Purchases and Sales Made in Q3 2021 in Schwab Intermediate Term Us Tr (SCHR)
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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
547+ 50.6% |
$31K - $31.5K
|
1.63K
$39.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
494+ 7.39% |
$28K - $28.5K
|
7.18K
$175K
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
447+ 3.6% |
$25.3K - $25.8K
|
12.9K
$314K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
435New |
$24.6K - $25.1K
|
435
$10.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
419+ 2.29% |
$23.7K - $24.1K
|
18.7K
$456K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
379+ 0.68% |
$21.4K - $21.8K
|
55.8K
$1.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
326+ 2.25% |
$18.4K - $18.8K
|
14.8K
$361K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
312+ 8.17% |
$17.7K - $18K
|
4.13K
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
291+ 0.23% |
$16.5K - $16.8K
|
128K
$3.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
283+ 0.2% |
$16K - $16.3K
|
140K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
241+ 1.74% |
$13.6K - $13.9K
|
14.1K
$345K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
225+ 1.08% |
$12.7K - $13K
|
21.1K
$515K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
208+ 5.17% |
$11.8K - $12K
|
4.23K
$103K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
206+ 5.5% |
$11.7K - $11.9K
|
3.95K
$96.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
198+ 3.52% |
$11.2K - $11.4K
|
5.82K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
187+ 8.29% |
$10.6K - $10.8K
|
2.44K
$59.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
184+ 0.67% |
$10.4K - $10.6K
|
27.8K
$677K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
169New |
$9.56K - $9.74K
|
169
$4.12K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
152+ 0.6% |
$8.6K - $8.76K
|
25.4K
$620K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
144+ 0.28% |
$8.15K - $8.3K
|
52K
$1.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
110+ 0.96% |
$6.22K - $6.34K
|
11.6K
$283K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
89+ 1.8% |
$5.04K - $5.13K
|
5.02K
$122K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
87New |
$4.92K - $5.01K
|
87
$2.12K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
70New |
$3.96K - $4.03K
|
70
$1.71K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
68New |
$3.85K - $3.92K
|
68
$1.66K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
52+ 1.26% |
$2.94K - $3K
|
4.18K
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
51New |
$2.89K - $2.94K
|
51
$1.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
46New |
$2.6K - $2.65K
|
46
$1.12K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
36+ 4.24% |
$2.04K - $2.07K
|
885
$21.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 2.9% |
$1.58K - $1.61K
|
995
$24.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.23% |
$1.53K - $1.56K
|
11.6K
$283K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 0.13% |
$1.02K - $1.04K
|
14.4K
$351K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 0.42% |
$905 - $922
|
3.87K
$94.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13+ 1.52% |
$736 - $749
|
866
$21.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
10+ 0.23% |
$566 - $576
|
4.43K
$108K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.62% |
$566 - $576
|
1.61K
$39.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
8+ 0.16% |
$453 - $461
|
4.88K
$119K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
6+ 0.07% |
$340 - $346
|
8.71K
$212K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
6New |
$340 - $346
|
6
$146
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.02% |
$283 - $288
|
29.6K
$721K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3New |
$170 - $173
|
3
$73.2
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$56.6 - $57.6
|
1
$24.4
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 1.16% |
$56.6 - $57.6
|
85
$2.07K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$113 - $115
|
464
$11.3K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3- 11.54% |
$170 - $173
|
23
$561
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 7.0% |
$396 - $403
|
93
$2.27K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 50.0% |
$396 - $403
|
7
$171
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11- 10.58% |
$622 - $634
|
93
$2.27K
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-15Closed |
$849 - $864
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-27- 81.82% |
$1.53K - $1.56K
|
6
$146
|