Purchases and Sales Made in Q1 2022 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB INTERMEDIATE-TERM US TR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
19
+ 8.84%
$1K - $1.06K
234 $5.72K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

BUY
 -
19
+ 0.18%
$1K - $1.06K
10.7K $261K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
15
New
$791 - $838
15 $366
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
12
New
$633 - $670
12 $293
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
12
+ 0.67%
$633 - $670
1.82K $44.4K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
9
New
$474 - $503
9 $220
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
7
New
$369 - $391
7 $171
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
6
+ 0.1%
$316 - $335
6.02K $147K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
6
+ 85.71%
$316 - $335
13 $318
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
4
+ 4.04%
$211 - $223
103 $2.52K
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
2
+ 0.15%
$105 - $112
1.3K $31.8K
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

BUY
 -
1
+ 10.0%
$52.7 - $55.8
11 $269
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1
+ 1.18%
$52.7 - $55.8
86 $2.1K
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-2
Closed
$105 - $112
0 $0
May 13, 2022 Q1 2022
Rice Partnership, LLC

SELL
 -
-2
- 50.0%
$105 - $112
2 $48.9
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-3
- 4.48%
$158 - $168
64 $1.56K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-17
- 0.77%
$896 - $949
2.18K $53.2K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-23
- 9.13%
$1.21K - $1.28K
229 $5.59K
Apr 18, 2022 Q1 2022
Rede Wealth, LLC

SELL
 -
-26
- 0.12%
$1.37K - $1.45K
22.4K $548K
Apr 18, 2022 Q1 2022
Upper Left Wealth Management, LLC

SELL
 -
-28
- 0.36%
$1.48K - $1.56K
7.81K $191K
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-37
- 0.09%
$1.95K - $2.07K
41.4K $1.01M
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-45
Closed
$2.37K - $2.51K
0 $0
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

SELL
 -
-50
Closed
$2.64K - $2.79K
0 $0
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-62
- 29.81%
$3.27K - $3.46K
146 $3.57K
May 16, 2022 Q1 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-62
- 0.68%
$3.27K - $3.46K
8.99K $220K
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-75
- 21.74%
$3.95K - $4.19K
270 $6.6K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-84
- 0.49%
$4.43K - $4.69K
17K $414K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-89
Closed
$4.69K - $4.97K
0 $0
May 12, 2022 Q1 2022
Archer Investment Corp

SELL
 -
-96
- 3.6%
$5.06K - $5.36K
2.57K $62.8K
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

SELL
 -
-141
Closed
$7.43K - $7.87K
0 $0
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-156
- 2.09%
$8.22K - $8.71K
7.3K $178K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-157
- 1.67%
$8.28K - $8.77K
9.26K $226K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-164
Closed
$8.65K - $9.16K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-169
Closed
$8.91K - $9.44K
0 $0
May 13, 2022 Q1 2022
Asset Planning Corporation

SELL
 -
-195
- 1.52%
$10.3K - $10.9K
12.7K $310K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-195
Closed
$10.3K - $10.9K
0 $0
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-204
- 0.31%
$10.8K - $11.4K
64.8K $1.58M
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

SELL
 -
-254
- 1.25%
$13.4K - $14.2K
20.1K $490K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-275
- 23.38%
$14.5K - $15.4K
901 $22K
May 13, 2022 Q1 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-296
- 2.53%
$15.6K - $16.5K
11.4K $278K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-296
- 5.45%
$15.6K - $16.5K
5.14K $126K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

SELL
 -
-300
- 5.16%
$15.8K - $16.8K
5.51K $135K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-302
- 5.22%
$15.9K - $16.9K
5.48K $134K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-303
Closed
$16K - $16.9K
0 $0
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-353
- 6.62%
$18.6K - $19.7K
4.98K $122K
May 10, 2022 Q1 2022
Redw Wealth LLC

SELL
 -
-356
- 4.06%
$18.8K - $19.9K
8.42K $206K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-360
- 47.43%
$19K - $20.1K
399 $9.75K
May 06, 2022 Q1 2022
Courage Miller Partners, LLC

SELL
 -
-425
- 9.41%
$22.4K - $23.7K
4.09K $100K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-470
- 0.48%
$24.8K - $26.2K
96.9K $2.37M

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