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 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-741- 9.71% |
$37.7K - $37.9K
|
6.89K
$166K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-742- 1.46% |
$37.7K - $38K
|
50.1K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-749- 4.08% |
$38.1K - $38.4K
|
17.6K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-803- 14.17% |
$40.8K - $41.1K
|
4.86K
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-819- 9.97% |
$41.6K - $41.9K
|
7.4K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-826- 14.43% |
$42K - $42.3K
|
4.9K
$118K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-897- 3.97% |
$45.6K - $45.9K
|
21.7K
$524K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-897- 3.97% |
$45.6K - $45.9K
|
21.7K
$524K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-907- 17.13% |
$46.1K - $46.4K
|
4.39K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-922- 12.3% |
$46.9K - $47.2K
|
6.58K
$159K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-939- 6.7% |
$47.7K - $48.1K
|
13.1K
$316K
|
|
|
Feb 16, 2022
Q4 2021
|
Menlo Advisors LLC
|
SELL
|
- |
-1K- 1.55% |
$50.8K - $51.2K
|
63.4K
$1.53M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1K- 31.6% |
$50.8K - $51.2K
|
2.17K
$52.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1K- 2.92% |
$50.8K - $51.2K
|
33.2K
$802K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1K- 16.01% |
$50.8K - $51.2K
|
5.25K
$127K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1K- 9.76% |
$50.9K - $51.3K
|
9.25K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1K- 87.04% |
$50.9K - $51.3K
|
149
$3.6K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.08K- 13.46% |
$54.6K - $55.1K
|
6.91K
$167K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 5.11% |
$57.9K - $58.4K
|
21.2K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-1.17K- 20.38% |
$59.3K - $59.8K
|
4.56K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 4.9% |
$63.2K - $63.7K
|
24.1K
$582K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 2.46% |
$66.4K - $66.9K
|
51.7K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.32K- 2.44% |
$67K - $67.5K
|
52.7K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 24.58% |
$71.6K - $72.2K
|
4.32K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 12.74% |
$72.1K - $72.7K
|
9.72K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.42KClosed |
$72.4K - $72.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.43K- 3.75% |
$72.4K - $73K
|
36.6K
$884K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 2.04% |
$73.2K - $73.8K
|
69.1K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.47K- 4.13% |
$74.5K - $75K
|
34K
$820K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.58K- 2.22% |
$80.5K - $81.1K
|
69.7K
$1.68M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.59K- 20.3% |
$80.9K - $81.5K
|
6.25K
$151K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 9.2% |
$81.5K - $82.1K
|
15.8K
$382K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.61K- 30.11% |
$81.7K - $82.3K
|
3.73K
$90.1K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.67K- 11.57% |
$84.8K - $85.4K
|
12.7K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 0.68% |
$87.7K - $88.4K
|
251K
$6.07M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 1.38% |
$88.4K - $89.1K
|
124K
$3M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 64.41% |
$96.4K - $97.1K
|
1.05K
$25.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.94K- 13.15% |
$98.4K - $99.1K
|
12.8K
$308K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.96K- 27.6% |
$99.8K - $101K
|
5.15K
$124K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.97K- 2.76% |
$100K - $101K
|
69.6K
$1.68M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.98K- 18.59% |
$101K - $101K
|
8.66K
$209K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2K- 0.59% |
$101K - $102K
|
335K
$8.08M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.02K- 3.64% |
$103K - $103K
|
53.4K
$1.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.18K- 13.36% |
$111K - $111K
|
14.1K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.22K- 17.16% |
$113K - $114K
|
10.7K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.22K- 16.4% |
$113K - $114K
|
11.3K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 28.26% |
$119K - $120K
|
5.93K
$143K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-2.47K- 9.0% |
$125K - $126K
|
24.9K
$602K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.57K- 5.02% |
$131K - $132K
|
48.6K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.58K- 5.0% |
$131K - $132K
|
49K
$1.18M
|