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 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.98K- 27.93% |
$112K - $115K
|
5.11K
$258K
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-2.03K- 25.75% |
$115K - $118K
|
5.86K
$296K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.21K- 6.61% |
$125K - $129K
|
31.2K
$1.57M
|
|
May 24, 2021
Q1 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 6.16% |
$127K - $131K
|
34.2K
$1.73M
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.34K- 87.16% |
$132K - $136K
|
345
$17.4K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.48KClosed |
$140K - $145K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.8K- 4.65% |
$158K - $163K
|
57.4K
$2.9M
|
|
May 14, 2021
Q1 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-3.45KClosed |
$195K - $201K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-3.97KClosed |
$224K - $231K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.58K- 15.21% |
$258K - $267K
|
25.5K
$1.29M
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.74K- 11.89% |
$267K - $276K
|
35.1K
$1.77M
|
|
May 10, 2021
Q1 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.5KClosed |
$366K - $378K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-7.24K- 49.9% |
$408K - $422K
|
7.27K
$367K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.33K- 13.71% |
$414K - $427K
|
46.2K
$2.33M
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.9K- 21.26% |
$446K - $460K
|
29.3K
$1.48M
|
|
Feb 22, 2022
Q1 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.02K- 48.36% |
$452K - $467K
|
8.56K
$432K
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-8.78K- 49.31% |
$495K - $511K
|
9.02K
$456K
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.82K- 9.65% |
$497K - $514K
|
82.5K
$4.17M
|
|
May 14, 2021
Q1 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-8.83K- 46.5% |
$498K - $514K
|
10.2K
$513K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.07K- 38.07% |
$511K - $528K
|
14.8K
$745K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.45K- 94.54% |
$533K - $551K
|
546
$27.6K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.57KClosed |
$540K - $557K
|
0
$0
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.98KClosed |
$563K - $581K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-10.6KClosed |
$598K - $617K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13.5K- 7.23% |
$764K - $789K
|
174K
$8.78M
|
|
May 04, 2021
Q1 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-13.6K- 45.34% |
$767K - $792K
|
16.4K
$828K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.9K- 46.1% |
$783K - $808K
|
16.2K
$819K
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-15.6K- 19.69% |
$883K - $911K
|
63.8K
$3.22M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15.7K- 77.77% |
$884K - $913K
|
4.48K
$226K
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-16.8K- 36.0% |
$947K - $978K
|
29.8K
$1.51M
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-20.7K- 21.64% |
$1.17M - $1.21M
|
75K
$3.79M
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 57.11% |
$1.28M - $1.32M
|
17K
$858K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-24.3K- 38.1% |
$1.37M - $1.42M
|
39.5K
$2M
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-25.9KClosed |
$1.46M - $1.51M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.6K- 6.93% |
$1.61M - $1.67M
|
385K
$19.4M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.6K- 29.18% |
$1.61M - $1.67M
|
69.5K
$3.51M
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-37.4KClosed |
$2.11M - $2.18M
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-38.8K- 82.17% |
$2.19M - $2.26M
|
8.42K
$425K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.1K- 87.09% |
$2.21M - $2.28M
|
5.79K
$293K
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-43.2K- 71.37% |
$2.44M - $2.52M
|
17.3K
$875K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-44.2K- 22.55% |
$2.49M - $2.58M
|
152K
$7.67M
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-44.9K- 14.43% |
$2.53M - $2.62M
|
267K
$13.5M
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-54K- 34.67% |
$3.05M - $3.15M
|
102K
$5.14M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-118KClosed |
$6.67M - $6.88M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-136K- 87.87% |
$7.67M - $7.92M
|
18.8K
$948K
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-150KClosed |
$8.49M - $8.76M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-198KClosed |
$11.2M - $11.5M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-282K- 62.79% |
$15.9M - $16.4M
|
167K
$8.44M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-722K- 49.87% |
$40.7M - $42.1M
|
726K
$36.7M
|