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
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.65K- 6.78% |
$135K - $136K
|
36.4K
$879K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.7K- 17.39% |
$137K - $138K
|
12.8K
$310K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.7K- 22.11% |
$137K - $138K
|
9.53K
$230K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 9.62% |
$138K - $139K
|
25.5K
$616K
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.76K- 7.03% |
$140K - $141K
|
36.5K
$880K
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-2.77K- 1.88% |
$141K - $142K
|
144K
$3.48M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.79K- 2.37% |
$142K - $143K
|
115K
$2.78M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.81K- 2.13% |
$143K - $144K
|
129K
$3.11M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.83K- 1.42% |
$144K - $145K
|
196K
$4.74M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.87K- 77.23% |
$146K - $147K
|
845
$20.4K
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.95K- 25.27% |
$150K - $151K
|
8.71K
$210K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.95K- 8.97% |
$150K - $151K
|
30K
$723K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.06K- 5.3% |
$156K - $157K
|
54.6K
$1.32M
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
SELL
|
- |
-3.11K- 23.78% |
$158K - $159K
|
9.97K
$241K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.27K- 34.92% |
$166K - $167K
|
6.09K
$147K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.31K- 7.07% |
$168K - $169K
|
43.5K
$1.05M
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.32K- 19.51% |
$169K - $170K
|
13.7K
$331K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.38K- 20.99% |
$172K - $173K
|
12.7K
$307K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.42K- 12.65% |
$174K - $175K
|
23.6K
$569K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-3.54K- 49.95% |
$180K - $181K
|
3.54K
$85.5K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 16.3% |
$181K - $183K
|
18.3K
$442K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 35.12% |
$182K - $183K
|
6.61K
$159K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 3.4% |
$185K - $186K
|
103K
$2.49M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.65K- 52.91% |
$185K - $187K
|
3.25K
$78.3K
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.65K- 7.27% |
$185K - $187K
|
46.5K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.65K- 5.14% |
$185K - $187K
|
67.4K
$1.63M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.68K- 1.54% |
$187K - $188K
|
235K
$5.67M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.75K- 23.12% |
$190K - $192K
|
12.5K
$301K
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.84K- 9.4% |
$195K - $196K
|
37K
$892K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-3.92KClosed |
$199K - $201K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.93KClosed |
$200K - $201K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.03KClosed |
$205K - $206K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-4.13K- 29.2% |
$210K - $211K
|
10K
$242K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4.18K- 12.2% |
$213K - $214K
|
30.1K
$727K
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4.2KClosed |
$213K - $215K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4.39KClosed |
$223K - $225K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.4K- 13.12% |
$224K - $225K
|
29.1K
$703K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.42K- 16.07% |
$224K - $226K
|
23.1K
$557K
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.42KClosed |
$225K - $226K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-4.58KClosed |
$233K - $235K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-4.71KClosed |
$239K - $241K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 31.41% |
$242K - $244K
|
10.4K
$251K
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.77KClosed |
$243K - $244K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.78K- 16.17% |
$243K - $245K
|
24.8K
$598K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.8KClosed |
$244K - $246K
|
0
$0
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.88KClosed |
$248K - $250K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.97KClosed |
$253K - $255K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.02K- 3.1% |
$255K - $257K
|
157K
$3.78M
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-5.02K- 2.44% |
$255K - $257K
|
201K
$4.84M
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.08KClosed |
$258K - $260K
|
0
$0
|