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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-828Closed |
$48.2K - $48.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.52KClosed |
$205K - $207K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-225Closed |
$13.1K - $13.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7KClosed |
$622K - $629K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-552Closed |
$32.1K - $32.5K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.48KClosed |
$319K - $322K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-86Closed |
$5K - $5.06K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-680Closed |
$39.6K - $40K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-286Closed |
$16.6K - $16.8K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-61.5KClosed |
$3.58M - $3.62M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.4KClosed |
$956K - $967K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-303Closed |
$16.7K - $17.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-45KClosed |
$2.48M - $2.65M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-21Closed |
$1.16K - $1.23K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.45KClosed |
$245K - $261K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.43KClosed |
$244K - $260K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
65New |
$3.58K - $3.82K
|
65
$1.62K
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-350Closed |
$19.3K - $20.6K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.21KClosed |
$232K - $248K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-55.9KClosed |
$3.07M - $3.28M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-111KClosed |
$6.1M - $6.52M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-33Closed |
$1.82K - $1.94K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.4KClosed |
$242K - $259K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-80.4KClosed |
$4.43M - $4.73M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-21.4KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.2KClosed |
$231K - $247K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.82KClosed |
$99.9K - $102K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.74KClosed |
$369K - $378K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-108Closed |
$5.92K - $6.05K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.97KClosed |
$108K - $110K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.97KClosed |
$327K - $334K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-161Closed |
$8.82K - $9.02K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-186Closed |
$10.2K - $10.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.82KClosed |
$375K - $380K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-194Closed |
$10.7K - $10.8K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.01KClosed |
$495K - $502K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.86KClosed |
$212K - $215K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-75Closed |
$4.12K - $4.18K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.5KClosed |
$247K - $251K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39.4KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-44.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-378KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-636Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
64New |
N/A
|
64
$1.59K
|
|
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-957Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|