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
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.83K+ 56.05% |
$92.8K - $93.5K
|
5.08K
$123K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.73K+ 1.15% |
$87.8K - $88.5K
|
152K
$3.66M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.69K+ 14.09% |
$85.8K - $86.4K
|
13.7K
$330K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.57K+ 12.29% |
$79.6K - $80.2K
|
14.3K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.55KNew |
$78.8K - $79.4K
|
1.55K
$37.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 17.31% |
$76.5K - $77.1K
|
10.2K
$246K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.46K+ 2.29% |
$74.3K - $74.9K
|
65.2K
$1.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.44KNew |
$73.3K - $73.8K
|
1.44K
$34.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.38K+ 37.58% |
$70K - $70.5K
|
5.04K
$122K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.35K+ 9.55% |
$68.6K - $69.1K
|
15.5K
$373K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 16.32% |
$67.4K - $67.9K
|
9.45K
$228K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 27.4% |
$63.8K - $64.3K
|
5.84K
$141K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.2K+ 10.96% |
$60.8K - $61.2K
|
12.1K
$292K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.18K+ 7.32% |
$59.9K - $60.4K
|
17.3K
$418K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.37% |
$53.4K - $53.8K
|
20.6K
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.04K+ 4.87% |
$52.8K - $53.2K
|
22.3K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 3.13% |
$51K - $51.4K
|
33K
$797K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1K+ 5.27% |
$50.8K - $51.2K
|
20K
$482K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
967New |
$49.2K - $49.5K
|
967
$23.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
909New |
$46.2K - $46.5K
|
909
$21.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
826+ 7.75% |
$42K - $42.3K
|
11.5K
$277K
|
|
|
Jan 18, 2022
Q4 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
823+ 0.1% |
$41.8K - $42.1K
|
809K
$19.5M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
817New |
$41.5K - $41.8K
|
817
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
810+ 30.5% |
$41.2K - $41.5K
|
3.47K
$83.7K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
801+ 2.1% |
$40.7K - $41K
|
39K
$942K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
787+ 5.86% |
$40K - $40.3K
|
14.2K
$343K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
786+ 9.03% |
$40K - $40.3K
|
9.49K
$229K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
777+ 0.63% |
$39.5K - $39.8K
|
125K
$3.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
749+ 24.23% |
$38.1K - $38.4K
|
3.84K
$92.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
721+ 5.34% |
$36.6K - $36.9K
|
14.2K
$343K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
680+ 58.42% |
$34.6K - $34.8K
|
1.84K
$44.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
663New |
$33.7K - $34K
|
663
$16K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
649+ 3090.48% |
$33K - $33.2K
|
670
$16.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
612New |
$31.1K - $31.3K
|
612
$14.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
609New |
$31K - $31.2K
|
609
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
607+ 1.89% |
$30.9K - $31.1K
|
32.7K
$788K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
577+ 0.09% |
$29.3K - $29.5K
|
621K
$15M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
577+ 1.55% |
$29.3K - $29.5K
|
37.8K
$914K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
561+ 3.52% |
$28.5K - $28.7K
|
16.5K
$398K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
560+ 9.98% |
$28.5K - $28.7K
|
6.17K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
560+ 6.06% |
$28.5K - $28.7K
|
9.79K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
551+ 2.09% |
$28K - $28.2K
|
26.9K
$649K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
470+ 2.79% |
$23.9K - $24.1K
|
17.3K
$418K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
454+ 9.45% |
$23.1K - $23.2K
|
5.26K
$127K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
434+ 3.95% |
$22.1K - $22.2K
|
11.4K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
407+ 0.24% |
$20.7K - $20.8K
|
167K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
405+ 6.12% |
$20.6K - $20.7K
|
7.02K
$170K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 1.84% |
$18.1K - $18.3K
|
19.8K
$477K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
340+ 3.7% |
$17.3K - $17.4K
|
9.53K
$230K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
294New |
$14.9K - $15.1K
|
294
$7.1K
|