Purchases and Sales Made in Q3 2022 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 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
Oct 28, 2022 Q3 2022
Sym Financial Corp

BUY
 -
1.88K
+ 13.72%
$91.3K - $98.6K
15.5K $380K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.87K
+ 4.66%
$91K - $98.2K
42K $1.03M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
1.7K
+ 38.79%
$82.6K - $89.1K
6.07K $148K
Oct 31, 2022 Q3 2022
Opus Capital Group, LLC

BUY
 -
1.68K
+ 1.29%
$81.5K - $88K
132K $3.22M
Nov 14, 2022 Q3 2022
Retirement Group, LLC

BUY
 -
1.34K
+ 6.76%
$65.4K - $70.6K
21.2K $519K
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
1.11K
+ 3.41%
$54.2K - $58.5K
33.8K $826K
Oct 12, 2022 Q3 2022
Successful Portfolios LLC

BUY
 -
1.1K
+ 6.0%
$53.4K - $57.6K
19.4K $473K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
1.07K
New
$52.2K - $56.4K
1.07K $26.2K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
1.03K
New
$50.1K - $54.1K
1.03K $25.1K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.02K
New
$49.7K - $53.6K
1.02K $24.9K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
943
+ 5238.89%
$45.9K - $49.5K
961 $23.5K
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
924
New
$45K - $48.5K
924 $22.6K
Nov 01, 2022 Q3 2022
Upper Left Wealth Management, LLC

BUY
 -
905
+ 17.94%
$44.1K - $47.5K
5.95K $145K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
875
+ 16.14%
$42.6K - $46K
6.3K $154K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
858
New
$41.8K - $45.1K
858 $21K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
820
+ 15.8%
$39.9K - $43.1K
6.01K $147K
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
802
+ 3.1%
$39K - $42.1K
26.7K $652K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
577
+ 5.91%
$28.1K - $30.3K
10.3K $253K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
542
+ 349.68%
$26.4K - $28.5K
697 $17K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
480
+ 9.22%
$23.4K - $25.2K
5.69K $139K
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
458
+ 17.26%
$22.3K - $24.1K
3.11K $76K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
440
+ 0.11%
$21.4K - $23.1K
413K $10.1M
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
397
+ 88.03%
$19.3K - $20.9K
848 $20.7K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
377
+ 2.1%
$18.4K - $19.8K
18.3K $447K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
320
New
$15.6K - $16.8K
320 $7.82K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
302
+ 2013.33%
$14.7K - $15.9K
317 $7.75K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
262
+ 5.5%
$12.8K - $13.8K
5.03K $123K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
253
+ 4.2%
$12.3K - $13.3K
6.28K $153K
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
249
New
$12.1K - $13.1K
249 $6.09K
Nov 10, 2022 Q3 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
208
+ 2.26%
$10.1K - $10.9K
9.41K $230K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
145
+ 0.34%
$7.06K - $7.62K
42.2K $1.03M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
144
+ 9.04%
$7.01K - $7.57K
1.74K $42.5K
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
129
New
$6.28K - $6.78K
129 $3.15K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
124
New
$6.04K - $6.51K
124 $3.03K
Nov 14, 2022 Q3 2022
Venture Visionary Partners LLC

BUY
 -
115
+ 0.55%
$5.6K - $6.04K
20.9K $511K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
88
+ 1.46%
$4.28K - $4.62K
6.1K $149K
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
72
New
$3.5K - $3.78K
72 $1.76K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
58
New
$2.82K - $3.05K
58 $1.42K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
56
+ 2.06%
$2.73K - $2.94K
2.77K $67.8K
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
50
+ 0.55%
$2.43K - $2.63K
9.22K $225K
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
44
New
$2.14K - $2.31K
44 $1.08K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
44
+ 38.26%
$2.14K - $2.31K
159 $3.89K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
40
New
$1.95K - $2.1K
40 $978
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
39
+ 0.39%
$1.9K - $2.05K
9.95K $243K
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
36
New
$1.75K - $1.89K
36 $880
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
34
New
$1.66K - $1.79K
34 $831
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
29
+ 0.3%
$1.41K - $1.52K
9.54K $233K
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
28
+ 0.68%
$1.36K - $1.47K
4.14K $101K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
24
+ 0.18%
$1.17K - $1.26K
13.6K $333K

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