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 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7KClosed |
$622K - $629K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.48KClosed |
$319K - $322K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.52KClosed |
$205K - $207K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-828Closed |
$48.2K - $48.7K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-680Closed |
$39.6K - $40K
|
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 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-286Closed |
$16.6K - $16.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-225Closed |
$13.1K - $13.2K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-86Closed |
$5K - $5.06K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-111KClosed |
$6.1M - $6.52M
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-80.4KClosed |
$4.43M - $4.73M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-55.9KClosed |
$3.07M - $3.28M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-45KClosed |
$2.48M - $2.65M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-21.4KClosed |
$1.18M - $1.26M
|
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
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.4KClosed |
$242K - $259K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.21KClosed |
$232K - $248K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.2KClosed |
$231K - $247K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-350Closed |
$19.3K - $20.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-303Closed |
$16.7K - $17.8K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-33Closed |
$1.82K - $1.94K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-21Closed |
$1.16K - $1.23K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.74KClosed |
$369K - $378K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.97KClosed |
$327K - $334K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.97KClosed |
$108K - $110K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.82KClosed |
$99.9K - $102K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-186Closed |
$10.2K - $10.4K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-161Closed |
$8.82K - $9.02K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-108Closed |
$5.92K - $6.05K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.01KClosed |
$495K - $502K
|
0
$0
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.82KClosed |
$375K - $380K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.5KClosed |
$247K - $251K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.86KClosed |
$212K - $215K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-194Closed |
$10.7K - $10.8K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-75Closed |
$4.12K - $4.18K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-378KClosed |
N/A
|
0
$0
|
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-44.7KClosed |
N/A
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39.4KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.28KClosed |
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
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67KClosed |
N/A
|
0
$0
|
|
Apr 18, 2019
Q1 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.59KClosed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-957Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-27Closed |
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
|