Purchases and Sales Made in Q1 2022 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2022. 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, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.8M
+ 573.29%
$730M - $773M
16.3M $395M
May 12, 2022 Q1 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
1.45M
+ 160.79%
$76.4M - $80.9M
2.35M $57.1M
Apr 05, 2024 Q1 2022
Morningstar Investment Management LLC

Chicago, IL
BUY
 -
1.07M
+ 606.48%
$56.2M - $59.5M
1.24M $30.1M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
968K
+ 62.42%
$51M - $54.1M
2.52M $61.2M
May 13, 2022 Q1 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
781K
+ 285.31%
$41.1M - $43.6M
1.05M $25.6M
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
588K
+ 4.59%
$31M - $32.8M
13.4M $325M
May 13, 2022 Q1 2022
Verdad Advisers, LP

Boston, MA
BUY
 -
550K
New
$29M - $30.7M
550K $13.4M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
428K
+ 182.39%
$22.6M - $23.9M
663K $16.1M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
427K
+ 8.67%
$22.5M - $23.8M
5.35M $130M
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
426K
New
$22.5M - $23.8M
426K $10.4M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
221K
+ 47.71%
$11.7M - $12.3M
684K $16.6M
May 16, 2022 Q1 2022
Donoghue Forlines LLC

BUY
 -
131K
New
$6.89M - $7.3M
131K $3.18M
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
115K
New
$6.04M - $6.4M
115K $2.78M
Apr 25, 2022 Q1 2022
Flc Capital Advisors

BUY
 -
100K
+ 516.23%
$5.28M - $5.59M
119K $2.9M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
98.9K
+ 156.59%
$5.22M - $5.52M
162K $3.94M
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
94.2K
+ 121.93%
$4.96M - $5.26M
171K $4.16M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
85.2K
+ 17.54%
$4.49M - $4.76M
571K $13.9M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
75.5K
+ 31.56%
$3.98M - $4.21M
315K $7.64M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
72.3K
+ 18.04%
$3.81M - $4.04M
473K $11.5M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
68.1K
+ 201.82%
$3.59M - $3.8M
102K $2.47M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
68K
+ 61.15%
$3.59M - $3.8M
179K $4.36M
Apr 25, 2022 Q1 2022
Opus Capital Group, LLC

BUY
 -
65.4K
+ 138.05%
$3.45M - $3.65M
113K $2.74M
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
64.3K
+ 8.54%
$3.39M - $3.59M
818K $19.9M
Apr 21, 2022 Q1 2022
Harvest Group Wealth Management, LLC

BUY
 -
63.3K
+ 90.02%
$3.34M - $3.53M
134K $3.24M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
57.1K
+ 31.66%
$3.01M - $3.19M
237K $5.77M
Apr 05, 2022 Q1 2022
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
48.2K
+ 24.1%
$2.54M - $2.69M
248K $6.03M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
41.9K
+ 49.94%
$2.21M - $2.34M
126K $3.05M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
38.4K
New
$2.03M - $2.15M
38.4K $934K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
38.3K
New
$2.02M - $2.14M
38.3K $931K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
37.5K
New
$1.98M - $2.09M
37.5K $911K
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
37.4K
+ 250.61%
$1.97M - $2.09M
52.3K $1.27M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
37K
+ 76.06%
$1.95M - $2.06M
85.6K $2.08M
May 10, 2022 Q1 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
31.3K
+ 9.24%
$1.65M - $1.75M
370K $9M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
30.8K
+ 13.35%
$1.62M - $1.72M
262K $6.36M
Jul 28, 2023 Q1 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
26.8K
+ 52.06%
$1.41M - $1.5M
78.4K $1.9M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
26.7K
New
$1.41M - $1.49M
26.7K $648K
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
BUY
 -
25.4K
New
$1.34M - $1.42M
25.4K $617K
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
24.9K
+ 2.29%
$1.31M - $1.39M
1.11M $27M
May 06, 2022 Q1 2022
Wt Wealth Management

BUY
 -
24.3K
+ 29.09%
$1.28M - $1.36M
108K $2.62M
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
23.2K
+ 17.61%
$1.22M - $1.29M
155K $3.76M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
23.2K
+ 60.83%
$1.22M - $1.29M
61.3K $1.49M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
19.8K
+ 17.48%
$1.04M - $1.1M
133K $3.23M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
BUY
 -
18.3K
New
$966K - $1.02M
18.3K $445K
Apr 27, 2022 Q1 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
17.4K
+ 8.69%
$919K - $974K
218K $5.3M
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
16.7K
+ 17950.54%
$880K - $932K
16.8K $408K
May 06, 2022 Q1 2022
D.B. Root & Company, LLC

BUY
 -
16.7K
+ 61.33%
$880K - $932K
43.9K $1.07M
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
15.6K
+ 10404.67%
$823K - $871K
15.8K $383K
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
15.4K
New
$811K - $859K
15.4K $373K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.7K
New
$777K - $823K
14.7K $358K

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