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 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.5K- 27.12% |
N/A
|
4.03K
$193K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 12.15% |
N/A
|
10.9K
$521K
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.52K- 1.26% |
N/A
|
118K
$5.68M
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.52K- 15.41% |
N/A
|
8.36K
$401K
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
SELL
|
- |
-1.56K- 4.58% |
N/A
|
32.6K
$1.56M
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.6K- 20.44% |
N/A
|
6.25K
$300K
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 19.03% |
N/A
|
7.1K
$340K
|
|
Aug 12, 2021
Q2 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 11.74% |
N/A
|
13.4K
$642K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.96K- 0.78% |
N/A
|
248K
$11.9M
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 26.01% |
N/A
|
5.67K
$272K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 3.08% |
N/A
|
67.2K
$3.22M
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.2K- 24.15% |
N/A
|
6.91K
$331K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 24.15% |
N/A
|
6.91K
$331K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.63% |
N/A
|
139K
$6.66M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 3.46% |
N/A
|
64.3K
$3.09M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.04% |
N/A
|
114K
$5.48M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.42K- 33.59% |
N/A
|
4.79K
$230K
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.51K- 15.63% |
N/A
|
13.5K
$649K
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.54K- 10.02% |
N/A
|
22.8K
$1.09M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.68K- 13.75% |
N/A
|
16.8K
$807K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.84K- 1.67% |
N/A
|
168K
$8.04M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.9K- 9.18% |
N/A
|
28.7K
$1.38M
|
|
Jul 19, 2021
Q2 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.96K- 12.74% |
N/A
|
20.2K
$971K
|
|
Jul 26, 2021
Q2 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.12K- 16.45% |
N/A
|
15.8K
$760K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.32KClosed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.35K- 6.1% |
N/A
|
51.6K
$2.47M
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.53K- 26.56% |
N/A
|
9.77K
$468K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.68K- 10.12% |
N/A
|
32.7K
$1.57M
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.72K- 0.91% |
N/A
|
404K
$19.4M
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.74K- 19.42% |
N/A
|
15.5K
$744K
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.83K- 10.81% |
N/A
|
31.6K
$1.51M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.88K- 52.86% |
N/A
|
3.46K
$166K
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.15K- 3.14% |
N/A
|
128K
$6.14M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4.2KClosed |
N/A
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.23K- 16.66% |
N/A
|
21.2K
$1.02M
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4.36K- 19.75% |
N/A
|
17.7K
$849K
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.74K- 15.9% |
N/A
|
25.1K
$1.2M
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.77KClosed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.94K- 9.04% |
N/A
|
49.7K
$2.38M
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.02K- 47.63% |
N/A
|
5.52K
$265K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.2KClosed |
N/A
|
0
$0
|