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
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
7.04K
+ 1.83%
$398K - $406K
391K $9.54M
Nov 16, 2021 Q3 2021
Triumph Capital Management

BUY
 -
6.95K
New
$393K - $400K
6.95K $170K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.68K
+ 35.54%
$378K - $385K
25.5K $622K
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

BUY
 -
6.35K
+ 1.52%
$359K - $366K
425K $10.4M
Oct 26, 2021 Q3 2021
Hendershot Investments Inc.

BUY
 -
6.34K
+ 13.3%
$358K - $365K
54K $1.32M
Oct 14, 2021 Q3 2021
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
6.27K
New
$355K - $361K
6.27K $153K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.01K
+ 17.94%
$340K - $346K
39.5K $965K
Nov 15, 2021 Q3 2021
Greenline Partners, LLC

New York, NY
BUY
 -
5.29K
+ 343.1%
$300K - $305K
6.84K $167K
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

BUY
 -
4.53K
New
$256K - $261K
4.53K $111K
Oct 19, 2021 Q3 2021
Financial Consulate, Inc

BUY
 -
3.93K
+ 2.23%
$222K - $226K
180K $4.4M
Oct 13, 2021 Q3 2021
Flc Capital Advisors

BUY
 -
3.79K
+ 26.85%
$214K - $218K
17.9K $437K
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

BUY
 -
3.72K
New
$210K - $214K
3.72K $90.8K
Nov 04, 2021 Q3 2021
Walkner Condon Financial Advisors LLC

BUY
 -
3.64K
+ 5.02%
$206K - $210K
76.2K $1.86M
Nov 15, 2021 Q3 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
3.61K
New
$204K - $208K
3.61K $88.1K
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
3.52K
New
$199K - $203K
3.52K $86.1K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
3.48K
+ 27.92%
$197K - $201K
16K $390K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3.35K
New
$190K - $193K
3.35K $81.8K
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
3.29K
+ 9.34%
$186K - $190K
38.5K $941K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
3.25K
+ 33.57%
$184K - $187K
12.9K $316K
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
3.24K
+ 7.77%
$183K - $187K
44.9K $1.1M
Oct 26, 2021 Q3 2021
Meritage Portfolio Management

BUY
 -
3.05K
+ 15.67%
$172K - $176K
22.5K $550K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.7K
+ 5.12%
$153K - $155K
55.4K $1.35M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
2.67K
New
$151K - $154K
2.67K $65.1K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
2.56K
+ 4.43%
$145K - $147K
60.3K $1.47M
Oct 15, 2021 Q3 2021
Sym Financial Corp

BUY
 -
2.52K
+ 60.78%
$143K - $145K
6.67K $163K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
2.34K
+ 2.56%
$133K - $135K
94K $2.3M
Oct 12, 2021 Q3 2021
Prairie View Partners, LLC

BUY
 -
2.28K
+ 25.77%
$129K - $131K
11.1K $271K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.2K
+ 22.86%
$124K - $127K
11.8K $289K
Nov 30, 2021 Q3 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
2.14K
+ 30.87%
$121K - $123K
9.05K $221K
Nov 15, 2021 Q3 2021
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
2.1K
+ 30.8%
$119K - $121K
8.94K $218K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
1.86K
+ 1.78%
$105K - $107K
106K $2.6M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.71K
+ 1.03%
$96.9K - $98.6K
168K $4.11M
Dec 19, 2024 Q3 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.67K
+ 3.15%
$94.4K - $96.1K
54.7K $1.34M
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

BUY
 -
1.58K
+ 10.21%
$89.6K - $91.2K
17.1K $418K
Oct 18, 2021 Q3 2021
Tran Capital Management, L.P.

BUY
 -
1.52K
+ 6.06%
$86K - $87.5K
26.6K $650K
Nov 12, 2021 Q3 2021
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.46K
+ 1.85%
$82.7K - $84.2K
80.5K $1.97M
Nov 12, 2021 Q3 2021
Hutchinson Capital Management

San Rafael, CA
BUY
 -
1.19K
+ 6.74%
$67.2K - $68.4K
18.8K $460K
Oct 20, 2021 Q3 2021
Ridgewood Investments LLC

BUY
 -
1.18K
+ 18.06%
$66.5K - $67.7K
7.68K $188K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
1.11K
+ 1.82%
$62.8K - $64K
62K $1.51M
Nov 01, 2021 Q3 2021
Ifrah Financial Services, Inc.

BUY
 -
1.04K
+ 1.85%
$58.6K - $59.6K
56.9K $1.39M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
914
+ 17.51%
$51.7K - $52.7K
6.14K $150K
Nov 04, 2021 Q3 2021
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
907
+ 8.8%
$51.3K - $52.3K
11.2K $274K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
832
New
$47.1K - $47.9K
832 $20.3K
Jul 11, 2022 Q3 2021
Range Financial Group LLC

BUY
 -
778
+ 9.82%
$44K - $44.8K
8.7K $213K
Oct 08, 2021 Q3 2021
Charles Schwab Trust CO

BUY
 -
773
+ 2.03%
$43.7K - $44.5K
38.8K $948K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
709
+ 13.88%
$40.1K - $40.9K
5.82K $142K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
685
+ 28.57%
$38.8K - $39.5K
3.08K $75.3K
Oct 12, 2021 Q3 2021
Marquette Asset Management, LLC

BUY
 -
593
+ 25.67%
$33.6K - $34.2K
2.9K $70.9K
Oct 21, 2021 Q3 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
550
New
$31.1K - $31.7K
550 $13.4K

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