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
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-4
- 0.07%
$203 - $205
5.75K $139K
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-5
Closed
$254 - $256
0 $0
Jan 27, 2022 Q4 2021
Exchange Capital Management, Inc.

SELL
 -
-9
- 0.14%
$457 - $461
6.36K $154K
Jan 20, 2022 Q4 2021
Cra Financial Services, LLC

SELL
 -
-10
- 0.19%
$508 - $512
5.23K $126K
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-11
- 5.12%
$559 - $563
204 $4.93K
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-31
- 2.14%
$1.58K - $1.59K
1.42K $34.3K
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-32
- 0.04%
$1.63K - $1.64K
78.7K $1.9M
Feb 08, 2022 Q4 2021
Venture Visionary Partners LLC

SELL
 -
-42
- 0.14%
$2.13K - $2.15K
31K $750K
Feb 02, 2022 Q4 2021
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-50
- 0.81%
$2.54K - $2.56K
6.09K $147K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-52
- 19.05%
$2.64K - $2.66K
221 $5.34K
Feb 08, 2022 Q4 2021
Staley Capital Advisers Inc

SELL
 -
-55
- 0.22%
$2.8K - $2.82K
24.6K $594K
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-59
- 0.33%
$3K - $3.02K
17.9K $433K
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-64
Closed
$3.25K - $3.28K
0 $0
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-83
Closed
$4.22K - $4.25K
0 $0
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-100
Closed
$5.08K - $5.12K
0 $0
Jan 19, 2022 Q4 2021
Mbe Wealth Management, LLC

SELL
 -
-110
- 1.02%
$5.59K - $5.63K
10.6K $257K
Jan 19, 2022 Q4 2021
Lutz Financial Services LLC

SELL
 -
-112
- 0.88%
$5.69K - $5.74K
12.7K $307K
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-114
Closed
$5.79K - $5.84K
0 $0
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
SELL
 -
-127
Closed
$6.46K - $6.5K
0 $0
Feb 09, 2022 Q4 2021
Total Wealth Planning, LLC

SELL
 -
-132
- 1.74%
$6.71K - $6.76K
7.44K $180K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-140
- 0.73%
$7.12K - $7.17K
19K $460K
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-150
- 3.49%
$7.62K - $7.68K
4.15K $100K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

SELL
 -
-200
Closed
$10.2K - $10.2K
0 $0
Jan 27, 2022 Q4 2021
Signet Investment Advisory Group, Inc.

SELL
 -
-200
- 1.95%
$10.2K - $10.2K
10.1K $243K
Jan 27, 2022 Q4 2021
Howard Financial Services, Ltd.

SELL
 -
-229
- 1.51%
$11.6K - $11.7K
15K $361K
Feb 02, 2022 Q4 2021
Riversedge Advisors, LLC

SELL
 -
-235
- 0.52%
$11.9K - $12K
45.1K $1.09M
Feb 08, 2022 Q4 2021
Main Street Financial Solutions, LLC

SELL
 -
-265
- 1.73%
$13.5K - $13.6K
15.1K $364K
Feb 08, 2022 Q4 2021
Nvwm, LLC

SELL
 -
-277
Closed
$14.1K - $14.2K
0 $0
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-300
- 72.12%
$15.2K - $15.4K
116 $2.8K
Jan 19, 2022 Q4 2021
Juncture Wealth Strategies, LLC

SELL
 -
-308
- 0.6%
$15.7K - $15.8K
51.3K $1.24M
Feb 14, 2022 Q4 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-326
- 1.5%
$16.6K - $16.7K
21.3K $516K
Feb 01, 2022 Q4 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-333
- 29.55%
$16.9K - $17.1K
794 $19.2K
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-349
- 2.47%
$17.7K - $17.9K
13.8K $333K
Jan 31, 2022 Q4 2021
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-385
- 1.25%
$19.6K - $19.7K
30.5K $736K
Feb 11, 2022 Q4 2021
Papp L Roy & Associates

SELL
 -
-400
- 4.04%
$20.3K - $20.5K
9.51K $230K
Feb 04, 2022 Q4 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-404
- 2.92%
$20.5K - $20.7K
13.4K $325K
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-406
- 0.21%
$20.6K - $20.8K
191K $4.62M
Feb 14, 2022 Q4 2021
Angeles Investment Advisors, LLC

SELL
 -
-415
Closed
$21.1K - $21.3K
0 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-418
- 1.29%
$21.2K - $21.4K
32K $775K
Feb 08, 2022 Q4 2021
Callahan Advisors, LLC

SELL
 -
-435
- 6.3%
$22.1K - $22.3K
6.47K $156K
Feb 10, 2022 Q4 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-443
- 1.41%
$22.5K - $22.7K
31K $748K
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-475
- 36.26%
$24.1K - $24.3K
835 $20.2K
Feb 11, 2022 Q4 2021
Triumph Capital Management

SELL
 -
-485
- 4.54%
$24.7K - $24.8K
10.2K $246K
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-600
- 63.83%
$30.5K - $30.7K
340 $8.22K
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-661
- 7.29%
$33.6K - $33.8K
8.41K $203K
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

SELL
 -
-664
- 2.5%
$33.8K - $34K
25.9K $627K
Feb 14, 2022 Q4 2021
Unio Capital LLC

SELL
 -
-687
- 2.05%
$34.9K - $35.2K
32.8K $792K
Mar 11, 2022 Q4 2021
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-700
- 2.92%
$35.6K - $35.8K
23.3K $562K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-708
Closed
$36K - $36.3K
0 $0

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