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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.51KClosed |
$265K - $277K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.89K- 5.32% |
$283K - $296K
|
105K
$2.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.24K- 60.31% |
$300K - $313K
|
4.11K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.36K- 2.75% |
$306K - $320K
|
225K
$5.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.53K- 3.56% |
$314K - $328K
|
177K
$4.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-6.53K- 38.85% |
$314K - $328K
|
10.3K
$251K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-6.55K- 3.93% |
$315K - $329K
|
160K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-6.57K- 1.55% |
$316K - $330K
|
418K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-6.57K- 37.11% |
$316K - $330K
|
11.1K
$272K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.6K- 13.67% |
$318K - $332K
|
41.7K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.56K- 2.29% |
$364K - $380K
|
323K
$7.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.2K- 41.8% |
$395K - $412K
|
11.4K
$279K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-8.53K- 43.8% |
$411K - $429K
|
10.9K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.9K- 10.86% |
$428K - $447K
|
73K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.65K- 22.69% |
$464K - $485K
|
32.9K
$802K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 50.77% |
$488K - $509K
|
9.83K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.4K- 2.41% |
$502K - $524K
|
423K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11K- 47.12% |
$530K - $553K
|
12.4K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11.2K- 50.19% |
$541K - $565K
|
11.2K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-11.5K- 24.66% |
$552K - $576K
|
35K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-12.2K- 3.61% |
$585K - $611K
|
324K
$7.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-12.3K- 10.17% |
$591K - $617K
|
109K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.3K- 19.12% |
$592K - $618K
|
52.1K
$1.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.4K- 21.44% |
$598K - $624K
|
45.5K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-13.4K- 5.56% |
$644K - $672K
|
227K
$5.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-17.1K- 10.65% |
$821K - $857K
|
143K
$3.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-17.5K- 2.91% |
$842K - $879K
|
584K
$14.3M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-18.3KClosed |
$881K - $920K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-18.4K- 48.09% |
$884K - $923K
|
19.8K
$484K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-18.7K- 21.32% |
$902K - $942K
|
69.2K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-19.3K- 55.66% |
$927K - $968K
|
15.3K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-19.7K- 48.45% |
$948K - $989K
|
21K
$511K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-20K- 7.55% |
$965K - $1.01M
|
245K
$5.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21K- 38.15% |
$1.01M - $1.06M
|
34.1K
$832K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-21.4K- 18.61% |
$1.03M - $1.07M
|
93.5K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.4K- 36.72% |
$1.03M - $1.08M
|
36.9K
$900K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.9K- 4.35% |
$1.1M - $1.15M
|
502K
$12.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 6.8% |
$1.14M - $1.19M
|
324K
$7.9M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-26.6K- 68.88% |
$1.28M - $1.34M
|
12K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-30.9K- 6.42% |
$1.49M - $1.55M
|
451K
$11M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-31.8K- 46.01% |
$1.53M - $1.6M
|
37.4K
$911K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-32.3K- 33.79% |
$1.55M - $1.62M
|
63.2K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.2K- 11.02% |
$1.6M - $1.67M
|
268K
$6.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-38.6K- 9.23% |
$1.86M - $1.94M
|
380K
$9.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-42.2K- 2.49% |
$2.03M - $2.12M
|
1.65M
$40.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-53.4K- 67.01% |
$2.57M - $2.68M
|
26.3K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.7K- 18.71% |
$2.68M - $2.8M
|
242K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-64.2K- 2.47% |
$3.09M - $3.22M
|
2.53M
$61.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67.9K- 63.92% |
$3.27M - $3.41M
|
38.3K
$934K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-68.4K- 85.5% |
$3.29M - $3.44M
|
11.6K
$283K
|