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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.44M+ 650.46% |
$73M - $73.6M
|
1.66M
$39.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1M+ 3.2% |
$56M - $56.4M
|
35.5M
$856M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
563K+ 236.09% |
$28.6M - $28.8M
|
802K
$19.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
443KNew |
$22.5M - $22.7M
|
443K
$10.7M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
404KNew |
$20.5M - $20.7M
|
404K
$9.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
396KNew |
$20.1M - $20.3M
|
396K
$9.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
395K+ 114.09% |
$20.1M - $20.2M
|
741K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324K+ 3.57% |
$16.5M - $16.6M
|
9.42M
$227M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
285KNew |
$14.5M - $14.6M
|
285K
$6.87M
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
267K+ 315.44% |
$13.6M - $13.7M
|
352K
$8.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
247K+ 503.8% |
$12.5M - $12.6M
|
296K
$7.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
181K+ 2.92% |
$9.18M - $9.25M
|
6.37M
$153M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
179KNew |
$9.09M - $9.15M
|
179K
$4.31M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
176K+ 260.88% |
$8.93M - $9M
|
243K
$5.86M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
142KNew |
$7.23M - $7.29M
|
142K
$3.43M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
138KNew |
$7.01M - $7.06M
|
138K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
134KNew |
$6.82M - $6.87M
|
134K
$3.23M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
131KNew |
$6.68M - $6.73M
|
131K
$3.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
125K+ 2009.38% |
$6.37M - $6.42M
|
132K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 5.78% |
$5.42M - $5.46M
|
1.95M
$47.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
102KNew |
$5.18M - $5.21M
|
102K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
97.6KNew |
$4.96M - $5M
|
97.6K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
96.6KNew |
$4.91M - $4.95M
|
96.6K
$2.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
94.5KNew |
$4.8M - $4.84M
|
94.5K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
94.4KNew |
$4.8M - $4.84M
|
94.4K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
86.7KNew |
$4.41M - $4.44M
|
86.7K
$2.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
78.3KNew |
$3.98M - $4.01M
|
78.3K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
74.2K+ 3.3% |
$3.77M - $3.8M
|
2.32M
$56M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64.3KNew |
$3.27M - $3.29M
|
64.3K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Reliant Wealth Planning
|
BUY
|
- |
56.5K+ 8.47% |
$2.87M - $2.89M
|
724K
$17.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55.7K+ 5.59% |
$2.83M - $2.85M
|
1.05M
$25.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52.9KNew |
$2.69M - $2.71M
|
52.9K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.7K+ 30.68% |
$2.63M - $2.65M
|
220K
$5.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
47.7K+ 665.57% |
$2.43M - $2.44M
|
54.9K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.4K+ 87.55% |
$2.36M - $2.38M
|
99.4K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
40.8K+ 42.37% |
$2.08M - $2.09M
|
137K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
39.8K+ 15426.36% |
$2.02M - $2.04M
|
40.1K
$965K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
38K+ 11.14% |
$1.93M - $1.94M
|
379K
$9.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 25.32% |
$1.93M - $1.94M
|
188K
$4.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36KNew |
$1.83M - $1.84M
|
36K
$867K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
35.3K+ 13.83% |
$1.79M - $1.81M
|
290K
$7M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
34.5KNew |
$1.75M - $1.77M
|
34.5K
$831K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
33.8KNew |
$1.72M - $1.73M
|
33.8K
$814K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
29.1KNew |
$1.48M - $1.49M
|
29.1K
$702K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 5.78% |
$1.46M - $1.47M
|
525K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28K+ 107.2% |
$1.43M - $1.44M
|
54.2K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7K+ 64.69% |
$1.41M - $1.42M
|
70.6K
$1.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
27.4K+ 3.58% |
$1.39M - $1.4M
|
792K
$19.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
27.1KNew |
$1.38M - $1.39M
|
27.1K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26.4KNew |
$1.34M - $1.35M
|
26.4K
$636K
|