Purchases and Sales Made in Q4 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-729- 12.13% |
$35.1K - $36.6K
|
5.28K
$129K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-784- 94.12% |
$37.7K - $39.4K
|
49
$1.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-807- 7.09% |
$38.8K - $40.5K
|
10.6K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-834- 13.43% |
$40.1K - $41.9K
|
5.37K
$131K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-956- 86.52% |
$46K - $48K
|
149
$3.64K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-958- 6.53% |
$46.1K - $48.1K
|
13.7K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-981- 13.17% |
$47.2K - $49.3K
|
6.47K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.05K- 46.56% |
$50.5K - $52.8K
|
1.21K
$29.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-1.07K- 74.77% |
$51.5K - $53.8K
|
361
$8.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.09K- 0.79% |
$52.3K - $54.6K
|
137K
$3.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.18K- 11.07% |
$56.6K - $59.1K
|
9.46K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.2K- 16.93% |
$57.9K - $60.5K
|
5.91K
$144K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.24K- 1.38% |
$59.9K - $62.5K
|
88.7K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.35K- 97.39% |
$64.7K - $67.6K
|
36
$879
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4K- 7.11% |
$67.4K - $70.3K
|
18.3K
$447K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.45K- 18.06% |
$69.8K - $72.8K
|
6.58K
$161K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.46K- 11.62% |
$70.3K - $73.4K
|
11.1K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.47K- 19.0% |
$70.5K - $73.6K
|
6.25K
$153K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
SELL
|
- |
-1.6K- 20.54% |
$76.8K - $80.1K
|
6.17K
$151K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.69K- 2.08% |
$81.4K - $85K
|
79.7K
$1.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.76K- 2.13% |
$84.5K - $88.2K
|
80.6K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 29.1% |
$85K - $88.7K
|
4.3K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.78K- 64.31% |
$85.8K - $89.6K
|
990
$24.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 0.77% |
$88.3K - $92.1K
|
236K
$5.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 74.62% |
$91.5K - $95.6K
|
647
$15.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.04K- 2.51% |
$98.4K - $103K
|
79.5K
$1.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.09K- 7.58% |
$100K - $105K
|
25.4K
$621K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.31K- 7.84% |
$111K - $116K
|
27.2K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.4K- 3.96% |
$115K - $121K
|
58.2K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.45K- 4.78% |
$118K - $123K
|
48.8K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.47K- 30.52% |
$119K - $124K
|
5.63K
$137K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.57K- 6.95% |
$124K - $129K
|
34.4K
$840K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.58K- 30.74% |
$124K - $130K
|
5.81K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.64K- 31.89% |
$127K - $133K
|
5.65K
$138K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.8K- 2.03% |
$135K - $141K
|
135K
$3.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.96K- 65.89% |
$142K - $148K
|
1.53K
$37.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.03K- 7.15% |
$146K - $152K
|
39.3K
$961K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.04K- 47.65% |
$146K - $153K
|
3.34K
$81.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.15K- 6.57% |
$152K - $158K
|
44.8K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.25K- 14.27% |
$156K - $163K
|
19.5K
$477K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.36K- 8.53% |
$162K - $169K
|
36K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.54K- 4.03% |
$170K - $178K
|
84.3K
$2.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.62K- 14.03% |
$174K - $182K
|
22.2K
$542K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.92K- 78.7% |
$189K - $197K
|
1.06K
$25.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.98K- 22.91% |
$191K - $200K
|
13.4K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.18K- 87.03% |
$201K - $210K
|
623
$15.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.3K- 5.18% |
$207K - $216K
|
78.6K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.68K- 15.6% |
$225K - $235K
|
25.3K
$619K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.96K- 3.49% |
$239K - $249K
|
137K
$3.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.14K- 33.72% |
$247K - $258K
|
10.1K
$247K
|