Purchases and Sales Made in Q3 2021 in Schwab Short Term Us Treasury (SCHO)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.39K+ 5.28% |
$71K - $71.2K
|
27.7K
$666K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.37K+ 15.68% |
$70.2K - $70.3K
|
10.1K
$244K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.26K+ 21.09% |
$64.5K - $64.7K
|
7.24K
$174K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 12.85% |
$62.2K - $62.4K
|
10.7K
$257K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 7.81% |
$60.1K - $60.2K
|
16.2K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.08K+ 2.83% |
$55.3K - $55.5K
|
39.2K
$945K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 2.63% |
$53.8K - $53.9K
|
41K
$988K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1K+ 671.81% |
$51.2K - $51.4K
|
1.15K
$27.7K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 46.19% |
$51.2K - $51.3K
|
3.17K
$76.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
927+ 4.98% |
$47.4K - $47.6K
|
19.6K
$471K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
846+ 1.69% |
$43.3K - $43.4K
|
50.8K
$1.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
752+ 5.09% |
$38.5K - $38.6K
|
15.5K
$374K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
750+ 2.58% |
$38.4K - $38.5K
|
29.9K
$719K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
749+ 180.48% |
$38.3K - $38.4K
|
1.16K
$28K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
749+ 7.57% |
$38.3K - $38.4K
|
10.6K
$256K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
736+ 15.1% |
$37.7K - $37.8K
|
5.61K
$135K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
731+ 3.92% |
$37.4K - $37.5K
|
19.4K
$467K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
714+ 10.02% |
$36.5K - $36.6K
|
7.84K
$189K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
693+ 14.24% |
$35.5K - $35.6K
|
5.56K
$134K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
608+ 0.51% |
$31.1K - $31.2K
|
120K
$2.89M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
589+ 4.85% |
$30.1K - $30.2K
|
12.7K
$307K
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
569+ 8.21% |
$29.1K - $29.2K
|
7.5K
$181K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
542+ 10.41% |
$27.7K - $27.8K
|
5.75K
$139K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
513+ 1.82% |
$26.3K - $26.3K
|
28.7K
$691K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
480+ 3.56% |
$24.6K - $24.6K
|
14K
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
448+ 1.73% |
$22.9K - $23K
|
26.3K
$634K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
447+ 0.6% |
$22.9K - $22.9K
|
75.2K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
415New |
$21.2K - $21.3K
|
415
$10K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
410+ 47.29% |
$21K - $21K
|
1.28K
$30.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
407+ 1.44% |
$20.8K - $20.9K
|
28.7K
$691K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
399+ 1.88% |
$20.4K - $20.5K
|
21.7K
$522K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
375+ 1.65% |
$19.2K - $19.2K
|
23.2K
$558K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
362+ 1.28% |
$18.5K - $18.6K
|
28.7K
$690K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
353+ 6.14% |
$18.1K - $18.1K
|
6.11K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
351+ 0.68% |
$18K - $18K
|
51.6K
$1.24M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
322+ 3.84% |
$16.5K - $16.5K
|
8.7K
$210K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
315+ 1657.89% |
$16.1K - $16.2K
|
334
$8.05K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
300+ 258.62% |
$15.4K - $15.4K
|
416
$10K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
290+ 8.49% |
$14.8K - $14.9K
|
3.71K
$89.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
277New |
$14.2K - $14.2K
|
277
$6.67K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
272+ 0.54% |
$13.9K - $14K
|
50.7K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
256+ 0.97% |
$13.1K - $13.1K
|
26.6K
$641K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
254+ 1.34% |
$13K - $13K
|
19.2K
$462K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
245New |
$12.5K - $12.6K
|
245
$5.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
238+ 2.69% |
$12.2K - $12.2K
|
9.07K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
229+ 7.57% |
$11.7K - $11.7K
|
3.26K
$78.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
205+ 2.79% |
$10.5K - $10.5K
|
7.54K
$182K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200New |
$10.2K - $10.3K
|
200
$4.82K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$10.2K - $10.3K
|
200
$4.82K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
200+ 2.22% |
$10.2K - $10.3K
|
9.19K
$221K
|