Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.6M
New
$657M - $669M
11.6M $283M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
560K
+ 4.87%
$31.7M - $32.3M
12M $294M
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
529K
New
$29.9M - $30.5M
529K $12.9M
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

BUY
 -
495K
+ 62379.45%
$28M - $28.5M
495K $12.1M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
309K
+ 7.05%
$17.5M - $17.8M
4.7M $115M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
275K
New
$15.5M - $15.8M
275K $6.7M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
225K
New
$12.7M - $12.9M
225K $5.48M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
203K
+ 333.4%
$11.5M - $11.7M
264K $6.43M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
156K
+ 1595.61%
$8.82M - $8.98M
166K $4.04M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
109K
+ 108.62%
$6.15M - $6.26M
209K $5.09M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
101K
+ 1816.53%
$5.69M - $5.8M
106K $2.59M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
90.5K
New
$5.12M - $5.21M
90.5K $2.21M
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
58.3K
+ 17.54%
$3.3M - $3.36M
391K $9.53M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
58.2K
+ 12.02%
$3.29M - $3.35M
542K $13.2M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
48.5K
+ 37.3%
$2.75M - $2.8M
179K $4.36M
Nov 12, 2021 Q3 2021
Madison Asset Management, LLC

Madison, WI
BUY
 -
46.8K
+ 5.57%
$2.65M - $2.7M
888K $21.7M
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
44.6K
+ 7.13%
$2.52M - $2.57M
670K $16.3M
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
36.7K
+ 6.02%
$2.07M - $2.11M
646K $15.7M
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
36.6K
+ 3.25%
$2.07M - $2.11M
1.16M $28.3M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
32.7K
+ 395.34%
$1.85M - $1.88M
40.9K $998K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
31.2K
+ 16.56%
$1.77M - $1.8M
220K $5.36M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
28.1K
+ 11.49%
$1.59M - $1.62M
273K $6.66M
Nov 05, 2021 Q3 2021
Seascape Capital Management

Portsmouth, NH
BUY
 -
27.3K
+ 27.33%
$1.55M - $1.57M
127K $3.11M
Nov 15, 2021 Q3 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
26.7K
New
$1.51M - $1.54M
26.7K $652K
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
26.6K
+ 81.31%
$1.5M - $1.53M
59.2K $1.44M
Oct 29, 2021 Q3 2021
Galvin, Gaustad & Stein, LLC

BUY
 -
26.3K
+ 16.4%
$1.49M - $1.52M
187K $4.56M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
24.6K
+ 32.6%
$1.39M - $1.42M
100K $2.44M
Dec 20, 2022 Q3 2021
Cambridge Associates LLC

Boston, MA
BUY
 -
24.4K
+ 63.94%
$1.38M - $1.41M
62.7K $1.53M
Nov 15, 2021 Q3 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
24.4K
New
$1.38M - $1.41M
24.4K $596K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
23.8K
+ 6.76%
$1.35M - $1.37M
376K $9.16M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
18.2K
+ 293.03%
$1.03M - $1.05M
24.4K $596K
Oct 29, 2021 Q3 2021
Opus Capital Group, LLC

BUY
 -
17.7K
New
$999K - $1.02M
17.7K $431K
Nov 12, 2021 Q3 2021
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
16.5K
+ 5.74%
$932K - $949K
303K $7.4M
Oct 14, 2021 Q3 2021
Oakwell Private Wealth Management, LLC

BUY
 -
15.2K
+ 15.12%
$862K - $878K
116K $2.83M
Oct 15, 2021 Q3 2021
Wt Wealth Management

BUY
 -
14.7K
+ 15.63%
$834K - $850K
109K $2.66M
Nov 03, 2021 Q3 2021
West Coast Financial LLC

BUY
 -
14.1K
+ 12.71%
$797K - $811K
125K $3.05M
Oct 28, 2021 Q3 2021
Marshall Financial Group LLC

BUY
 -
12.7K
+ 14.9%
$720K - $733K
98.1K $2.39M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
12K
New
$680K - $693K
12K $293K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12K
+ 16.31%
$677K - $690K
85.4K $2.08M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
11.3K
+ 187983.33%
$638K - $650K
11.3K $275K
Oct 14, 2021 Q3 2021
Rhs Financial, LLC

BUY
 -
10.8K
+ 21.44%
$614K - $625K
61.4K $1.5M
Oct 05, 2021 Q3 2021
Mc Adam, LLC

BUY
 -
10.1K
+ 6.03%
$569K - $579K
177K $4.31M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
9.4K
+ 38.03%
$532K - $541K
34.1K $832K
Oct 25, 2021 Q3 2021
Northwest Capital Management Inc

BUY
 -
9.02K
New
$510K - $520K
9.02K $220K
Oct 22, 2021 Q3 2021
Horizon Financial Services, LLC

BUY
 -
8.93K
+ 99.01%
$505K - $514K
17.9K $438K
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

BUY
 -
8.1K
New
$459K - $467K
8.1K $198K
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
8.04K
New
$455K - $463K
8.04K $196K
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
7.42K
+ 2.87%
$420K - $427K
266K $6.49M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.42K
+ 13.3%
$420K - $427K
63.2K $1.54M

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