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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-85- 0.88% |
N/A
|
9.55K
$465K
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-94Closed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-104- 2.2% |
N/A
|
4.62K
$225K
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 71.6% |
N/A
|
48
$2.34K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-139- 1.75% |
N/A
|
7.81K
$380K
|
|
May 06, 2021
Q1 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-145- 0.91% |
N/A
|
15.7K
$765K
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-156- 1.88% |
N/A
|
8.12K
$396K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 13.97% |
N/A
|
967
$47.1K
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-164- 2.8% |
N/A
|
5.7K
$278K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-208Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-216- 1.97% |
N/A
|
10.8K
$524K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-222- 23.59% |
N/A
|
719
$35K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 2.04% |
N/A
|
10.7K
$522K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-280- 4.02% |
N/A
|
6.68K
$326K
|
|
May 10, 2021
Q1 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-313- 2.73% |
N/A
|
11.2K
$544K
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-333- 5.37% |
N/A
|
5.87K
$286K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-394- 63.04% |
N/A
|
231
$11.3K
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-468- 8.67% |
N/A
|
4.93K
$240K
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-469- 92.5% |
N/A
|
38
$1.85K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 10.67% |
N/A
|
4.19K
$204K
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-520Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-537- 82.36% |
N/A
|
115
$5.6K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-586- 2.71% |
N/A
|
21.1K
$1.03M
|
|
May 12, 2021
Q1 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-626- 9.72% |
N/A
|
5.82K
$283K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-637Closed |
N/A
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-657- 3.05% |
N/A
|
20.9K
$1.02M
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-671- 14.31% |
N/A
|
4.02K
$196K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-687- 7.22% |
N/A
|
8.83K
$430K
|
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-837- 34.32% |
N/A
|
1.6K
$78K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-939- 6.89% |
N/A
|
12.7K
$618K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-947Closed |
N/A
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.01K- 20.94% |
N/A
|
3.82K
$186K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.03K- 8.39% |
N/A
|
11.2K
$546K
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
SELL
|
- |
-1.09K- 1.39% |
N/A
|
77.4K
$3.77M
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.17K- 19.48% |
N/A
|
4.85K
$236K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.46K- 2.85% |
N/A
|
49.7K
$2.42M
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.5K- 20.44% |
N/A
|
5.84K
$284K
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.5K- 13.47% |
N/A
|
9.64K
$470K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.64K- 12.34% |
N/A
|
11.7K
$568K
|
|
May 17, 2021
Q1 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.74K- 14.34% |
N/A
|
10.4K
$505K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.86K- 52.49% |
N/A
|
1.68K
$81.8K
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-1.96K- 5.69% |
N/A
|
32.4K
$1.58M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.98K- 27.93% |
N/A
|
5.11K
$249K
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-2.03K- 25.75% |
N/A
|
5.86K
$286K
|