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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
177+ 0.34% |
$9.06K - $9.08K
|
52.9K
$1.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
175+ 13.61% |
$8.96K - $8.98K
|
1.46K
$35.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
161+ 15.72% |
$8.24K - $8.26K
|
1.19K
$28.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
155+ 2.78% |
$7.93K - $7.95K
|
5.73K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
144+ 0.39% |
$7.37K - $7.39K
|
37.3K
$898K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141+ 3.39% |
$7.22K - $7.23K
|
4.3K
$104K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
127New |
$6.5K - $6.52K
|
127
$3.06K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
124+ 0.11% |
$6.35K - $6.36K
|
111K
$2.67M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
119+ 0.21% |
$6.09K - $6.1K
|
57.1K
$1.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
118+ 1.48% |
$6.04K - $6.05K
|
8.08K
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
114New |
$5.83K - $5.85K
|
114
$2.75K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110+ 3.18% |
$5.63K - $5.64K
|
3.57K
$86.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
107+ 12.15% |
$5.48K - $5.49K
|
988
$23.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
100New |
$5.12K - $5.13K
|
100
$2.41K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
93+ 0.13% |
$4.76K - $4.77K
|
71.3K
$1.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
83New |
$4.25K - $4.26K
|
83
$2K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48New |
$2.46K - $2.46K
|
48
$1.16K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.53% |
$2.2K - $2.21K
|
8.17K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 12.66% |
$2.05K - $2.05K
|
356
$8.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$1.07K - $1.08K
|
21
$506
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
15+ 0.24% |
$768 - $770
|
6.14K
$148K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
10+ 0.08% |
$512 - $513
|
12.8K
$308K
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9+ 0.04% |
$461 - $462
|
20.3K
$488K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6+ 0.02% |
$307 - $308
|
25.4K
$611K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
6+ 0.22% |
$307 - $308
|
2.72K
$65.5K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.08% |
$307 - $308
|
7.08K
$171K
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$307 - $308
|
6.9K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5New |
$256 - $257
|
5
$120
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4+ 0.08% |
$205 - $205
|
5.05K
$122K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
4+ 0.08% |
$205 - $205
|
5.15K
$124K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.16% |
$51.2 - $51.3
|
614
$14.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 2.5% |
$51.2 - $51.3
|
41
$988
|
|
|
Apr 04, 2024
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$102 - $103
|
475K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$102 - $103
|
475K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.38% |
$154 - $154
|
778
$18.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$358 - $359
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.18% |
$563 - $564
|
6K
$144K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13- 4.55% |
$665 - $667
|
273
$6.58K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.02K - $1.03K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 0.74% |
$1.13K - $1.13K
|
2.95K
$70.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-23- 0.25% |
$1.18K - $1.18K
|
9.09K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.8% |
$1.28K - $1.28K
|
3.09K
$74.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28- 1.89% |
$1.43K - $1.44K
|
1.45K
$35K
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$1.43K - $1.44K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-32- 0.1% |
$1.64K - $1.64K
|
32.1K
$772K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 37.36% |
$1.74K - $1.74K
|
57
$1.37K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-38- 0.71% |
$1.94K - $1.95K
|
5.3K
$128K
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-39Closed |
$2K - $2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-40Closed |
$2.05K - $2.05K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 11.24% |
$2.05K - $2.05K
|
316
$7.61K
|