Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-132K- 49.58% |
$6.41M - $6.74M
|
135K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-108K- 13.28% |
$5.22M - $5.49M
|
704K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66.1K- 4.52% |
$3.2M - $3.37M
|
1.4M
$33.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-37.7K- 5.2% |
$1.82M - $1.92M
|
686K
$16.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-36.1K- 66.16% |
$1.75M - $1.84M
|
18.5K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.3K- 19.06% |
$1.61M - $1.7M
|
142K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-31.9K- 15.79% |
$1.54M - $1.62M
|
170K
$4.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-27K- 17.47% |
$1.31M - $1.38M
|
128K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.8K- 4.4% |
$1.2M - $1.26M
|
539K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.6K- 62.21% |
$947K - $996K
|
11.9K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.2K- 1.96% |
$832K - $875K
|
860K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-16.4K- 23.97% |
$795K - $836K
|
52.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$792K - $833K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-16.1K- 24.47% |
$778K - $819K
|
49.7K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-14.9K- 18.74% |
$722K - $760K
|
64.7K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-13.4K- 1.05% |
$650K - $684K
|
1.26M
$30.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.2K- 1.13% |
$542K - $570K
|
983K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.9K- 17.52% |
$479K - $504K
|
46.6K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.74K- 46.6% |
$423K - $445K
|
10K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.64K- 3.47% |
$418K - $440K
|
240K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 29.06% |
$297K - $312K
|
15K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.96K- 19.73% |
$240K - $252K
|
20.2K
$489K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.81K- 1.69% |
$233K - $245K
|
280K
$6.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.53K- 9.1% |
$219K - $230K
|
45.2K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.51K- 9.44% |
$218K - $230K
|
43.2K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.45K- 7.23% |
$215K - $227K
|
57.1K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.41K- 18.62% |
$213K - $224K
|
19.3K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-4.4K- 8.26% |
$213K - $224K
|
48.9K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.07K- 1.09% |
$197K - $207K
|
371K
$9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.07K- 13.35% |
$197K - $207K
|
26.4K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.02K- 25.59% |
$194K - $204K
|
11.7K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.58K- 1.04% |
$173K - $182K
|
340K
$8.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.47K- 99.48% |
$168K - $177K
|
18
$437
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.43K- 5.88% |
$166K - $175K
|
54.9K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.09K- 40.94% |
$149K - $157K
|
4.45K
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-2.85K- 1.42% |
$138K - $145K
|
198K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.43% |
$111K - $117K
|
49.6K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.27K- 34.64% |
$110K - $116K
|
4.28K
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.98K- 11.34% |
$96K - $101K
|
15.5K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.93K- 5.59% |
$93.2K - $98K
|
32.5K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 27.64% |
$89.2K - $93.9K
|
4.83K
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$24.3
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 10.09% |
$85.5K - $90K
|
15.7K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.28% |
$78.7K - $82.8K
|
69.6K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$33.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.52K- 1.66% |
$73.3K - $77.1K
|
89.5K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.5K- 4.39% |
$72.7K - $76.5K
|
32.8K
$795K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.42K- 13.49% |
$68.9K - $72.5K
|
9.13K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.38K- 7.95% |
$66.8K - $70.3K
|
16K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.35K- 24.25% |
$65.3K - $68.7K
|
4.22K
$102K
|