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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-550KClosed |
$27.5M - $29M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-105KClosed |
$5.27M - $5.55M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-56.3KClosed |
$2.82M - $2.97M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29.4K- 49.87% |
$1.47M - $1.55M
|
29.6K
$718K
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-26.9KClosed |
$1.34M - $1.42M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$918K - $967K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-18.2KClosed |
$913K - $963K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-16.1KClosed |
$808K - $852K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.81KClosed |
$441K - $465K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-8.42KClosed |
$422K - $444K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-8.05KClosed |
$403K - $425K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.61K- 28.12% |
$381K - $402K
|
19.5K
$472K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-5.32KClosed |
$266K - $281K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.81KClosed |
$241K - $254K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.25KClosed |
$213K - $224K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.85KClosed |
$193K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.93KClosed |
$96.6K - $102K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 61.18% |
$84K - $88.5K
|
1.06K
$25.8K
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.3K- 99.85% |
$65.1K - $68.6K
|
2
$48.5
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-840Closed |
$42.1K - $44.3K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-399Closed |
$20K - $21.1K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-393- 4.37% |
$19.7K - $20.7K
|
8.6K
$209K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-190- 70.37% |
$9.52K - $10K
|
80
$1.94K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-145Closed |
$7.26K - $7.65K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-126Closed |
$6.31K - $6.65K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-99- 96.12% |
$4.96K - $5.23K
|
4
$97.1
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-62Closed |
$3.1K - $3.27K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-49Closed |
$2.45K - $2.59K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42Closed |
$2.1K - $2.22K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.9K - $2.01K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-37Closed |
$1.85K - $1.95K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9Closed |
$451 - $475
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$351 - $369
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-286KClosed |
$15.1M - $16M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-113KClosed |
$5.96M - $6.31M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.02KClosed |
$476K - $504K
|
0
$0
|
|
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
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$291K - $308K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.62KClosed |
$243K - $258K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-4.52KClosed |
$238K - $252K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.97KClosed |
$209K - $222K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.72KClosed |
$196K - $208K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.58KClosed |
$189K - $200K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.85KClosed |
$97.7K - $103K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.25KClosed |
$65.9K - $69.8K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-900Closed |
$47.4K - $50.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-672- 93.99% |
$35.4K - $37.5K
|
43
$1.04K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-303Closed |
$16K - $16.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-195Closed |
$10.3K - $10.9K
|
0
$0
|