Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
61M
+ 455.4%
$3.05B - $3.22B
74.3M $1.81B
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
1.99M
+ 1075.15%
$99.6M - $105M
2.17M $52.8M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
942K
+ 105.9%
$47.2M - $49.7M
1.83M $44.5M
Jul 18, 2022 Q2 2022
Cornerstone Wealth Advisors, Inc.

BUY
 -
524K
New
$26.3M - $27.7M
524K $12.7M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
464K
+ 8.67%
$23.3M - $24.5M
5.82M $141M
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
413K
New
$20.7M - $21.8M
413K $10M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
412K
+ 1073.74%
$20.6M - $21.7M
450K $10.9M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
317K
+ 329.43%
$15.9M - $16.7M
413K $10M
Jul 22, 2022 Q2 2022
Libra Wealth LLC

BUY
 -
313K
New
$15.7M - $16.5M
313K $7.6M
Aug 02, 2022 Q2 2022
Lake Street Advisors Group, LLC

BUY
 -
256K
New
$12.8M - $13.5M
256K $6.23M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
139K
+ 20.37%
$6.98M - $7.36M
824K $20M
Aug 08, 2022 Q2 2022
Hilton Capital Management, LLC

BUY
 -
127K
+ 31.94%
$6.37M - $6.71M
526K $12.8M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
90.8K
+ 56.03%
$4.55M - $4.79M
253K $6.14M
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
85.8K
New
$4.3M - $4.53M
85.8K $2.08M
Jul 27, 2022 Q2 2022
Flc Capital Advisors

BUY
 -
79.2K
+ 66.31%
$3.97M - $4.18M
199K $4.83M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
58.2K
+ 18.5%
$2.92M - $3.07M
373K $9.06M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
58.2K
+ 18.5%
$2.92M - $3.07M
373K $9.06M
Jul 11, 2022 Q2 2022
West Coast Financial LLC

BUY
 -
53.7K
+ 19.92%
$2.69M - $2.84M
323K $7.85M
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
50.5K
+ 4.55%
$2.53M - $2.67M
1.16M $28.2M
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
47.6K
+ 1149.11%
$2.38M - $2.51M
51.7K $1.26M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
43.9K
+ 172.98%
$2.2M - $2.32M
69.3K $1.68M
Aug 08, 2022 Q2 2022
Hc Advisors, LLC

BUY
 -
43.6K
+ 24.3%
$2.18M - $2.3M
223K $5.42M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
42.4K
+ 1.68%
$2.12M - $2.24M
2.56M $62.2M
Aug 03, 2022 Q2 2022
H&H Retirement Design & Management Inc

BUY
 -
39.7K
New
$1.99M - $2.09M
39.7K $964K
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
39.6K
+ 3.76%
$1.98M - $2.09M
1.09M $26.6M
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
38.6K
New
$1.93M - $2.04M
38.6K $937K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
37.3K
+ 32.57%
$1.87M - $1.97M
152K $3.69M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
32.7K
New
$1.64M - $1.73M
32.7K $795K
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
32K
New
$1.6M - $1.69M
32K $778K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
29.6K
New
$1.48M - $1.56M
29.6K $720K
Aug 03, 2022 Q2 2022
Strategic Advisors LLC

BUY
 -
29.2K
New
$1.46M - $1.54M
29.2K $709K
Jul 01, 2022 Q2 2022
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
28.7K
+ 11.58%
$1.44M - $1.52M
277K $6.73M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
26.8K
+ 112.44%
$1.34M - $1.41M
50.5K $1.23M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
22.9K
+ 154.32%
$1.15M - $1.21M
37.8K $918K
Aug 03, 2022 Q2 2022
First National Trust CO

BUY
 -
22.4K
+ 27.28%
$1.12M - $1.18M
105K $2.54M
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
21.8K
New
$1.09M - $1.15M
21.8K $529K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
21.7K
+ 35.45%
$1.09M - $1.15M
83K $2.02M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
20.2K
+ 107.12%
$1.01M - $1.07M
39.1K $949K
Aug 12, 2022 Q2 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
20.1K
New
$1.01M - $1.06M
20.1K $488K
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
18.4K
+ 3.03%
$924K - $974K
628K $15.3M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
17.9K
New
$897K - $946K
17.9K $435K
Jul 29, 2022 Q2 2022
Opus Capital Group, LLC

BUY
 -
17.3K
+ 15.38%
$869K - $916K
130K $3.16M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.6K
+ 347.94%
$830K - $875K
21.3K $519K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
15.8K
+ 18.49%
$792K - $835K
101K $2.46M
Aug 11, 2022 Q2 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
15.4K
+ 1.88%
$772K - $813K
833K $20.2M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
15K
+ 5.75%
$753K - $794K
277K $6.72M
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
14.7K
+ 283.96%
$737K - $776K
19.9K $483K
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
14.7K
+ 18.71%
$734K - $774K
93K $2.26M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
12.5K
+ 86.58%
$624K - $657K
26.8K $652K

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