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 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.49KNew |
$230K - $231K
|
4.49K
$220K
|
|
Jul 16, 2021
Q2 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.43K+ 11.51% |
$227K - $227K
|
42.9K
$2.1M
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.39KNew |
$224K - $225K
|
4.39K
$215K
|
|
Aug 04, 2021
Q2 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.36K+ 24.62% |
$223K - $224K
|
22.1K
$1.08M
|
|
Aug 12, 2021
Q2 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.23KNew |
$217K - $217K
|
4.23K
$207K
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
BUY
|
- |
4.17KNew |
$214K - $214K
|
4.17K
$205K
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 20.45% |
$213K - $214K
|
24.5K
$1.2M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.13KNew |
$211K - $212K
|
4.13K
$202K
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 13.36% |
$194K - $195K
|
32.2K
$1.58M
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.67K+ 3.93% |
$188K - $189K
|
97.1K
$4.76M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.37K+ 28.88% |
$172K - $173K
|
15K
$737K
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3.33K+ 14.27% |
$171K - $171K
|
26.7K
$1.31M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.32KNew |
$170K - $171K
|
3.32K
$163K
|
|
Jul 21, 2021
Q2 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.26K+ 1.01% |
$167K - $167K
|
327K
$16M
|
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.16K+ 12.57% |
$162K - $162K
|
28.3K
$1.39M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.12KNew |
$160K - $160K
|
3.12K
$153K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 38.9% |
$143K - $143K
|
9.98K
$489K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.79K+ 258.19% |
$143K - $143K
|
3.87K
$190K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.65K+ 3.19% |
$136K - $136K
|
85.8K
$4.21M
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.62K+ 10.21% |
$134K - $135K
|
28.3K
$1.39M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.51K+ 10.53% |
$128K - $129K
|
26.3K
$1.29M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.49K+ 1.52% |
$128K - $128K
|
166K
$8.15M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.46K+ 128.62% |
$126K - $126K
|
4.38K
$215K
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
2.41K+ 1.88% |
$123K - $124K
|
131K
$6.41M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.3K+ 3.17% |
$118K - $118K
|
74.8K
$3.67M
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.24K+ 19.93% |
$115K - $115K
|
13.5K
$661K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.15K+ 27.53% |
$110K - $110K
|
9.95K
$488K
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.14K+ 1.11% |
$109K - $110K
|
194K
$9.52M
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.03K+ 4.03% |
$104K - $104K
|
52.4K
$2.57M
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.95K+ 1.67% |
$99.6K - $99.9K
|
119K
$5.83M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.86K+ 15.34% |
$95.1K - $95.3K
|
14K
$685K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 5.03% |
$94.4K - $94.7K
|
38.5K
$1.89M
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.84K+ 7.84% |
$94.2K - $94.5K
|
25.3K
$1.24M
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.71K+ 129.14% |
$87.3K - $87.6K
|
3.03K
$148K
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.65K+ 4.61% |
$84.5K - $84.7K
|
37.5K
$1.84M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.65K+ 9.68% |
$84.3K - $84.5K
|
18.7K
$915K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.62K+ 4.45% |
$83.1K - $83.3K
|
38.1K
$1.87M
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52K+ 19.27% |
$77.6K - $77.8K
|
9.38K
$460K
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.35K+ 23.34% |
$69.1K - $69.2K
|
7.13K
$350K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.31KNew |
$67.1K - $67.2K
|
1.31K
$64.3K
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.26K+ 7.27% |
$64.7K - $64.8K
|
18.6K
$914K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.26K+ 36.22% |
$64.4K - $64.6K
|
4.74K
$232K
|
|
Aug 06, 2021
Q2 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 2.49% |
$63.7K - $63.9K
|
51.3K
$2.52M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.24KNew |
$63.2K - $63.4K
|
1.24K
$60.6K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 5.45% |
$59.2K - $59.4K
|
22.4K
$1.1M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
1.1K+ 14.77% |
$56.3K - $56.4K
|
8.54K
$419K
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.09K+ 5.85% |
$55.8K - $56K
|
19.7K
$968K
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.09K+ 5.85% |
$55.8K - $56K
|
19.7K
$968K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08KNew |
$55.1K - $55.2K
|
1.08K
$52.8K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$54.5K - $54.7K
|
1.07K
$52.2K
|