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 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.55K
- 33.95%
$144K - $147K
4.96K $121K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

SELL
 -
-2.57K
- 7.79%
$145K - $148K
30.4K $742K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

SELL
 -
-2.61K
- 23.87%
$148K - $150K
8.32K $203K
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

SELL
 -
-2.62K
- 12.54%
$148K - $151K
18.3K $445K
Nov 15, 2021 Q3 2021
Rkl Wealth Management LLC

SELL
 -
-2.8K
- 3.24%
$158K - $161K
83.5K $2.04M
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-3.16K
- 4.55%
$179K - $182K
66.3K $1.62M
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-3.25K
- 1.3%
$184K - $187K
247K $6.01M
Oct 20, 2021 Q3 2021
Patriot Investment Management Inc.

SELL
 -
-3.45K
- 12.32%
$195K - $199K
24.5K $598K
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

SELL
 -
-3.47K
- 40.83%
$196K - $200K
5.02K $123K
Nov 12, 2021 Q3 2021
Mainstay Capital Management LLC

SELL
 -
-3.48K
- 31.16%
$197K - $201K
7.7K $188K
Nov 04, 2021 Q3 2021
Sterling Investment Management, LLC

SELL
 -
-3.78K
- 3.25%
$214K - $218K
112K $2.74M
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-3.79K
Closed
$214K - $218K
0 $0
Nov 10, 2021 Q3 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-4.03K
- 4.34%
$228K - $232K
88.7K $2.16M
Nov 09, 2021 Q3 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-4.14K
- 5.03%
$234K - $239K
78.2K $1.91M
Oct 19, 2021 Q3 2021
Green Square Capital Advisors LLC

SELL
 -
-4.36K
- 33.1%
$247K - $251K
8.81K $215K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-4.49K
Closed
$254K - $259K
0 $0
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-4.65K
- 17.72%
$263K - $268K
21.6K $526K
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

SELL
 -
-4.74K
Closed
$268K - $273K
0 $0
Oct 15, 2021 Q3 2021
Bangor Savings Bank

Bangor, ME
SELL
 -
-6.28K
- 4.74%
$355K - $362K
126K $3.08M
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

SELL
 -
-6.46K
Closed
$366K - $372K
0 $0
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-7.91K
- 11.85%
$447K - $456K
58.8K $1.43M
Oct 12, 2021 Q3 2021
Apella Capital, LLC

SELL
 -
-8.25K
Closed
$467K - $476K
0 $0
Oct 29, 2021 Q3 2021
Hc Advisors, LLC

SELL
 -
-8.63K
- 2.33%
$488K - $497K
362K $8.82M
Nov 12, 2021 Q3 2021
Act Two Investors LLC

Santa Cruz, CA
SELL
 -
-10.2K
Closed
$575K - $585K
0 $0
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
SELL
 -
-12.2K
- 69.73%
$690K - $703K
5.29K $129K
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-12.5K
Closed
$706K - $719K
0 $0
Nov 05, 2021 Q3 2021
First National Trust CO

SELL
 -
-17.1K
- 20.15%
$968K - $985K
67.7K $1.65M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

SELL
 -
-17.3K
Closed
$981K - $999K
0 $0
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-22.2K
Closed
$1.26M - $1.28M
0 $0
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-22.5K
- 58.16%
$1.27M - $1.29M
16.2K $394K
Nov 03, 2021 Q3 2021
Harvest Group Wealth Management, LLC

SELL
 -
-25.3K
- 14.07%
$1.43M - $1.46M
155K $3.78M
Aug 25, 2023 Q3 2021
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-25.7K
- 44.96%
$1.45M - $1.48M
31.4K $766K
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-25.7K
- 3.21%
$1.45M - $1.48M
774K $18.9M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-28.9K
- 3.25%
$1.63M - $1.66M
859K $21M
Oct 26, 2021 Q3 2021
First Merchants Corp

SELL
 -
-33.5K
- 48.26%
$1.89M - $1.93M
35.9K $876K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-39.3K
- 83.08%
$2.22M - $2.26M
7.99K $195K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-43.8K
- 6.29%
$2.48M - $2.52M
653K $15.9M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-50K
- 64.87%
$2.83M - $2.88M
27.1K $661K
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-54.4K
- 99.64%
$3.08M - $3.13M
197 $4.8K
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

SELL
 -
-60.9K
Closed
$3.44M - $3.51M
0 $0
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-87.6K
Closed
$4.96M - $5.05M
0 $0
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-97.3K
Closed
$5.51M - $5.61M
0 $0
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

SELL
 -
-132K
- 65.69%
$7.49M - $7.63M
69.2K $1.69M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-240K
- 19.12%
$13.6M - $13.8M
1.02M $24.8M
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-299K
- 68.66%
$16.9M - $17.2M
136K $3.33M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-598K
- 96.87%
$33.8M - $34.4M
19.3K $471K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.12M
- 43.17%
$63.6M - $64.7M
1.48M $36.1M

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