Purchases and Sales Made in Q2 2022 in Schwab Intermediate Term Us Tr (SCHR)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.3K+ 7.36% |
$65.3K - $68.8K
|
19K
$462K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.17K+ 13.38% |
$58.6K - $61.8K
|
9.91K
$241K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07KNew |
$53.7K - $56.6K
|
1.07K
$26.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
838+ 5.69% |
$42K - $44.2K
|
15.6K
$378K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
788+ 8.68% |
$39.5K - $41.6K
|
9.86K
$240K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
683New |
$34.2K - $36K
|
683
$16.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
647New |
$32.4K - $34.1K
|
647
$15.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
636+ 0.41% |
$31.9K - $33.6K
|
155K
$3.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
508+ 9.21% |
$25.4K - $26.8K
|
6.02K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
496+ 4.03% |
$24.8K - $26.2K
|
12.8K
$311K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
447+ 3.34% |
$22.4K - $23.6K
|
13.8K
$336K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
428+ 792.59% |
$21.4K - $22.6K
|
482
$11.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
428+ 1.03% |
$21.4K - $22.6K
|
41.8K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
420+ 12.62% |
$21K - $22.2K
|
3.75K
$91.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
414+ 5.97% |
$20.7K - $21.9K
|
7.35K
$179K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
408+ 0.49% |
$20.4K - $21.5K
|
83.7K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
308New |
$15.4K - $16.3K
|
308
$7.48K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
281New |
$14.1K - $14.8K
|
281
$6.83K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
249New |
$12.5K - $13.1K
|
249
$6.05K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
244+ 0.44% |
$12.2K - $12.9K
|
55.7K
$1.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
221New |
$11.1K - $11.7K
|
221
$5.37K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
190+ 115.15% |
$9.52K - $10K
|
355
$8.63K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161+ 6.46% |
$8.06K - $8.5K
|
2.65K
$64.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150New |
$7.51K - $7.92K
|
150
$3.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
119+ 330.56% |
$5.96K - $6.28K
|
155
$3.77K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 3.06% |
$5.01K - $5.28K
|
3.37K
$81.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
99+ 43.23% |
$4.96K - $5.23K
|
328
$7.97K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85+ 1.98% |
$4.26K - $4.49K
|
4.37K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
85+ 283.33% |
$4.26K - $4.49K
|
115
$2.79K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84+ 1.57% |
$4.21K - $4.43K
|
5.42K
$132K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
52New |
$2.6K - $2.74K
|
52
$1.26K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
51New |
$2.55K - $2.69K
|
51
$1.24K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
44+ 22.22% |
$2.2K - $2.32K
|
242
$5.88K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 390.91% |
$2.15K - $2.27K
|
54
$1.31K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
36+ 0.34% |
$1.8K - $1.9K
|
10.7K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.33% |
$1.5K - $1.58K
|
9.17K
$223K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
30New |
$1.5K - $1.58K
|
30
$729
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 0.07% |
$1.1K - $1.16K
|
30.6K
$744K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
17+ 0.43% |
$851 - $897
|
4.01K
$97.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$651 - $686
|
3.58K
$86.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.06% |
$300 - $317
|
9.27K
$225K
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
5+ 250.0% |
$250 - $264
|
7
$170
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$200 - $211
|
4.32K
$105K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 13.04% |
$150 - $158
|
26
$632
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3+ 0.02% |
$150 - $158
|
17.8K
$432K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.05% |
$100 - $106
|
3.87K
$94K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$50.1 - $52.8
|
1
$24.3
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.27% |
$50.1 - $52.8
|
369
$8.97K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$50.1 - $52.8
|
14.7K
$356K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.02% |
$50.1 - $52.8
|
6.02K
$146K
|