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 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.59K+ 26368.0% |
$335K - $338K
|
6.62K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
6.59K+ 1.41% |
$335K - $337K
|
473K
$11.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$330K - $333K
|
6.5K
$157K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.41K+ 10.68% |
$326K - $328K
|
66.4K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.27K+ 2.21% |
$318K - $321K
|
289K
$6.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
6.24KNew |
$317K - $320K
|
6.24K
$150K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
6.22KNew |
$316K - $318K
|
6.22K
$150K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
5.92K+ 43.49% |
$301K - $303K
|
19.5K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.84KNew |
$297K - $299K
|
5.84K
$141K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.77KNew |
$293K - $296K
|
5.77K
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.65K+ 0.74% |
$287K - $289K
|
768K
$18.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
5.54K+ 5.0% |
$282K - $284K
|
116K
$2.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.46K+ 2.69% |
$278K - $280K
|
208K
$5.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
5.37K+ 1.19% |
$273K - $275K
|
456K
$11M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.12K+ 48.05% |
$260K - $262K
|
15.8K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.91KNew |
$249K - $251K
|
4.91K
$118K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
4.89KNew |
$248K - $250K
|
4.89K
$118K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
4.83KNew |
$246K - $248K
|
4.83K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.81KNew |
$245K - $247K
|
4.81K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.74KNew |
$241K - $243K
|
4.74K
$114K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.72K+ 5.52% |
$240K - $242K
|
90.3K
$2.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.38KNew |
$222K - $224K
|
4.38K
$105K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.37K+ 16.5% |
$222K - $224K
|
30.9K
$744K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
4.36KNew |
$221K - $223K
|
4.36K
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.24K+ 2.31% |
$216K - $217K
|
188K
$4.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.24KNew |
$216K - $217K
|
4.24K
$102K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.23K+ 10.3% |
$215K - $216K
|
45.2K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.2K+ 1.03% |
$214K - $215K
|
414K
$9.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.17KNew |
$212K - $213K
|
4.17K
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.11KNew |
$209K - $210K
|
4.11K
$99K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.99KNew |
$203K - $205K
|
3.99K
$96.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.97KNew |
$202K - $204K
|
3.97K
$95.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
3.65K+ 5.95% |
$185K - $187K
|
65K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.62K+ 40.53% |
$184K - $185K
|
12.5K
$302K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.61K+ 101.04% |
$183K - $185K
|
7.18K
$173K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 19.41% |
$178K - $180K
|
21.6K
$520K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
3.42K+ 2.12% |
$174K - $175K
|
165K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.34K+ 2.78% |
$170K - $171K
|
123K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
3.08KNew |
$156K - $158K
|
3.08K
$74.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3.02KNew |
$154K - $155K
|
3.02K
$72.8K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.79K+ 6.72% |
$142K - $143K
|
44.3K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.74K+ 44.88% |
$139K - $140K
|
8.85K
$213K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
2.73K+ 2.73% |
$139K - $140K
|
103K
$2.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.71KNew |
$138K - $139K
|
2.71K
$65.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.57K+ 1.51% |
$130K - $131K
|
173K
$4.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.41K+ 7.24% |
$122K - $123K
|
35.6K
$859K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.27K+ 1.68% |
$115K - $116K
|
138K
$3.32M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.21K+ 51.54% |
$112K - $113K
|
6.5K
$157K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.96KNew |
$99.7K - $100K
|
1.96K
$47.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.92K+ 3.78% |
$97.4K - $98.1K
|
52.6K
$1.27M
|