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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 24.73% |
$1.12K - $1.21K
|
116
$2.84K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.41% |
$876 - $946
|
4.41K
$108K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.34% |
$828 - $893
|
4.95K
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14New |
$682 - $736
|
14
$342
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
12New |
$584 - $630
|
12
$293
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$243 - $263
|
4.33K
$106K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.02% |
$48.7 - $52.5
|
5.85K
$143K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$48.7 - $52.5
|
14.7K
$358K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$48.7 - $52.5
|
13
$318
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7- 0.32% |
$341 - $368
|
2.2K
$53.7K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-8- 0.05% |
$389 - $420
|
16.8K
$411K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 1.03% |
$535 - $578
|
1.06K
$26K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-19- 0.19% |
$925 - $998
|
10.2K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-43- 3.02% |
$2.09K - $2.26K
|
1.38K
$33.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-44- 18.18% |
$2.14K - $2.31K
|
198
$4.84K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 5.77% |
$2.48K - $2.68K
|
833
$20.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-68- 11.3% |
$3.31K - $3.57K
|
534
$13.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-82- 1.3% |
$3.99K - $4.31K
|
6.21K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-114- 13.9% |
$5.55K - $5.99K
|
706
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-126- 38.65% |
$6.13K - $6.62K
|
200
$4.89K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-140- 93.33% |
$6.82K - $7.36K
|
10
$244
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-158- 44.51% |
$7.69K - $8.3K
|
197
$4.81K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-164- 2.08% |
$7.98K - $8.62K
|
7.73K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-164- 11.89% |
$7.98K - $8.62K
|
1.22K
$29.7K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-177- 2.14% |
$8.62K - $9.3K
|
8.1K
$198K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 50.0% |
$9.74K - $10.5K
|
200
$4.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-220- 4.12% |
$10.7K - $11.6K
|
5.12K
$125K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-250- 2.55% |
$12.2K - $13.1K
|
9.56K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-251- 2.64% |
$12.2K - $13.2K
|
9.27K
$227K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-253- 4.65% |
$12.3K - $13.3K
|
5.19K
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-261- 6.96% |
$12.7K - $13.7K
|
3.49K
$85.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-351- 78.17% |
$17.1K - $18.4K
|
98
$2.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-408- 3.68% |
$19.9K - $21.4K
|
10.7K
$261K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-430Closed |
$20.9K - $22.6K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-462- 95.85% |
$22.5K - $24.3K
|
20
$489
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-466- 8.86% |
$22.7K - $24.5K
|
4.79K
$117K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-473- 24.84% |
$23K - $24.9K
|
1.43K
$35K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-476- 3.44% |
$23.2K - $25K
|
13.4K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-496- 3.87% |
$24.1K - $26.1K
|
12.3K
$301K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-570- 1.02% |
$27.7K - $29.9K
|
55.1K
$1.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-573- 2.86% |
$27.9K - $30.1K
|
19.5K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-598- 0.39% |
$29.1K - $31.4K
|
152K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-609- 98.23% |
$29.6K - $32K
|
11
$269
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-659- 7.82% |
$32.1K - $34.6K
|
7.77K
$190K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-695- 3.66% |
$33.8K - $36.5K
|
18.3K
$448K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-759- 14.59% |
$36.9K - $39.9K
|
4.44K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-790- 5.43% |
$38.5K - $41.5K
|
13.8K
$336K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-869- 16.73% |
$42.3K - $45.7K
|
4.33K
$106K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-874- 6.5% |
$42.5K - $45.9K
|
12.6K
$307K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-939- 5.29% |
$45.7K - $49.3K
|
16.8K
$411K
|