Purchases and Sales Made in Q2 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.44% |
$100 - $106
|
449
$10.9K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 2.74% |
$200 - $211
|
142
$3.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$351 - $369
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9Closed |
$451 - $475
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17Closed |
$851 - $897
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 1.89% |
$851 - $897
|
884
$21.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-19- 8.12% |
$952 - $1K
|
215
$5.24K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23- 0.42% |
$1.15K - $1.21K
|
5.46K
$133K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-37Closed |
$1.85K - $1.95K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.9K - $2.01K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38Closed |
$1.9K - $2.01K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-40- 4.65% |
$2K - $2.11K
|
820
$20K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42Closed |
$2.1K - $2.22K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45Closed |
$2.25K - $2.38K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 0.17% |
$2.3K - $2.43K
|
27.1K
$661K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.98% |
$2.45K - $2.59K
|
4.93K
$120K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-49Closed |
$2.45K - $2.59K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-62Closed |
$3.1K - $3.27K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-64- 3.84% |
$3.21K - $3.38K
|
1.6K
$39K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-73- 2.62% |
$3.66K - $3.85K
|
2.72K
$66.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-93- 1.19% |
$4.66K - $4.91K
|
7.71K
$188K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95- 50.53% |
$4.76K - $5.01K
|
93
$2.27K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-99- 96.12% |
$4.96K - $5.23K
|
4
$97.4
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 28.57% |
$5.01K - $5.28K
|
250
$6.09K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-101- 1.82% |
$5.06K - $5.33K
|
5.44K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-106- 0.72% |
$5.31K - $5.59K
|
14.6K
$354K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-120- 0.71% |
$6.01K - $6.33K
|
16.8K
$410K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-122- 2.7% |
$6.11K - $6.44K
|
4.39K
$107K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-126Closed |
$6.31K - $6.65K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-126- 0.92% |
$6.31K - $6.65K
|
13.6K
$332K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 29.13% |
$6.71K - $7.07K
|
326
$7.94K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-145Closed |
$7.26K - $7.65K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-148- 1.04% |
$7.41K - $7.81K
|
14.1K
$345K
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-154- 2.39% |
$7.71K - $8.13K
|
6.29K
$153K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-165Closed |
$8.26K - $8.71K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-170- 2.58% |
$8.51K - $8.97K
|
6.41K
$156K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-190- 70.37% |
$9.52K - $10K
|
80
$1.95K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-200- 31.75% |
$10K - $10.6K
|
430
$10.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-208- 8.63% |
$10.4K - $11K
|
2.2K
$53.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-223- 0.34% |
$11.2K - $11.8K
|
66K
$1.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-237- 61.24% |
$11.9K - $12.5K
|
150
$3.65K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-275- 3.31% |
$13.8K - $14.5K
|
8.03K
$196K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-331- 35.48% |
$16.6K - $17.5K
|
602
$14.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-392- 21.59% |
$19.6K - $20.7K
|
1.42K
$34.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-393- 4.37% |
$19.7K - $20.7K
|
8.6K
$210K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-399Closed |
$20K - $21.1K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-420- 52.83% |
$21K - $22.2K
|
375
$9.14K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-434- 49.04% |
$21.7K - $22.9K
|
451
$11K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-497- 7.36% |
$24.9K - $26.2K
|
6.26K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-537- 10.12% |
$26.9K - $28.3K
|
4.77K
$116K
|