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 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-286KClosed |
$15.1M - $16M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
44New |
$2.32K - $2.46K
|
44
$1.09K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.45KClosed |
$445K - $472K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.62KClosed |
$349K - $369K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-113KClosed |
$5.96M - $6.31M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$291K - $308K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-4.52KClosed |
$238K - $252K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-900Closed |
$47.4K - $50.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.72KClosed |
$196K - $208K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-3- 4.48% |
$158 - $168
|
64
$1.59K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-141Closed |
$7.43K - $7.87K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.97KClosed |
$209K - $222K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.85KClosed |
$97.7K - $103K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-50Closed |
$2.64K - $2.79K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-529KClosed |
$29.5M - $30.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-124Closed |
$6.92K - $7.04K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$1.12K - $1.14K
|
20
$497
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-87Closed |
$4.86K - $4.94K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$55.8 - $56.8
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-68Closed |
$3.8K - $3.86K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-387Closed |
$21.6K - $22K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$167 - $170
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400Closed |
$22.3K - $22.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.14K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
9New |
$502 - $511
|
9
$224
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
15New |
$837 - $852
|
15
$373
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-21.1KClosed |
$1.18M - $1.2M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-70Closed |
$3.91K - $3.98K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-6Closed |
$335 - $341
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.08KClosed |
$228K - $232K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-230Closed |
$12.8K - $13.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-66Closed |
$3.68K - $3.75K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-76Closed |
$4.24K - $4.32K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.61KClosed |
$201K - $205K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.46KClosed |
$366K - $372K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-278Closed |
$15.7K - $16K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-15Closed |
$849 - $864
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-48Closed |
$2.72K - $2.77K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.2KClosed |
$1.26M - $1.28M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-335Closed |
$19K - $19.3K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.74KClosed |
$268K - $273K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2New |
$113 - $115
|
2
$49.7
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-3.65KClosed |
$207K - $211K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.79% |
$56.4 - $57.2
|
57
$1.42K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26Closed |
$1.47K - $1.49K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29Closed |
$1.64K - $1.66K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12KClosed |
$63K - $63.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-546Closed |
$30.8K - $31.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-975Closed |
$55K - $55.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
498New |
$28.1K - $28.5K
|
498
$12.4K
|
|