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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.04K+ 2.88% |
N/A
|
37.1K
$1.78M
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$49.1K
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
991+ 11.01% |
N/A
|
9.99K
$479K
|
|
Jul 28, 2021
Q2 2021
|
West Coast Financial LLC
|
BUY
|
- |
957+ 1.85% |
N/A
|
52.6K
$2.52M
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
945+ 4.65% |
N/A
|
21.3K
$1.02M
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
932+ 1.03% |
N/A
|
91.3K
$4.38M
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
901+ 398.67% |
N/A
|
1.13K
$54.1K
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
900+ 18.18% |
N/A
|
5.85K
$281K
|
|
Jul 26, 2021
Q2 2021
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
886+ 2.09% |
N/A
|
43.3K
$2.08M
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
853+ 2.81% |
N/A
|
31.2K
$1.5M
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
814New |
N/A
|
814
$39K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
784+ 12.21% |
N/A
|
7.21K
$346K
|
|
Aug 10, 2021
Q2 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
771+ 4.91% |
N/A
|
16.5K
$790K
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
765+ 0.65% |
N/A
|
119K
$5.72M
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
692+ 13.02% |
N/A
|
6.01K
$288K
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
666+ 2.42% |
N/A
|
28.2K
$1.35M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
654+ 3.58% |
N/A
|
18.9K
$907K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
643+ 9.39% |
N/A
|
7.49K
$359K
|
|
Aug 13, 2021
Q2 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
613+ 5.15% |
N/A
|
12.5K
$601K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
595+ 526.55% |
N/A
|
708
$34K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
500+ 4.35% |
N/A
|
12K
$576K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
491+ 5.65% |
N/A
|
9.18K
$440K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
431+ 1.73% |
N/A
|
25.4K
$1.22M
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
398+ 1.73% |
N/A
|
23.4K
$1.12M
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
361+ 3.04% |
N/A
|
12.3K
$588K
|
|
Jul 13, 2021
Q2 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
331+ 0.44% |
N/A
|
76.3K
$3.66M
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
329+ 1.44% |
N/A
|
23.2K
$1.11M
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
319+ 10.3% |
N/A
|
3.42K
$164K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
301+ 3.33% |
N/A
|
9.33K
$447K
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
300+ 5.66% |
N/A
|
5.6K
$269K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
286New |
N/A
|
286
$13.7K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 3.31% |
N/A
|
6.61K
$317K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
N/A
|
200
$9.59K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
196+ 2.02% |
N/A
|
9.88K
$474K
|
|
Aug 11, 2021
Q2 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
145+ 2.96% |
N/A
|
5.05K
$242K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
116New |
N/A
|
116
$5.56K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
97+ 30.5% |
N/A
|
415
$19.9K
|
|
Jul 28, 2021
Q2 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
81+ 6.72% |
N/A
|
1.29K
$61.7K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
80+ 2.0% |
N/A
|
4.07K
$195K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 264.0% |
N/A
|
91
$4.36K
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
64New |
N/A
|
64
$3.07K
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
52+ 1.02% |
N/A
|
5.14K
$247K
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
BUY
|
- |
52+ 0.37% |
N/A
|
13.9K
$668K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
51New |
N/A
|
51
$2.45K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 0.59% |
N/A
|
8.12K
$390K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
43+ 0.29% |
N/A
|
14.8K
$712K
|
|
Jul 29, 2021
Q2 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
40New |
N/A
|
40
$1.92K
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
39New |
N/A
|
39
$1.87K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
31+ 0.12% |
N/A
|
25.9K
$1.24M
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25New |
N/A
|
25
$1.2K
|