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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-34Closed |
$1.92K - $1.96K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-40Closed |
$2.26K - $2.3K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-44- 0.02% |
$2.49K - $2.54K
|
245K
$5.98M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-48Closed |
$2.72K - $2.77K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-48Closed |
$2.72K - $2.77K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-51- 3.77% |
$2.89K - $2.94K
|
1.3K
$31.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-55- 0.4% |
$3.11K - $3.17K
|
13.8K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-56Closed |
$3.17K - $3.23K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 56.82% |
$5.66K - $5.76K
|
76
$1.85K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-120- 16.22% |
$6.79K - $6.91K
|
620
$15.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-154- 1.0% |
$8.71K - $8.87K
|
15.3K
$373K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-155- 1.97% |
$8.77K - $8.93K
|
7.71K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-165- 2.82% |
$9.34K - $9.51K
|
5.68K
$138K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-236- 4.54% |
$13.4K - $13.6K
|
4.96K
$121K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 29.81% |
$14.2K - $14.5K
|
591
$14.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-278- 5.35% |
$15.7K - $16K
|
4.92K
$120K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-278Closed |
$15.7K - $16K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-320- 20.38% |
$18.1K - $18.4K
|
1.25K
$30.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-335Closed |
$19K - $19.3K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-368- 4.29% |
$20.8K - $21.2K
|
8.22K
$200K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-384- 3.68% |
$21.7K - $22.1K
|
10K
$245K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-420- 35.0% |
$23.8K - $24.2K
|
780
$19K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-424- 1.91% |
$24K - $24.4K
|
21.8K
$531K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-445- 1.99% |
$25.2K - $25.6K
|
21.9K
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-486- 4.67% |
$27.5K - $28K
|
9.91K
$242K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-575- 8.26% |
$32.5K - $33.1K
|
6.39K
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-598- 9.43% |
$33.8K - $34.5K
|
5.75K
$140K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-638- 3.37% |
$36.1K - $36.8K
|
18.3K
$447K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-638- 7.05% |
$36.1K - $36.8K
|
8.41K
$205K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-697- 63.36% |
$39.4K - $40.2K
|
403
$9.83K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-712- 2.25% |
$40.3K - $41K
|
31K
$756K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-751- 25.24% |
$42.5K - $43.3K
|
2.22K
$54.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-901- 8.07% |
$51K - $51.9K
|
10.3K
$250K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-920- 98.29% |
$52.1K - $53K
|
16
$390
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-984- 16.75% |
$55.7K - $56.7K
|
4.89K
$119K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-997- 26.33% |
$56.4K - $57.4K
|
2.79K
$68K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1K- 19.38% |
$56.6K - $57.7K
|
4.16K
$102K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.01K- 2.35% |
$57.2K - $58.3K
|
42.1K
$1.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.03KClosed |
$58.2K - $59.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 16.85% |
$62.2K - $63.4K
|
5.43K
$132K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.18K- 5.73% |
$66.5K - $67.8K
|
19.4K
$472K
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.2K- 18.13% |
$67.7K - $68.9K
|
5.4K
$132K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.22K- 4.16% |
$69K - $70.2K
|
28.1K
$684K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 14.66% |
$91.9K - $93.6K
|
9.45K
$230K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.67K- 21.84% |
$94.2K - $95.9K
|
5.96K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.83K- 25.48% |
$103K - $105K
|
5.35K
$130K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 51.58% |
$108K - $110K
|
1.79K
$43.6K
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.19K- 1.56% |
$124K - $126K
|
138K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.23K- 4.46% |
$126K - $129K
|
47.8K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.38K- 30.71% |
$135K - $137K
|
5.37K
$131K
|