Purchases and Sales Made in Q3 2021 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q3 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
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
34.4M
New
$1.76B - $1.77B
34.4M $829M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.45M
+ 36.83%
$125M - $126M
9.1M $219M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
988K
+ 4.31%
$50.6M - $50.7M
23.9M $576M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
944K
+ 176.1%
$48.3M - $48.4M
1.48M $35.7M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
878K
+ 90.8%
$45M - $45.1M
1.85M $44.5M
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
670K
New
$34.3M - $34.4M
670K $16.1M
Nov 12, 2021 Q3 2021
Krane Funds Advisors LLC

New York, NY
BUY
 -
585K
+ 532.06%
$29.9M - $30M
695K $16.7M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
513K
New
$26.2M - $26.3M
513K $12.3M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
311K
+ 5.29%
$15.9M - $15.9M
6.19M $149M
Oct 13, 2021 Q3 2021
Erts Wealth Advisors, LLC

BUY
 -
268K
+ 117.51%
$13.7M - $13.8M
496K $12M
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
183K
+ 379.99%
$9.39M - $9.41M
232K $5.58M
Nov 09, 2021 Q3 2021
Ifs Advisors, LLC

BUY
 -
174K
+ 81.29%
$8.93M - $8.95M
389K $9.37M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
152K
+ 226.27%
$7.78M - $7.8M
219K $5.28M
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

BUY
 -
150K
+ 269.21%
$7.68M - $7.7M
206K $4.96M
Nov 10, 2021 Q3 2021
Smart Portfolios, LLC

Seattle, WA
BUY
 -
131K
New
$6.68M - $6.7M
131K $3.14M
Nov 12, 2021 Q3 2021
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
124K
+ 4.57%
$6.37M - $6.39M
2.85M $68.6M
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
124K
+ 55.72%
$6.34M - $6.35M
346K $8.34M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
123K
+ 5.8%
$6.31M - $6.32M
2.25M $54.2M
Oct 27, 2021 Q3 2021
B&D White Capital Company, LLC

BUY
 -
102K
New
$5.24M - $5.25M
102K $2.47M
Nov 03, 2021 Q3 2021
Minich Mac Gregor Wealth Management, LLC

BUY
 -
98.5K
+ 94.42%
$5.04M - $5.05M
203K $4.88M
Oct 07, 2021 Q3 2021
West Oak Capital, LLC

BUY
 -
72.8K
+ 50.77%
$3.72M - $3.73M
216K $5.21M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
72.5K
+ 11.09%
$3.71M - $3.72M
727K $17.5M
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

BUY
 -
64.7K
+ 6.94%
$3.31M - $3.32M
996K $24M
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

BUY
 -
63.5K
+ 22.91%
$3.25M - $3.26M
341K $8.21M
Nov 09, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
62.2K
+ 573.07%
$3.18M - $3.19M
73.1K $1.76M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
61.8K
+ 188.61%
$3.16M - $3.17M
94.5K $2.28M
Oct 18, 2021 Q3 2021
Lincoln Capital Corp

BUY
 -
60.8K
New
$3.11M - $3.12M
60.8K $1.46M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
60.6K
+ 50.61%
$3.1M - $3.11M
180K $4.34M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
53K
New
$2.71M - $2.72M
53K $1.28M
Nov 23, 2021 Q3 2021
Cambridge Trust CO

Boston, MA
BUY
 -
51.9K
New
$2.66M - $2.66M
51.9K $1.25M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
50.2K
New
$2.57M - $2.57M
50.2K $1.21M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
48.8K
+ 18.81%
$2.5M - $2.5M
308K $7.42M
Oct 12, 2021 Q3 2021
Roberts Wealth Advisors, LLC

BUY
 -
46.5K
New
$2.38M - $2.39M
46.5K $1.12M
Nov 12, 2021 Q3 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
42K
+ 227.19%
$2.15M - $2.15M
60.5K $1.46M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
39.1K
New
$2M - $2M
39.1K $941K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
31.5K
+ 1853.0%
$1.61M - $1.62M
33.2K $801K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
29.5K
+ 21.24%
$1.51M - $1.51M
168K $4.06M
Nov 16, 2021 Q3 2021
Summit Trail Advisors, LLC

New York, NY
BUY
 -
29.3K
New
$1.5M - $1.5M
29.3K $706K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
28.6K
+ 20.97%
$1.46M - $1.47M
165K $3.97M
Oct 08, 2021 Q3 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
27.2K
+ 4.63%
$1.39M - $1.39M
614K $14.8M
Nov 15, 2021 Q3 2021
Alesco Advisors LLC

Pittsford, NY
BUY
 -
26.8K
+ 13.82%
$1.37M - $1.38M
221K $5.32M
Nov 16, 2021 Q3 2021
Asset Planning Corporation

BUY
 -
26.7K
+ 14.1%
$1.36M - $1.37M
216K $5.2M
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
26.5K
+ 6.02%
$1.36M - $1.36M
466K $11.2M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
26.5K
New
$1.35M - $1.36M
26.5K $637K
Nov 09, 2021 Q3 2021
Reliant Wealth Planning

BUY
 -
26.2K
+ 4.08%
$1.34M - $1.34M
668K $16.1M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
26.2K
+ 11.53%
$1.34M - $1.34M
253K $6.1M
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

BUY
 -
25.9K
+ 21.76%
$1.32M - $1.33M
145K $3.49M
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
23.9K
+ 9.17%
$1.23M - $1.23M
285K $6.86M
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
23K
+ 9.86%
$1.18M - $1.18M
257K $6.18M

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