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
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

SELL
 -
-2.63K
- 6.19%
$134K - $135K
39.8K $958K
Oct 27, 2021 Q3 2021
Darwin Advisors, LLC

SELL
 -
-2.65K
- 27.16%
$136K - $136K
7.12K $171K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-2.69K
- 35.86%
$137K - $138K
4.8K $116K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-2.87K
Closed
$147K - $147K
0 $0
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-2.96K
- 1.93%
$151K - $152K
150K $3.61M
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-3.07K
- 10.55%
$157K - $158K
26.1K $628K
Oct 12, 2021 Q3 2021
Prairie View Partners, LLC

SELL
 -
-3.14K
- 9.13%
$161K - $161K
31.2K $753K
Oct 20, 2021 Q3 2021
Toth Financial Advisory Corp

SELL
 -
-3.32K
- 8.57%
$170K - $170K
35.4K $854K
Nov 05, 2021 Q3 2021
Seascape Capital Management

Portsmouth, NH
SELL
 -
-3.71K
- 16.81%
$190K - $190K
18.4K $442K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-3.87K
Closed
$198K - $199K
0 $0
Oct 19, 2021 Q3 2021
Financial Consulate, Inc

SELL
 -
-4.01K
- 31.04%
$205K - $206K
8.91K $215K
Oct 26, 2021 Q3 2021
Dock Street Asset Management Inc

SELL
 -
-4.18K
- 4.91%
$214K - $214K
81K $1.95M
Nov 15, 2021 Q3 2021
Johnson Financial Group, LLC

Denver, CO
SELL
 -
-4.23K
Closed
$216K - $217K
0 $0
Nov 09, 2021 Q3 2021
Williams Financial, LLC

Bennington, VT
SELL
 -
-4.26K
Closed
$218K - $219K
0 $0
Nov 15, 2021 Q3 2021
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-4.39K
Closed
$224K - $225K
0 $0
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-4.47K
- 2.69%
$229K - $229K
162K $3.9M
Oct 20, 2021 Q3 2021
Onyx Bridge Wealth Group LLC

SELL
 -
-4.49K
Closed
$230K - $230K
0 $0
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-4.62K
- 3.18%
$237K - $237K
141K $3.39M
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-4.79K
Closed
$245K - $246K
0 $0
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-5.05K
Closed
$259K - $259K
0 $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-5.09K
- 17.45%
$260K - $261K
24.1K $580K
Oct 07, 2021 Q3 2021
Investment Research & Advisory Group, Inc.

SELL
 -
-5.2K
Closed
$266K - $267K
0 $0
Nov 09, 2021 Q3 2021
American Investment Services, Inc.

SELL
 -
-5.66K
Closed
$290K - $290K
0 $0
Oct 14, 2021 Q3 2021
Stephens Group Asset Management, LLC

SELL
 -
-6.41K
- 7.03%
$328K - $329K
84.7K $2.04M
Nov 04, 2021 Q3 2021
Sterling Investment Management, LLC

SELL
 -
-6.42K
- 2.4%
$328K - $329K
260K $6.27M
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

SELL
 -
-6.43K
- 5.79%
$329K - $330K
105K $2.52M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-6.52K
- 10.93%
$333K - $334K
53.1K $1.28M
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-6.56K
- 90.97%
$336K - $336K
651 $15.7K
Oct 26, 2021 Q3 2021
First Merchants Corp

SELL
 -
-6.69K
- 20.53%
$342K - $343K
25.9K $624K
Nov 02, 2021 Q3 2021
Black Diamond Financial, LLC

SELL
 -
-7.03K
- 39.73%
$360K - $360K
10.7K $257K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-7.17K
- 35.68%
$367K - $368K
12.9K $311K
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

SELL
 -
-7.2K
- 6.31%
$369K - $369K
107K $2.58M
Nov 12, 2021 Q3 2021
Act Two Investors LLC

Santa Cruz, CA
SELL
 -
-7.59K
- 1.72%
$389K - $390K
434K $10.5M
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-7.96K
- 25.49%
$408K - $409K
23.3K $561K
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-8.07K
- 22.71%
$413K - $414K
27.5K $662K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-8.61K
- 3.47%
$441K - $442K
239K $5.77M
Oct 25, 2021 Q3 2021
Mbe Wealth Management, LLC

SELL
 -
-8.63K
- 44.52%
$442K - $443K
10.8K $259K
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

SELL
 -
-9.03K
- 1.94%
$462K - $463K
457K $11M
Nov 15, 2021 Q3 2021
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-9.24K
- 27.82%
$473K - $474K
24K $577K
Nov 12, 2021 Q3 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-9.49K
Closed
$485K - $487K
0 $0
Nov 15, 2021 Q3 2021
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-9.84K
Closed
$503K - $505K
0 $0
Oct 28, 2021 Q3 2021
Harrington Investments, Inc

SELL
 -
-11.4K
- 7.21%
$585K - $587K
147K $3.54M
Nov 09, 2021 Q3 2021
Roof Eidam & Maycock

SELL
 -
-12.4K
- 2.2%
$633K - $634K
549K $13.2M
Nov 05, 2021 Q3 2021
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-12.5K
Closed
$641K - $642K
0 $0
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-12.6K
Closed
$642K - $644K
0 $0
Nov 02, 2021 Q3 2021
Gw Henssler & Associates LTD

SELL
 -
-13.3K
Closed
$681K - $683K
0 $0
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-13.7K
Closed
$700K - $701K
0 $0
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-13.8K
- 5.47%
$707K - $708K
239K $5.75M
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-13.9K
- 36.15%
$712K - $714K
24.6K $592K

Track Institutional and Insider Activities on SCHO

Follow SCHWAB SHORT-TERM US TREASURY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHO shares.

Notify only if

Insider Trading

Get notified when an Schwab Short Term Us Treasury insider buys or sells SCHO shares.

Notify only if

News

Receive news related to SCHWAB SHORT-TERM US TREASURY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHO