Purchases and Sales Made in Q1 2021 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2021. The information is specifically focused on institutions that hold shares of SCHWAB INTERMEDIATE-TERM US TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
389KNew |
N/A
|
389K
$18.9M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
357K+ 3.16% |
N/A
|
11.6M
$565M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
317K+ 2772.71% |
N/A
|
328K
$15.9M
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
161K+ 18.31% |
N/A
|
1.04M
$50.4M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
149K+ 6.45% |
N/A
|
2.46M
$119M
|
|
Apr 06, 2021
Q1 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
144KNew |
N/A
|
144K
$6.97M
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
130K+ 44.64% |
N/A
|
420K
$20.4M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 47.57% |
N/A
|
350K
$17M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
106K+ 65.02% |
N/A
|
268K
$13M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 13.0% |
N/A
|
889K
$43.1M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
96.5KNew |
N/A
|
96.5K
$4.68M
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91.7K+ 15.13% |
N/A
|
698K
$33.9M
|
|
May 14, 2021
Q1 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
84.7KNew |
N/A
|
84.7K
$4.11M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
76.2KNew |
N/A
|
76.2K
$3.7M
|
|
Apr 26, 2021
Q1 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
61.9K+ 27.57% |
N/A
|
287K
$13.9M
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
57.6K+ 160.27% |
N/A
|
93.6K
$4.54M
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
56.1K+ 74.04% |
N/A
|
132K
$6.4M
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53K+ 58.31% |
N/A
|
144K
$6.98M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
52.2K+ 13.98% |
N/A
|
426K
$20.7M
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
44.3K+ 13.75% |
N/A
|
367K
$17.8M
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.7K+ 7.44% |
N/A
|
587K
$28.5M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4K+ 164.08% |
N/A
|
60.3K
$2.92M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$1.78M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.2K+ 26.59% |
N/A
|
144K
$6.96M
|
|
May 17, 2021
Q1 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
28.5KNew |
N/A
|
28.5K
$1.38M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25K+ 52.14% |
N/A
|
73.1K
$3.55M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
24.4K+ 11.98% |
N/A
|
228K
$11M
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.3K+ 6.12% |
N/A
|
422K
$20.5M
|
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$1.17M
|
|
May 20, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$1.12M
|
|
Apr 28, 2021
Q1 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23K+ 11.28% |
N/A
|
226K
$11M
|
|
Apr 19, 2021
Q1 2021
|
Financial Consulate, Inc
|
BUY
|
- |
22.1K+ 14.88% |
N/A
|
171K
$8.28M
|
|
May 14, 2021
Q1 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20.7K+ 66745.16% |
N/A
|
20.7K
$1.01M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 4.94% |
N/A
|
420K
$20.4M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.7K+ 256.41% |
N/A
|
27.4K
$1.33M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18K+ 49.09% |
N/A
|
54.6K
$2.65M
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.3K+ 44.24% |
N/A
|
50K
$2.43M
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
BUY
|
- |
14.9K+ 11.34% |
N/A
|
146K
$7.11M
|
|
Apr 19, 2021
Q1 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
14.1K+ 12.16% |
N/A
|
130K
$6.31M
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
13.7K+ 8.65% |
N/A
|
173K
$8.38M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$655K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 24.48% |
N/A
|
67.5K
$3.27M
|
|
May 17, 2021
Q1 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
13.2K+ 272.39% |
N/A
|
18K
$874K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4K+ 108.4% |
N/A
|
23.9K
$1.16M
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.1K+ 9.89% |
N/A
|
135K
$6.54M
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.1K+ 18.34% |
N/A
|
77.8K
$3.77M
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.3K+ 5.54% |
N/A
|
216K
$10.5M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 19.8% |
N/A
|
65.8K
$3.19M
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.86K+ 12.77% |
N/A
|
87.1K
$4.23M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.42K+ 96.2% |
N/A
|
19.2K
$933K
|