Purchases and Sales Made in Q3 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 2022. 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 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.81M+ 8691.89% |
$477M - $515M
|
9.92M
$242M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.01M+ 66.95% |
$341M - $368M
|
17.5M
$427M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.76M+ 6.41% |
$232M - $250M
|
79.1M
$1.93B
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
896KNew |
$43.6M - $47.1M
|
896K
$21.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
533K+ 45.85% |
$25.9M - $28M
|
1.69M
$41.4M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
481KNew |
$23.4M - $25.3M
|
481K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
301KNew |
$14.7M - $15.8M
|
301K
$7.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
283K+ 53.87% |
$13.8M - $14.9M
|
809K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 89.79% |
$12.1M - $13.1M
|
525K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211K+ 200.85% |
$10.3M - $11.1M
|
317K
$7.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
167KNew |
$8.11M - $8.75M
|
167K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
162K+ 63.24% |
$7.89M - $8.52M
|
418K
$10.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
140K+ 437.32% |
$6.82M - $7.36M
|
172K
$4.21M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121K+ 939.13% |
$5.89M - $6.35M
|
134K
$3.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 62.12% |
$5.52M - $5.95M
|
296K
$7.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86.2K+ 56.77% |
$4.2M - $4.53M
|
238K
$5.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
82.9KNew |
$4.04M - $4.36M
|
82.9K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.3K+ 4.49% |
$4M - $4.32M
|
1.91M
$46.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
82K+ 9.96% |
$3.99M - $4.31M
|
906K
$22.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
77.8K+ 14.83% |
$3.79M - $4.09M
|
602K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76.4K+ 202.07% |
$3.72M - $4.01M
|
114K
$2.79M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
69.6K+ 35.01% |
$3.39M - $3.65M
|
268K
$6.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.9K+ 56.27% |
$2.57M - $2.78M
|
147K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.4K+ 878.94% |
$2.55M - $2.75M
|
58.3K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
51.5KNew |
$2.51M - $2.71M
|
51.5K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
51.5KNew |
$2.51M - $2.71M
|
51.5K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.6KNew |
$2.32M - $2.5M
|
47.6K
$1.16M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
47.2KNew |
$2.3M - $2.48M
|
47.2K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.6K+ 17.63% |
$2.17M - $2.34M
|
298K
$7.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
40.3KNew |
$1.96M - $2.12M
|
40.3K
$986K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38.7K+ 27248.59% |
$1.88M - $2.03M
|
38.8K
$949K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.7K+ 1148.13% |
$1.88M - $2.03M
|
42.1K
$1.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
37.6K+ 17.97% |
$1.83M - $1.98M
|
247K
$6.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.2KNew |
$1.76M - $1.9M
|
36.2K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 1.35% |
$1.69M - $1.82M
|
2.6M
$63.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34.6KNew |
$1.68M - $1.82M
|
34.6K
$846K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
32.2K+ 36.33% |
$1.57M - $1.69M
|
121K
$2.95M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.1K+ 7.13% |
$1.56M - $1.69M
|
482K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.1K+ 7.13% |
$1.56M - $1.69M
|
482K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.2KNew |
$1.47M - $1.59M
|
30.2K
$737K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
27.9K+ 164.55% |
$1.36M - $1.46M
|
44.8K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26.1K+ 42.4% |
$1.27M - $1.37M
|
87.8K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.9K+ 2.19% |
$1.16M - $1.26M
|
1.12M
$27.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.2K+ 27.9% |
$1.13M - $1.22M
|
106K
$2.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
22.6K+ 65.61% |
$1.1M - $1.19M
|
57.1K
$1.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4KNew |
$1.04M - $1.12M
|
21.4K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
21.3KNew |
$1.04M - $1.12M
|
21.3K
$521K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.9KNew |
$872K - $941K
|
17.9K
$438K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
17.7K+ 7.93% |
$861K - $929K
|
241K
$5.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
17.4KNew |
$845K - $912K
|
17.4K
$424K
|