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 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-256Closed |
N/A
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-262- 35.65% |
N/A
|
473
$22.7K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-299- 9.15% |
N/A
|
2.97K
$142K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-324- 1.95% |
N/A
|
16.3K
$783K
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-333- 1.91% |
N/A
|
17.1K
$820K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-347- 45.48% |
N/A
|
416
$20K
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-374Closed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-400- 53.33% |
N/A
|
350
$16.8K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-437- 0.9% |
N/A
|
48.4K
$2.32M
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-450- 2.2% |
N/A
|
20K
$958K
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-471- 8.09% |
N/A
|
5.35K
$257K
|
|
Jul 28, 2021
Q2 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-473- 2.69% |
N/A
|
17.1K
$820K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-476- 3.05% |
N/A
|
15.1K
$725K
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 0.86% |
N/A
|
57.4K
$2.75M
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-534- 4.12% |
N/A
|
12.4K
$596K
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-541- 1.26% |
N/A
|
42.4K
$2.03M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-542- 0.21% |
N/A
|
252K
$12.1M
|
|
Aug 11, 2021
Q2 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-546- 0.09% |
N/A
|
618K
$29.7M
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-594Closed |
N/A
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-610Closed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-620- 63.52% |
N/A
|
356
$17.1K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-667- 1.9% |
N/A
|
34.4K
$1.65M
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-680- 22.52% |
N/A
|
2.34K
$112K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-700- 16.21% |
N/A
|
3.62K
$174K
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-702- 9.58% |
N/A
|
6.62K
$318K
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
SELL
|
- |
-731- 5.16% |
N/A
|
13.4K
$644K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-740- 77.49% |
N/A
|
215
$10.3K
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-750- 16.06% |
N/A
|
3.92K
$188K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-765- 2.54% |
N/A
|
29.4K
$1.41M
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-838- 1.61% |
N/A
|
51.2K
$2.46M
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-880Closed |
N/A
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-891- 13.7% |
N/A
|
5.62K
$269K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-897- 0.2% |
N/A
|
445K
$21.3M
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
SELL
|
- |
-921- 14.72% |
N/A
|
5.33K
$256K
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
SELL
|
- |
-985- 8.28% |
N/A
|
10.9K
$524K
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1K- 23.17% |
N/A
|
3.32K
$159K
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.08K- 6.93% |
N/A
|
14.4K
$692K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.12K- 1.57% |
N/A
|
70.2K
$3.37M
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.12K- 94.13% |
N/A
|
70
$3.36K
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.3K- 8.66% |
N/A
|
13.7K
$659K
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.32K- 2.37% |
N/A
|
54.4K
$2.61M
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.35K- 5.29% |
N/A
|
24.1K
$1.16M
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.35K- 5.29% |
N/A
|
24.1K
$1.16M
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.37K- 4.49% |
N/A
|
29.1K
$1.4M
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 3.33% |
N/A
|
40K
$1.92M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.41K- 3.99% |
N/A
|
33.9K
$1.63M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 14.78% |
N/A
|
8.38K
$402K
|
|
Aug 10, 2021
Q2 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-1.48K- 22.7% |
N/A
|
5.02K
$241K
|