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 09, 2021
Q2 2021
|
Marotta Asset Management
|
SELL
|
- |
-24.7K- 7.1% |
N/A
|
324K
$15.5M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-29.4K- 33.06% |
N/A
|
59.6K
$2.86M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-30.2K- 17.66% |
N/A
|
141K
$6.75M
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-31.3K- 22.02% |
N/A
|
111K
$5.31M
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-32.3K- 8.61% |
N/A
|
343K
$16.5M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.1K- 13.45% |
N/A
|
226K
$10.8M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-39.1K- 5.63% |
N/A
|
654K
$31.4M
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-39.6K- 80.09% |
N/A
|
9.84K
$472K
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-40.5K- 67.62% |
N/A
|
19.4K
$930K
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-40.8K- 7.92% |
N/A
|
475K
$22.8M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-42.3K- 77.11% |
N/A
|
12.6K
$602K
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49.8K- 51.6% |
N/A
|
46.7K
$2.24M
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-55.7K- 32.47% |
N/A
|
116K
$5.56M
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-56.3K- 39.76% |
N/A
|
85.4K
$4.09M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.4K- 34.71% |
N/A
|
114K
$5.45M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-60.9K- 67.0% |
N/A
|
30K
$1.44M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.5K- 25.14% |
N/A
|
183K
$8.79M
|
|
Jul 21, 2021
Q2 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-71.7KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-82.3K- 34.16% |
N/A
|
159K
$7.6M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.8K- 10.33% |
N/A
|
814K
$39.1M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-96.3K- 24.87% |
N/A
|
291K
$14M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-109K- 72.81% |
N/A
|
40.6K
$1.95M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-110K- 29.78% |
N/A
|
259K
$12.4M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-141K- 52.81% |
N/A
|
126K
$6.04M
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-159K- 73.63% |
N/A
|
57K
$2.73M
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-174K- 96.77% |
N/A
|
5.79K
$277K
|
|
Aug 16, 2021
Q2 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-198KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-337K- 4.82% |
N/A
|
6.65M
$319M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-369K- 65.61% |
N/A
|
194K
$9.29M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-370K- 92.89% |
N/A
|
28.3K
$1.36M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-431K- 64.7% |
N/A
|
235K
$11.3M
|
|
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.43M- 75.04% |
N/A
|
475K
$22.8M
|