Latest Institutional Transactions on Schwab Intermediate Term Us Tr (SCHR)
This table provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33New |
$1.6K - $1.68K
|
33
$799
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
46.3K+ 13.9% |
$2.25M - $2.35M
|
379K
$9.18M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
6.69KNew |
$325K - $340K
|
6.69K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.08KNew |
$198K - $207K
|
4.08K
$98.8K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
632New |
$30.7K - $32.1K
|
632
$15.3K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
120KNew |
$5.82M - $6.09M
|
120K
$2.9M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1K+ 19.57% |
$48.7K - $50.9K
|
6.13K
$148K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-293KClosed |
$14.2M - $14.9M
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
32.7K+ 23.86% |
$1.59M - $1.66M
|
170K
$4.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-19K- 74.73% |
$923K - $965K
|
6.42K
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
397New |
$19.3K - $20.2K
|
397
$9.61K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-715- 15.27% |
$34.7K - $36.3K
|
3.97K
$96K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.01KNew |
$48.8K - $51K
|
1.01K
$24.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196New |
$9.52K - $9.95K
|
196
$4.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-99- 81.15% |
$4.81K - $5.03K
|
23
$557
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-197- 0.82% |
$9.56K - $10K
|
23.9K
$577K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$243 - $254
|
4.34K
$105K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 53.85% |
$340 - $355
|
6
$145
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
252+ 5.54% |
$12.2K - $12.8K
|
4.8K
$116K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-591- 5.75% |
$28.7K - $30K
|
9.69K
$235K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-249Closed |
$12K - $12.5K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 18.16% |
$4.67K - $4.87K
|
437
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
73.2KNew |
$3.52M - $3.68M
|
73.2K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$9.62K - $10K
|
200
$4.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 4.61% |
$67K - $69.9K
|
31.6K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-35- 0.72% |
$1.68K - $1.76K
|
4.83K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
460+ 99.78% |
$22.1K - $23.1K
|
921
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
56.6KNew |
$2.72M - $2.84M
|
56.6K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4.89KNew |
$235K - $245K
|
4.89K
$118K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.96KNew |
$238K - $249K
|
4.96K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-726- 14.19% |
$34.9K - $36.5K
|
4.39K
$106K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 0.77% |
$88.3K - $92.1K
|
236K
$5.72M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28New |
$1.35K - $1.41K
|
28
$678
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.06K+ 123.66% |
$51.1K - $53.3K
|
1.92K
$46.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.51KNew |
$121K - $126K
|
2.51K
$60.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
583+ 14.24% |
$28.1K - $29.3K
|
4.68K
$113K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.91K+ 9.54% |
$236K - $247K
|
56.4K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-6.57K- 37.11% |
$316K - $330K
|
11.1K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.7K+ 45.76% |
$226K - $236K
|
15K
$362K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.51K - $3.67K
|
73
$1.77K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
106New |
$5.1K - $5.33K
|
106
$2.57K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$777K - $811K
|
16.1K
$391K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-26.6K- 68.88% |
$1.28M - $1.34M
|
12K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
11.9K+ 124.5% |
$572K - $597K
|
21.4K
$519K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-1.07K- 74.77% |
$51.5K - $53.8K
|
361
$8.74K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.92K- 78.7% |
$189K - $197K
|
1.06K
$25.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
42New |
$2.02K - $2.11K
|
42
$1.02K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
13New |
$626 - $653
|
13
$315
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.51K- 23.32% |
$122K - $132K
|
8.24K
$199K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.09K+ 237.39% |
$102K - $110K
|
2.97K
$71.8K
|
|