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 |
---|---|---|---|---|---|---|---|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
15.4K+ 23.49% |
N/A
|
81K
$3.89M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 50.31% |
N/A
|
44.4K
$2.13M
|
|
Aug 11, 2021
Q2 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 0.54% |
N/A
|
2.72M
$131M
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.5K+ 6.99% |
N/A
|
222K
$10.7M
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
14.5K+ 10.45% |
N/A
|
153K
$7.35M
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
14.3K+ 5.43% |
N/A
|
277K
$13.3M
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$666K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$656K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 12.74% |
N/A
|
120K
$5.74M
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$638K
|
|
Aug 24, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$633K
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.2K+ 5.06% |
N/A
|
274K
$13.1M
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.1K+ 3.32% |
N/A
|
408K
$19.6M
|
|
Aug 18, 2023
Q2 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.1K+ 8.08% |
N/A
|
175K
$8.41M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 66.67% |
N/A
|
32.8K
$1.57M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9K+ 179.8% |
N/A
|
20.1K
$964K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 5.84% |
N/A
|
227K
$10.9M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 1.31% |
N/A
|
967K
$46.4M
|
|
Aug 05, 2021
Q2 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
11.9K+ 4.67% |
N/A
|
267K
$12.8M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 9.35% |
N/A
|
124K
$5.93M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.4K+ 63.79% |
N/A
|
26.7K
$1.28M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
9.92K+ 203.95% |
N/A
|
14.8K
$709K
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.5K+ 40.07% |
N/A
|
33.2K
$1.59M
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.4K+ 41.42% |
N/A
|
32.1K
$1.54M
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.99K+ 18.06% |
N/A
|
58.7K
$2.82M
|
|
Jul 26, 2021
Q2 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
8.48KNew |
N/A
|
8.48K
$407K
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
8.21K+ 80.89% |
N/A
|
18.4K
$881K
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
7.82K+ 180.55% |
N/A
|
12.1K
$583K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
7.02KNew |
N/A
|
7.02K
$337K
|
|
Aug 12, 2021
Q2 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.93KNew |
N/A
|
6.93K
$332K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.79K+ 23.59% |
N/A
|
35.5K
$1.7M
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
6.7K+ 3.22% |
N/A
|
215K
$10.3M
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.62K+ 14.83% |
N/A
|
51.3K
$2.46M
|
|
Jul 14, 2021
Q2 2021
|
Friedenthal Financial
|
BUY
|
- |
6.47K+ 23.24% |
N/A
|
34.3K
$1.64M
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.36KNew |
N/A
|
6.36K
$305K
|
|
Aug 11, 2021
Q2 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.65K+ 3.5% |
N/A
|
167K
$8M
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
N/A
|
5.58K
$267K
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$267K
|
|
Aug 12, 2021
Q2 2021
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
5.4K+ 1.24% |
N/A
|
442K
$21.2M
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
5.3K+ 3.79% |
N/A
|
145K
$6.97M
|
|
Jul 29, 2021
Q2 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$249K
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.18K+ 49.41% |
N/A
|
15.7K
$751K
|
|
May 31, 2023
Q2 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.05KNew |
N/A
|
5.05K
$242K
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
4.86K+ 60737.5% |
N/A
|
4.87K
$233K
|
|
Aug 16, 2021
Q2 2021
|
Asset Planning Corporation
|
BUY
|
- |
4.72K+ 2.56% |
N/A
|
189K
$9.07M
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.72K+ 3.3% |
N/A
|
148K
$7.09M
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.71K+ 28.29% |
N/A
|
21.3K
$1.02M
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
4.69K+ 7.1% |
N/A
|
70.7K
$3.39M
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.58K+ 110.25% |
N/A
|
8.74K
$419K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.52K+ 13.18% |
N/A
|
38.8K
$1.86M
|