Purchases and Sales Made in Q4 2021 in Schwab Short Term Us Treasury (SCHO)

SCHO Quotes by TradingView

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 10, 2022 Q4 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-5.18K
Closed
$264K - $265K
0 $0
Jan 19, 2022 Q4 2021
Arkfeld Wealth Strategies, L.L.C.

SELL
 -
-5.2K
- 25.69%
$264K - $266K
15K $363K
Jan 20, 2022 Q4 2021
Prairiewood Capital, LLC

SELL
 -
-5.27K
- 6.76%
$268K - $270K
72.7K $1.75M
Feb 11, 2022 Q4 2021
Coldstream Capital Management Inc

SELL
 -
-5.28K
Closed
$268K - $270K
0 $0
Feb 14, 2022 Q4 2021
Spectrum Asset Management, Inc.

SELL
 -
-5.41K
Closed
$275K - $277K
0 $0
Feb 14, 2022 Q4 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-5.52K
Closed
$281K - $283K
0 $0
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

SELL
 -
-5.69K
Closed
$289K - $291K
0 $0
Jan 27, 2022 Q4 2021
First Merchants Corp

SELL
 -
-5.7K
- 22.0%
$290K - $292K
20.2K $487K
Jan 26, 2022 Q4 2021
Aprio Wealth Management, LLC

SELL
 -
-6.05K
Closed
$308K - $310K
0 $0
Feb 11, 2022 Q4 2021
Bouchey Financial Group LTD

SELL
 -
-6.18K
- 47.45%
$314K - $317K
6.85K $165K
Feb 14, 2022 Q4 2021
Hutchinson Capital Management

San Rafael, CA
SELL
 -
-6.42K
- 12.12%
$326K - $329K
46.5K $1.12M
Jan 19, 2022 Q4 2021
Wt Wealth Management

SELL
 -
-6.49K
- 30.81%
$330K - $332K
14.6K $351K
Jan 18, 2022 Q4 2021
Procyon Advisors, LLC

SELL
 -
-6.5K
- 54.17%
$330K - $333K
5.5K $133K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-6.68K
- 7.06%
$339K - $342K
87.8K $2.12M
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-6.69K
- 48.59%
$340K - $342K
7.08K $171K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-6.76K
- 23.18%
$343K - $346K
22.4K $540K
Jan 25, 2022 Q4 2021
Anderson Hoagland & CO

SELL
 -
-6.98K
- 35.05%
$355K - $357K
12.9K $312K
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

SELL
 -
-7.07K
Closed
$359K - $362K
0 $0
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-7.46K
- 14.9%
$379K - $382K
42.6K $1.03M
Jan 20, 2022 Q4 2021
Simpli Fi, Inc.

SELL
 -
-7.54K
Closed
$383K - $386K
0 $0
Jan 12, 2022 Q4 2021
West Oak Capital, LLC

SELL
 -
-7.7K
- 3.56%
$391K - $394K
208K $5.02M
Jan 10, 2022 Q4 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-8.08K
Closed
$411K - $414K
0 $0
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-8.17K
Closed
$415K - $418K
0 $0
Jan 24, 2022 Q4 2021
Fieldpoint Private Securities, LLC

SELL
 -
-8.75K
- 86.53%
$445K - $448K
1.36K $32.8K
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-8.81K
Closed
$448K - $451K
0 $0
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-9.04K
Closed
$460K - $463K
0 $0
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-9.09K
Closed
$462K - $465K
0 $0
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-9.56K
- 33.36%
$486K - $490K
19.1K $460K
Feb 11, 2022 Q4 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-9.77K
- 36.95%
$497K - $500K
16.7K $402K
Feb 14, 2022 Q4 2021
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-9.99K
Closed
$508K - $512K
0 $0
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-10K
- 18.89%
$510K - $514K
43.1K $1.04M
Jan 31, 2022 Q4 2021
Signal Point Asset Management, LLC

SELL
 -
-10.2K
- 12.07%
$516K - $520K
73.9K $1.78M
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-10.8K
- 6.19%
$547K - $551K
163K $3.93M
Jan 31, 2022 Q4 2021
Sfmg, LLC

SELL
 -
-10.8K
- 51.17%
$549K - $553K
10.3K $248K
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

SELL
 -
-11.3K
- 41.83%
$573K - $577K
15.7K $378K
Feb 14, 2022 Q4 2021
Nelson Capital Management, LLC

SELL
 -
-11.4K
- 21.66%
$582K - $586K
41.4K $998K
Feb 11, 2022 Q4 2021
Trinity Point Wealth, LLC

SELL
 -
-12K
- 33.9%
$611K - $616K
23.5K $565K
Jan 31, 2022 Q4 2021
Relaxing Retirement Coach

SELL
 -
-12.2K
- 52.58%
$619K - $623K
11K $265K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-12.9K
- 2.94%
$656K - $661K
427K $10.3M
Jan 21, 2022 Q4 2021
Sterling Investment Management, LLC

SELL
 -
-13.2K
- 5.06%
$670K - $675K
247K $5.96M
Jan 20, 2022 Q4 2021
Bangor Savings Bank

Bangor, ME
SELL
 -
-13.3K
- 14.97%
$677K - $682K
75.6K $1.82M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-14.4K
- 4.68%
$733K - $739K
294K $7.08M
Jan 20, 2022 Q4 2021
Capital Insight Partners, LLC

SELL
 -
-15.2K
- 38.18%
$772K - $778K
24.6K $592K
Jan 04, 2022 Q4 2021
Modus Advisors, LLC

SELL
 -
-16.4K
- 11.66%
$834K - $840K
124K $3M
Feb 15, 2022 Q4 2021
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-16.6K
- 45.22%
$842K - $848K
20.1K $483K
Feb 01, 2022 Q4 2021
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-18K
- 25.94%
$915K - $922K
51.4K $1.24M
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
SELL
 -
-18.1K
- 37.17%
$921K - $928K
30.6K $738K
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-18.7K
- 10.52%
$948K - $955K
159K $3.82M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-19.9K
- 47.34%
$1.01M - $1.02M
22.1K $532K

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