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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-874- 6.5% |
$42.5K - $45.9K
|
12.6K
$312K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-939- 5.29% |
$45.7K - $49.3K
|
16.8K
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-949- 1.71% |
$46.2K - $49.9K
|
54.5K
$1.35M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.07K- 49.29% |
$52.3K - $56.4K
|
1.11K
$27.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.1K- 11.14% |
$53.5K - $57.7K
|
8.77K
$217K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.11K- 2.8% |
$54K - $58.3K
|
38.6K
$957K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 21.03% |
$55.9K - $60.3K
|
4.31K
$107K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 18.03% |
$56.2K - $60.7K
|
5.25K
$130K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16K- 3.78% |
$56.3K - $60.8K
|
29.5K
$731K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.17K- 9.9% |
$56.9K - $61.4K
|
10.6K
$264K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.28K- 4.7% |
$62.1K - $67K
|
25.9K
$642K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.28K- 2.59% |
$62.5K - $67.4K
|
48.3K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 4.07% |
$76.3K - $82.4K
|
36.9K
$916K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.63K- 3.29% |
$79.4K - $85.7K
|
48K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.68K- 5.75% |
$81.7K - $88.2K
|
27.5K
$683K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-1.8K- 9.24% |
$87.8K - $94.7K
|
17.7K
$439K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.81K- 28.52% |
$88.3K - $95.3K
|
4.55K
$113K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.82K- 2.18% |
$88.4K - $95.4K
|
81.4K
$2.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.92K- 8.78% |
$93.6K - $101K
|
20K
$495K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.01K- 4.14% |
$97.8K - $106K
|
46.5K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.08K- 26.07% |
$101K - $109K
|
5.89K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.12K- 14.99% |
$103K - $111K
|
12K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.13K- 2.54% |
$104K - $112K
|
81.5K
$2.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.19K- 56.79% |
$107K - $115K
|
1.67K
$41.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.23K- 2.01% |
$109K - $117K
|
109K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.25K- 13.29% |
$110K - $118K
|
14.7K
$365K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.36K- 1.63% |
$115K - $124K
|
142K
$3.53M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.37K- 0.57% |
$115K - $125K
|
411K
$10.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 5.9% |
$120K - $130K
|
39.4K
$977K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.51K- 23.32% |
$122K - $132K
|
8.24K
$204K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.55K- 34.63% |
$124K - $134K
|
4.8K
$119K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.7K- 8.24% |
$131K - $142K
|
30K
$745K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-2.76K- 3.84% |
$134K - $145K
|
69.2K
$1.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-2.81K- 27.65% |
$137K - $148K
|
7.36K
$183K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.87K- 11.19% |
$140K - $151K
|
22.8K
$565K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.05K- 3.27% |
$148K - $160K
|
90K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.17K- 5.38% |
$154K - $167K
|
55.7K
$1.38M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.4K- 88.08% |
$165K - $179K
|
460
$11.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 96.84% |
$169K - $182K
|
113
$2.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.53K- 5.5% |
$172K - $185K
|
60.6K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.89K- 7.06% |
$189K - $204K
|
51.2K
$1.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.23K- 3.69% |
$206K - $222K
|
111K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.31K- 90.34% |
$210K - $226K
|
461
$11.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.85K- 32.06% |
$236K - $255K
|
10.3K
$255K
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5K- 3.42% |
$243K - $262K
|
141K
$3.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5K- 16.85% |
$243K - $263K
|
24.7K
$612K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-5.23K- 3.74% |
$254K - $275K
|
135K
$3.34M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.58K- 18.29% |
$271K - $293K
|
24.9K
$618K
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5.59K- 42.89% |
$272K - $294K
|
7.45K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7.71K- 8.79% |
$375K - $405K
|
80K
$1.98M
|