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 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.94K- 9.04% |
$253K - $254K
|
49.7K
$2.44M
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.02K- 47.63% |
$257K - $258K
|
5.52K
$271K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.2KClosed |
$266K - $267K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.23K- 4.5% |
$268K - $269K
|
111K
$5.45M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.3K- 3.35% |
$271K - $272K
|
153K
$7.49M
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.52KClosed |
$282K - $283K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.52K- 9.23% |
$283K - $283K
|
54.3K
$2.66M
|
|
Aug 16, 2021
Q2 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.58K- 13.6% |
$286K - $287K
|
35.5K
$1.74M
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.8KClosed |
$297K - $298K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-5.81K- 31.77% |
$297K - $298K
|
12.5K
$612K
|
|
Jul 15, 2021
Q2 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.84K- 6.42% |
$299K - $300K
|
85.1K
$4.18M
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
SELL
|
- |
-5.93KClosed |
$304K - $305K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.01K- 15.83% |
$308K - $309K
|
32K
$1.57M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.08KClosed |
$311K - $312K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.18K- 4.45% |
$316K - $317K
|
133K
$6.51M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.38K- 3.3% |
$327K - $327K
|
187K
$9.16M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.68K- 22.93% |
$342K - $343K
|
22.5K
$1.1M
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.69KClosed |
$342K - $343K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.97KClosed |
$357K - $358K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.1K- 13.46% |
$364K - $365K
|
45.7K
$2.24M
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.14K- 16.44% |
$366K - $367K
|
36.3K
$1.78M
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-7.33K- 6.57% |
$375K - $376K
|
104K
$5.12M
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-7.59K- 15.3% |
$388K - $389K
|
42K
$2.06M
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7.61K- 12.01% |
$389K - $390K
|
55.7K
$2.73M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.68K- 1.65% |
$393K - $394K
|
457K
$22.4M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.71K- 23.31% |
$395K - $396K
|
25.4K
$1.24M
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.25KClosed |
$422K - $424K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.46KClosed |
$433K - $434K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.86K- 3.31% |
$454K - $455K
|
259K
$12.7M
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.36K- 6.38% |
$479K - $480K
|
137K
$6.74M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.3K- 19.01% |
$528K - $530K
|
44K
$2.16M
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.5K- 99.92% |
$535K - $536K
|
8
$392
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-10.7K- 5.38% |
$547K - $548K
|
188K
$9.21M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.7KClosed |
$550K - $551K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.7K- 12.96% |
$550K - $552K
|
72.2K
$3.54M
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-11.7K- 32.21% |
$599K - $601K
|
24.6K
$1.21M
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-12KClosed |
$614K - $616K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.3K- 39.89% |
$630K - $632K
|
18.6K
$910K
|
|
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.5K- 14.94% |
$640K - $642K
|
71.2K
$3.49M
|
|
Aug 10, 2021
Q2 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-12.6K- 2.2% |
$647K - $649K
|
561K
$27.5M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7KClosed |
$648K - $649K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-13.3KClosed |
$682K - $684K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-15K- 54.15% |
$768K - $770K
|
12.7K
$623K
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15K- 3.12% |
$769K - $771K
|
466K
$22.8M
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.1KClosed |
$772K - $774K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-16.6K- 23.96% |
$850K - $852K
|
52.7K
$2.58M
|
|
Aug 11, 2021
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17.5K- 3.56% |
$898K - $901K
|
475K
$23.3M
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17.8K- 21.19% |
$910K - $913K
|
66.1K
$3.24M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-18K- 5.26% |
$921K - $923K
|
324K
$15.9M
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-18.4K- 51.0% |
$942K - $945K
|
17.7K
$868K
|