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 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
12+ 0.09% |
N/A
|
12.8K
$613K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.15% |
N/A
|
8.03K
$385K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.08% |
N/A
|
12.8K
$614K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.11% |
N/A
|
7.07K
$339K
|
|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
8+ 0.11% |
N/A
|
7.34K
$352K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7New |
N/A
|
7
$336
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7+ 0.05% |
N/A
|
14.7K
$705K
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
N/A
|
6K
$288K
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
7+ 0.12% |
N/A
|
5.75K
$276K
|
|
Aug 11, 2021
Q2 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
N/A
|
6.9K
$331K
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.06% |
N/A
|
10.7K
$512K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
N/A
|
2.87K
$137K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.18% |
N/A
|
1.13K
$54.1K
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
10.7K
$511K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.12% |
N/A
|
826
$39.6K
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
13.6K
$654K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
613
$29.4K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.22% |
N/A
|
458
$22K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8- 0.09% |
N/A
|
8.83K
$424K
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11- 0.17% |
N/A
|
6.44K
$309K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 18.82% |
N/A
|
69
$3.31K
|
|
Aug 09, 2021
Q2 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-20- 0.05% |
N/A
|
38.1K
$1.83M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-40- 0.81% |
N/A
|
4.87K
$234K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-42- 0.44% |
N/A
|
9.53K
$457K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50- 0.62% |
N/A
|
7.96K
$382K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50- 98.04% |
N/A
|
1
$48
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-58- 0.01% |
N/A
|
420K
$20.1M
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-67- 1.05% |
N/A
|
6.3K
$302K
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-71- 0.27% |
N/A
|
26.3K
$1.26M
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 4.76% |
N/A
|
1.48K
$70.9K
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-75- 1.22% |
N/A
|
6.06K
$291K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-92- 49.46% |
N/A
|
94
$4.51K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 4.78% |
N/A
|
1.99K
$95.4K
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
SELL
|
- |
-107- 1.62% |
N/A
|
6.49K
$311K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-108- 12.15% |
N/A
|
781
$37.5K
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-129- 8.31% |
N/A
|
1.42K
$68.3K
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-130- 2.13% |
N/A
|
5.98K
$287K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Cmt
|
SELL
|
- |
-144- 0.62% |
N/A
|
23K
$1.1M
|
|
Jul 20, 2021
Q2 2021
|
Blossom Wealth Management
|
SELL
|
- |
-169- 1.22% |
N/A
|
13.7K
$658K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-178- 3.76% |
N/A
|
4.55K
$218K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-187- 3.47% |
N/A
|
5.21K
$250K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-192- 4.66% |
N/A
|
3.93K
$188K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-196- 4.5% |
N/A
|
4.16K
$200K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-223Closed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-233- 2.53% |
N/A
|
8.99K
$431K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
SELL
|
- |
-253- 2.7% |
N/A
|
9.11K
$437K
|