Purchases and Sales Made in Q4 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 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
Financial Gravity Asset Management, Inc.

BUY
 -
293
+ 37.66%
$14.9K - $15K
1.07K $25.9K
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

BUY
 -
290
+ 2.08%
$14.7K - $14.9K
14.2K $344K
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
282
+ 4.45%
$14.3K - $14.4K
6.62K $160K
Jan 27, 2022 Q4 2021
Tap Consulting, LLC

BUY
 -
281
New
$14.3K - $14.4K
281 $6.79K
Jan 13, 2022 Q4 2021
Marotta Asset Management

BUY
 -
270
+ 0.08%
$13.7K - $13.8K
324K $7.82M
Jan 14, 2022 Q4 2021
Cambridge Advisors Inc.

BUY
 -
270
+ 1.55%
$13.7K - $13.8K
17.7K $428K
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
242
+ 0.13%
$12.3K - $12.4K
183K $4.41M
Feb 14, 2022 Q4 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
237
+ 18.56%
$12K - $12.1K
1.51K $36.6K
Feb 10, 2022 Q4 2021
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
218
New
$11.1K - $11.2K
218 $5.27K
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

BUY
 -
215
+ 0.68%
$10.9K - $11K
31.8K $769K
Feb 09, 2022 Q4 2021
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
200
+ 3.3%
$10.2K - $10.2K
6.26K $151K
Jan 26, 2022 Q4 2021
Avitas Wealth Management LLC

BUY
 -
182
+ 0.66%
$9.25K - $9.32K
27.8K $673K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
174
New
$8.84K - $8.91K
174 $4.21K
Feb 15, 2022 Q4 2021
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
171
New
$8.69K - $8.76K
171 $4.13K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
158
+ 1.11%
$8.03K - $8.09K
14.4K $348K
Feb 10, 2022 Q4 2021
Somerset Group LLC

Wayzata, MN
BUY
 -
142
+ 0.87%
$7.22K - $7.27K
16.5K $399K
Jan 18, 2022 Q4 2021
Ridgewood Investments LLC

BUY
 -
100
+ 1.37%
$5.08K - $5.12K
7.38K $178K
Feb 11, 2022 Q4 2021
Us Bancorp \De\

BUY
 -
84
+ 2.44%
$4.27K - $4.3K
3.52K $85.2K
Feb 01, 2022 Q4 2021
Jacobsen Capital Management

BUY
 -
82
+ 0.58%
$4.17K - $4.2K
14.2K $344K
Feb 09, 2022 Q4 2021
American National Bank

BUY
 -
80
New
$4.07K - $4.1K
80 $1.93K
Jan 06, 2022 Q4 2021
Tarbox Family Office, Inc.

BUY
 -
77
New
$3.91K - $3.94K
77 $1.86K
Feb 10, 2022 Q4 2021
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
77
New
$3.91K - $3.94K
77 $1.86K
Feb 07, 2022 Q4 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
61
+ 14.66%
$3.1K - $3.12K
477 $11.5K
Feb 11, 2022 Q4 2021
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
52
New
$2.64K - $2.66K
52 $1.26K
Jan 13, 2022 Q4 2021
Apella Capital, LLC

BUY
 -
48
+ 0.01%
$2.44K - $2.46K
670K $16.2M
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

BUY
 -
38
+ 0.41%
$1.93K - $1.95K
9.37K $226K
Jan 26, 2022 Q4 2021
Twele Capital Management, Inc.

BUY
 -
34
+ 0.12%
$1.73K - $1.74K
28.7K $694K
Jan 28, 2022 Q4 2021
Wbi Investments, Inc.

BUY
 -
23
+ 0.41%
$1.17K - $1.18K
5.58K $135K
Feb 10, 2022 Q4 2021
Towercrest Capital Management

Newtown, PA
BUY
 -
22
+ 0.1%
$1.12K - $1.13K
21.2K $512K
Jan 18, 2022 Q4 2021
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
22
+ 0.1%
$1.12K - $1.13K
21.2K $512K
Jan 12, 2022 Q4 2021
Summit Financial Wealth Advisors, LLC

BUY
 -
20
+ 0.33%
$1.02K - $1.02K
6.02K $145K
Feb 09, 2022 Q4 2021
Curi Wealth Management, LLC

BUY
 -
17
New
$864 - $871
17 $411
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

BUY
 -
16
+ 4.49%
$813 - $819
372 $8.99K
Jan 18, 2022 Q4 2021
Latitude Advisors, LLC

BUY
 -
12
+ 0.1%
$610 - $615
12K $290K
Jan 31, 2022 Q4 2021
Carmichael Hill & Associates, Inc.

BUY
 -
9
+ 0.24%
$457 - $461
3.71K $89.8K
Jan 19, 2022 Q4 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
9
+ 0.0%
$457 - $461
614K $14.8M
Feb 07, 2022 Q4 2021
Financial Consulate, Inc

BUY
 -
9
+ 0.1%
$457 - $461
8.92K $215K
Jan 26, 2022 Q4 2021
Avion Wealth

The Woodlands, TX
BUY
 -
5
New
$254 - $256
5 $121
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

BUY
 -
5
+ 0.05%
$254 - $256
9.28K $224K
Feb 23, 2022 Q4 2021
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
5
+ 0.1%
$254 - $256
5.06K $122K
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
3
+ 0.05%
$152 - $154
6.17K $149K
Jan 21, 2022 Q4 2021
Ewg Elevate Inc.

BUY
 -
3
+ 0.06%
$152 - $154
5.15K $124K
Feb 09, 2022 Q4 2021
Red Cedar Capital, LLC

BUY
 -
2
+ 0.07%
$102 - $102
2.72K $65.8K
Feb 14, 2022 Q4 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
1
+ 0.1%
$50.8 - $51.2
989 $23.9K
Jan 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

BUY
 -
1
+ 0.01%
$50.8 - $51.2
12.8K $309K
Feb 02, 2022 Q4 2021
Hengehold Capital Management LLC

BUY
 -
1
+ 0.01%
$50.8 - $51.2
8.08K $195K
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-1
- 2.44%
$50.8 - $51.2
40 $967
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-2
- 0.03%
$102 - $102
6.53K $158K
Dec 19, 2024 Q4 2021
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-3
- 0.04%
$152 - $154
7.51K $181K

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