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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.9K+ 5.06% |
$1.32M - $1.33M
|
539K
$13M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
24.2K+ 17.84% |
$1.23M - $1.24M
|
160K
$3.86M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
23.8K+ 9.25% |
$1.21M - $1.22M
|
280K
$6.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$1.2M - $1.21M
|
23.6K
$571K
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
22.4KNew |
$1.14M - $1.15M
|
22.4K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21.5K+ 41.47% |
$1.09M - $1.1M
|
73.4K
$1.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.3K+ 166.06% |
$1.08M - $1.09M
|
34.1K
$825K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.1K+ 7.41% |
$1.07M - $1.08M
|
306K
$7.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20.9K+ 1853.81% |
$1.06M - $1.07M
|
22K
$533K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.5KNew |
$1.04M - $1.05M
|
20.5K
$495K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.3K+ 5306.79% |
$1.03M - $1.04M
|
20.7K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
19K+ 11.34% |
$965K - $972K
|
186K
$4.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$948K - $955K
|
18.6K
$451K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$918K - $925K
|
18.1K
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17.5KNew |
$890K - $896K
|
17.5K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 8.11% |
$889K - $895K
|
233K
$5.64M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$841K - $848K
|
16.6K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
16.6K+ 9.6% |
$841K - $848K
|
189K
$4.57M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.1K+ 50.49% |
$766K - $772K
|
44.9K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$750K - $756K
|
14.8K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.3KNew |
$727K - $733K
|
14.3K
$346K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
14.2K+ 23.4% |
$723K - $728K
|
75K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 56.03% |
$700K - $705K
|
38.3K
$928K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
12.8K+ 11.52% |
$650K - $655K
|
124K
$3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.8KNew |
$649K - $654K
|
12.8K
$309K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.9K+ 15.88% |
$607K - $611K
|
87.1K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
11.7KNew |
$593K - $597K
|
11.7K
$282K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.1K+ 19.48% |
$566K - $570K
|
68.2K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6KNew |
$537K - $541K
|
10.6K
$256K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
10.3K+ 33.03% |
$525K - $528K
|
41.6K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.3K+ 35.84% |
$522K - $526K
|
38.9K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10K+ 39.83% |
$510K - $514K
|
35.2K
$852K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10KNew |
$509K - $513K
|
10K
$242K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.83K+ 2.07% |
$500K - $504K
|
485K
$11.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
9.8K+ 6.77% |
$498K - $502K
|
155K
$3.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.6KNew |
$488K - $491K
|
9.6K
$232K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
9.33K+ 638.6% |
$474K - $478K
|
10.8K
$261K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
9.31KNew |
$473K - $477K
|
9.31K
$225K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
9.19KNew |
$467K - $470K
|
9.19K
$222K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.61KNew |
$438K - $441K
|
8.61K
$208K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.44K+ 5.12% |
$429K - $432K
|
173K
$4.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
8.35KNew |
$424K - $428K
|
8.35K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.34KNew |
$424K - $427K
|
8.34K
$202K
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8.07KNew |
$410K - $413K
|
8.07K
$195K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
7.68K+ 3.56% |
$390K - $393K
|
223K
$5.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
7.62KNew |
$387K - $390K
|
7.62K
$184K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.52KNew |
$382K - $385K
|
7.52K
$182K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.32KNew |
$372K - $375K
|
7.32K
$177K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
7.09K+ 15.25% |
$360K - $363K
|
53.6K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.93KNew |
$352K - $355K
|
6.93K
$168K
|