Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$777K - $811K
|
16.1K
$402K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
11.9K+ 124.5% |
$572K - $597K
|
21.4K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.96KNew |
$238K - $249K
|
4.96K
$123K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.91K+ 9.54% |
$236K - $247K
|
56.4K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4.89KNew |
$235K - $245K
|
4.89K
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.7K+ 45.76% |
$226K - $236K
|
15K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.51KNew |
$121K - $126K
|
2.51K
$62.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 4.61% |
$67K - $69.9K
|
31.6K
$786K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.06K+ 123.66% |
$51.1K - $53.3K
|
1.92K
$47.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
583+ 14.24% |
$28.1K - $29.3K
|
4.68K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
460+ 99.78% |
$22.1K - $23.1K
|
921
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$9.62K - $10K
|
200
$4.98K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
106New |
$5.1K - $5.33K
|
106
$2.64K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.51K - $3.67K
|
73
$1.82K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
42New |
$2.02K - $2.11K
|
42
$1.05K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28New |
$1.35K - $1.41K
|
28
$697
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
13New |
$626 - $653
|
13
$324
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
21.3KNew |
$1.04M - $1.12M
|
21.3K
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.9KNew |
$872K - $941K
|
17.9K
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.38KNew |
$457K - $493K
|
9.38K
$233K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.45KNew |
$363K - $391K
|
7.45K
$185K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.19KNew |
$204K - $220K
|
4.19K
$104K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.09K+ 237.39% |
$102K - $110K
|
2.97K
$73.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$50.1K - $54.1K
|
1.03K
$25.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
924New |
$45K - $48.5K
|
924
$23K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
542+ 349.68% |
$26.4K - $28.5K
|
697
$17.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14New |
$682 - $736
|
14
$348
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.02% |
$48.7 - $52.5
|
5.85K
$146K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
85.8KNew |
$4.3M - $4.53M
|
85.8K
$2.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.4KNew |
$571K - $601K
|
11.4K
$284K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.4KNew |
$371K - $391K
|
7.4K
$184K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.1KNew |
$355K - $375K
|
7.1K
$177K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$205K - $216K
|
4.09K
$102K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$203K - $214K
|
4.06K
$101K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.2KNew |
$110K - $116K
|
2.2K
$54.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
683New |
$34.2K - $36K
|
683
$17K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
281New |
$14.1K - $14.8K
|
281
$6.99K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
51New |
$2.55K - $2.69K
|
51
$1.27K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
30New |
$1.5K - $1.58K
|
30
$747
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.05% |
$100 - $106
|
3.87K
$96.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$50.1 - $52.8
|
1
$24.9
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.27% |
$50.1 - $52.8
|
369
$9.18K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.4KNew |
$2.03M - $2.15M
|
38.4K
$957K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
15.4KNew |
$811K - $859K
|
15.4K
$383K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
44New |
$2.32K - $2.46K
|
44
$1.1K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$1.12K - $1.14K
|
20
$498
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
15New |
$837 - $852
|
15
$373
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
9New |
$502 - $511
|
9
$224
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2New |
$113 - $115
|
2
$49.8
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
60.8KNew |
$3.43M - $3.48M
|
60.8K
$1.51M
|
|