Purchases and Sales Made in Q4 2021 in Schwab Short Term Us Treasury (SCHO)
This table provides information about the institutional ownership of Schwab Short Term Us Treasury (SCHO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.8K- 34.72% |
$1.11M - $1.11M
|
40.9K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21.8K- 78.06% |
$1.11M - $1.11M
|
6.12K
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22K- 2.22% |
$1.12M - $1.13M
|
969K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-22.1K- 4.85% |
$1.13M - $1.13M
|
434K
$10.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-22.9K- 7.61% |
$1.17M - $1.17M
|
278K
$6.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-23.1K- 38.16% |
$1.17M - $1.18M
|
37.4K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23.3KClosed |
$1.18M - $1.19M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-24.6K- 50.42% |
$1.25M - $1.26M
|
24.2K
$585K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-26.1KClosed |
$1.32M - $1.33M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-26.4K- 43.42% |
$1.34M - $1.35M
|
34.4K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-29.3KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-31.5K- 26.85% |
$1.6M - $1.61M
|
85.8K
$2.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-33.7K- 51.64% |
$1.71M - $1.73M
|
31.6K
$762K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.1K- 6.72% |
$1.73M - $1.75M
|
473K
$11.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-35.2K- 9.05% |
$1.79M - $1.8M
|
354K
$8.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-40.1K- 10.81% |
$2.04M - $2.05M
|
331K
$7.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.6K- 28.07% |
$2.57M - $2.59M
|
130K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-69.6K- 32.96% |
$3.54M - $3.56M
|
142K
$3.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-74.5K- 51.89% |
$3.79M - $3.81M
|
69.1K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-77.7K- 34.66% |
$3.95M - $3.98M
|
147K
$3.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-80.7K- 33.68% |
$4.1M - $4.13M
|
159K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81K- 29.0% |
$4.12M - $4.15M
|
198K
$4.79M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-83.2KClosed |
$4.23M - $4.26M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87.3K- 25.01% |
$4.44M - $4.47M
|
262K
$6.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-92.6K- 34.21% |
$4.71M - $4.74M
|
178K
$4.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-97.3K- 23.95% |
$4.95M - $4.98M
|
309K
$7.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-98.9K- 48.08% |
$5.03M - $5.07M
|
107K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-102KClosed |
$5.2M - $5.24M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-105KClosed |
$5.32M - $5.36M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-116K- 24.02% |
$5.91M - $5.95M
|
368K
$8.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-116K- 44.19% |
$5.91M - $5.95M
|
147K
$3.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-127K- 52.7% |
$6.47M - $6.52M
|
114K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134K- 7.25% |
$6.81M - $6.87M
|
1.72M
$41.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-154K- 70.19% |
$7.82M - $7.88M
|
65.3K
$1.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-167K- 75.96% |
$8.51M - $8.58M
|
53K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-194K- 83.91% |
$9.88M - $9.95M
|
37.3K
$900K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-228K- 31.38% |
$11.6M - $11.7M
|
499K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-373K- 85.93% |
$19M - $19.1M
|
61.1K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-381K- 1.59% |
$19.4M - $19.5M
|
23.5M
$568M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-393K- 71.65% |
$20M - $20.1M
|
156K
$3.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-476K- 32.14% |
$24.2M - $24.4M
|
1M
$24.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-737K- 90.91% |
$37.4M - $37.7M
|
73.7K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-773K- 26.25% |
$39.3M - $39.6M
|
2.17M
$52.4M
|