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 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
739New |
N/A
|
739
$36K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
704+ 7.43% |
N/A
|
10.2K
$496K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
622+ 2.88% |
N/A
|
22.2K
$1.08M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
599+ 2.77% |
N/A
|
22.2K
$1.08M
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
BUY
|
- |
560+ 4.05% |
N/A
|
14.4K
$700K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
419+ 109.69% |
N/A
|
801
$39K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
388+ 88.79% |
N/A
|
825
$40.2K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
362+ 0.66% |
N/A
|
54.9K
$2.67M
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
324+ 5.87% |
N/A
|
5.84K
$285K
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
266+ 1.83% |
N/A
|
14.8K
$722K
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
BUY
|
- |
262+ 8.94% |
N/A
|
3.19K
$156K
|
|
May 13, 2021
Q1 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
261+ 0.2% |
N/A
|
128K
$6.24M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
237+ 5.52% |
N/A
|
4.53K
$221K
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
BUY
|
- |
182New |
N/A
|
182
$8.87K
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
151+ 1.77% |
N/A
|
8.7K
$424K
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
144+ 1.67% |
N/A
|
8.77K
$427K
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
BUY
|
- |
142+ 25.31% |
N/A
|
703
$34.2K
|
|
May 07, 2021
Q1 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
129+ 0.75% |
N/A
|
17.2K
$840K
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
115+ 6.5% |
N/A
|
1.89K
$91.8K
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
103New |
N/A
|
103
$5.02K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
92+ 1.06% |
N/A
|
8.8K
$428K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
88New |
N/A
|
88
$4.29K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86New |
N/A
|
86
$4.19K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
70New |
N/A
|
70
$3.41K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59New |
N/A
|
59
$2.87K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.83% |
N/A
|
2.62K
$128K
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
N/A
|
40
$1.95K
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
31+ 0.17% |
N/A
|
18.2K
$887K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29New |
N/A
|
29
$1.41K
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.17% |
N/A
|
11.6K
$563K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
N/A
|
19
$925
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19New |
N/A
|
19
$925
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
19New |
N/A
|
19
$925
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16+ 10.0% |
N/A
|
176
$8.57K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9New |
N/A
|
9
$438
|
|
May 14, 2021
Q1 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8+ 4.04% |
N/A
|
206
$10K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
N/A
|
2
$97.4
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
N/A
|
1
$48.7
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3- 0.02% |
N/A
|
14K
$681K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6- 1.57% |
N/A
|
375
$18.3K
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-18- 0.22% |
N/A
|
8.18K
$398K
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-21- 13.64% |
N/A
|
133
$6.48K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-42- 7.36% |
N/A
|
529
$25.8K
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-70- 1.22% |
N/A
|
5.67K
$276K
|