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 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-40- 0.19% |
$2.05K - $2.05K
|
21.3K
$513K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-41- 40.59% |
$2.1K - $2.1K
|
60
$1.45K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 14.29% |
$2.56K - $2.57K
|
300
$7.23K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 0.04% |
$2.66K - $2.67K
|
126K
$3.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-57- 0.91% |
$2.92K - $2.92K
|
6.24K
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-57- 0.41% |
$2.92K - $2.92K
|
13.8K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-60- 0.35% |
$3.07K - $3.08K
|
17K
$410K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63- 0.95% |
$3.22K - $3.23K
|
6.55K
$158K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-64Closed |
$3.28K - $3.28K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-67- 5.43% |
$3.43K - $3.44K
|
1.17K
$28.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-70Closed |
$3.58K - $3.59K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70- 1.09% |
$3.58K - $3.59K
|
6.37K
$153K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 9.51% |
$3.89K - $3.9K
|
723
$17.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-82- 1.66% |
$4.2K - $4.21K
|
4.86K
$117K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-85- 0.52% |
$4.35K - $4.36K
|
16.4K
$395K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-90- 1.08% |
$4.61K - $4.62K
|
8.27K
$199K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-100- 0.26% |
$5.12K - $5.13K
|
38K
$916K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-110- 2.05% |
$5.63K - $5.64K
|
5.24K
$126K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-115- 0.88% |
$5.89K - $5.9K
|
12.9K
$310K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130- 2.86% |
$6.65K - $6.67K
|
4.42K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-142- 0.56% |
$7.27K - $7.28K
|
25.2K
$607K
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-144- 1.54% |
$7.37K - $7.39K
|
9.23K
$222K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-150- 1.96% |
$7.68K - $7.7K
|
7.51K
$181K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-161- 0.23% |
$8.24K - $8.26K
|
70.6K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-165- 1.25% |
$8.44K - $8.46K
|
13K
$314K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-173- 4.15% |
$8.85K - $8.87K
|
4K
$96.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 0.55% |
$9.01K - $9.03K
|
32K
$772K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-232Closed |
$11.9K - $11.9K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-233- 4.56% |
$11.9K - $12K
|
4.88K
$118K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-249Closed |
$12.7K - $12.8K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-252- 1.47% |
$12.9K - $12.9K
|
16.8K
$406K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-264- 6.72% |
$13.5K - $13.5K
|
3.66K
$88.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-272- 2.22% |
$13.9K - $14K
|
12K
$289K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
SELL
|
- |
-285- 0.09% |
$14.6K - $14.6K
|
323K
$7.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$15.4K - $15.4K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 4.34% |
$15.4K - $15.4K
|
6.61K
$159K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 4.34% |
$15.4K - $15.4K
|
6.61K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-315- 6.27% |
$16.1K - $16.2K
|
4.71K
$113K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-320- 3.75% |
$16.4K - $16.4K
|
8.22K
$198K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-362- 8.89% |
$18.5K - $18.6K
|
3.71K
$89.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-391- 2.39% |
$20K - $20.1K
|
15.9K
$384K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-400- 6.17% |
$20.5K - $20.5K
|
6.09K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400- 4.1% |
$20.5K - $20.5K
|
9.35K
$225K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-405- 5.77% |
$20.7K - $20.8K
|
6.62K
$159K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-421- 2.92% |
$21.5K - $21.6K
|
14K
$338K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-444- 5.54% |
$22.7K - $22.8K
|
7.57K
$182K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-476- 3.24% |
$24.4K - $24.4K
|
14.2K
$343K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-480- 3.07% |
$24.6K - $24.6K
|
15.2K
$366K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-501- 4.03% |
$25.6K - $25.7K
|
11.9K
$287K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-512- 0.43% |
$26.2K - $26.3K
|
118K
$2.84M
|