K
$5.81M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
56.5K+ 63.2% |
$2.89M - $2.9M
|
146K
$7.13M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
50.5KNew |
$2.58M - $2.59M
|
50.5K
$2.46M
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
BUY
|
- |
50.4K+ 54.17% |
$2.58M - $2.59M
|
143K
$7M
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
48.3KNew |
$2.47M - $2.48M
|
48.3K
$2.36M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.9K+ 4.0% |
$2.3M - $2.31M
|
1.17M
$57.1M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.5KNew |
$2.23M - $2.23M
|
43.5K
$2.12M
|
|
Aug 30, 2021
Q2 2021
|
Menlo Advisors LLC
|
BUY
|
- |
38.9K+ 151.94% |
$1.99M - $1.99M
|
64.4K
$3.15M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.5K+ 39.3% |
$1.97M - $1.97M
|
136K
$6.66M
|
|
Aug 12, 2021
Q2 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
34.9K+ 6.31% |
$1.78M - $1.79M
|
587K
$28.7M
|
|
Aug 10, 2021
Q2 2021
|
Reliant Wealth Planning
|
BUY
|
- |
32K+ 5.24% |
$1.64M - $1.64M
|
641K
$31.3M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
30K+ 20.1% |
$1.54M - $1.54M
|
179K
$8.76M
|
|
Jul 15, 2021
Q2 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
29.4K+ 47.57% |
$1.5M - $1.51M
|
91.1K
$4.45M
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27.4K+ 12.43% |
$1.4M - $1.41M
|
248K
$12.1M
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6K+ 138.23% |
$1.31M - $1.31M
|
44.2K
$2.16M
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
24.9K+ 19.14% |
$1.27M - $1.28M
|
155K
$7.56M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24.2K+ 15.37% |
$1.24M - $1.24M
|
182K
$8.87M
|
|
Aug 12, 2021
Q2 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
24.1K+ 3.27% |
$1.23M - $1.24M
|
760K
$37.1M
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
22K+ 160.53% |
$1.13M - $1.13M
|
35.7K
$1.74M
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
21.6K+ 16.32% |
$1.1M - $1.11M
|
154K
$7.5M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
19.1K+ 189.87% |
$976K - $978K
|
29.1K
$1.42M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
18.9K+ 57.28% |
$970K - $973K
|
52K
$2.54M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 247.56% |
$950K - $953K
|
26.1K
$1.27M
|
|
Jul 21, 2021
Q2 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
16.7K+ 8.19% |
$854K - $856K
|
220K
$10.8M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.7K+ 27.89% |
$854K - $856K
|
76.5K
$3.73M
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
15.8K+ 49.32% |
$808K - $810K
|
47.8K
$2.33M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.6K+ 7.39% |
$799K - $801K
|
227K
$11.1M
|