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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2019
Q1 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.59KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Access Financial Services, Inc.
|
SELL
|
- |
-458KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-133KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-133KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.01KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-144Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-139Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-961Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.51KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Founders Capital Management
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-202Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-5.9KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-18- 69.23% |
N/A
|
8
$199
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.9
|
|
|
Nov 14, 2017
Q3 2017
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-5.68KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Pittenger & Anderson Inc
|
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
|
Oct 16, 2017
Q3 2017
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|