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 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-660
- 4.18%
$33.1K - $34.8K
15.1K $367K
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-679
- 6.87%
$34K - $35.8K
9.2K $224K
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-806
Closed
$40.4K - $42.5K
0 $0
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-832
Closed
$41.7K - $43.9K
0 $0
Jul 22, 2022 Q2 2022
Horizon Financial Services, LLC

SELL
 -
-835
- 5.84%
$41.8K - $44.1K
13.5K $327K
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-840
Closed
$42.1K - $44.3K
0 $0
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-857
- 3.2%
$42.9K - $45.2K
25.9K $629K
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-867
- 15.39%
$43.4K - $45.8K
4.77K $116K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-880
Closed
$44.1K - $46.4K
0 $0
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-969
- 18.85%
$48.5K - $51.1K
4.17K $101K
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

SELL
 -
-994
- 13.47%
$49.8K - $52.5K
6.38K $155K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-1.07K
Closed
$53.7K - $56.6K
0 $0
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

SELL
 -
-1.2K
- 0.82%
$60.1K - $63.3K
145K $3.52M
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-1.27K
- 6.94%
$63.4K - $66.8K
17K $412K
Aug 12, 2022 Q2 2022
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-1.3K
- 99.85%
$65.1K - $68.6K
2 $48.6
Aug 15, 2022 Q2 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1.53K
- 52.6%
$76.6K - $80.8K
1.38K $33.5K
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-1.58K
- 16.53%
$79K - $83.3K
7.97K $194K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.68K
- 61.18%
$84K - $88.5K
1.06K $25.9K
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

SELL
 -
-1.7K
- 6.23%
$85.3K - $89.9K
25.6K $623K
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

SELL
 -
-1.75K
- 83.6%
$87.8K - $92.5K
344 $8.36K
Jul 22, 2022 Q2 2022
Successful Portfolios LLC

SELL
 -
-1.8K
- 8.96%
$90K - $94.9K
18.3K $444K
Aug 12, 2022 Q2 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-1.86K
- 16.34%
$93.1K - $98.2K
9.52K $231K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.93K
Closed
$96.6K - $102K
0 $0
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-2.13K
Closed
$107K - $112K
0 $0
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.26K
- 61.51%
$113K - $119K
1.41K $34.3K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-2.33K
- 59.4%
$117K - $123K
1.59K $38.7K
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

SELL
 -
-2.36K
- 6.29%
$118K - $124K
35.1K $853K
Jul 21, 2022 Q2 2022
Rede Wealth, LLC

SELL
 -
-2.37K
- 10.55%
$118K - $125K
20.1K $487K
Aug 08, 2022 Q2 2022
Sfmg, LLC

SELL
 -
-2.42K
- 37.03%
$121K - $128K
4.11K $100K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.47K
- 4.29%
$124K - $130K
55.1K $1.34M
Jul 08, 2022 Q2 2022
Upper Left Wealth Management, LLC

SELL
 -
-2.77K
- 35.44%
$139K - $146K
5.05K $123K
Jul 19, 2022 Q2 2022
Financial Consulate, Inc

SELL
 -
-2.8K
- 1.79%
$140K - $148K
154K $3.73M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

SELL
 -
-2.93K
- 26.14%
$147K - $155K
8.27K $201K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

SELL
 -
-3.1K
- 20.78%
$155K - $163K
11.8K $287K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-3.1K
- 42.48%
$155K - $164K
4.2K $102K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-3.11K
- 4.8%
$155K - $164K
61.6K $1.5M
Aug 09, 2022 Q2 2022
Insight 2811, Inc.

Chicago, IL
SELL
 -
-3.16K
- 37.17%
$158K - $167K
5.34K $130K
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-3.34K
- 4.82%
$167K - $176K
65.9K $1.6M
Jul 13, 2022 Q2 2022
Diligent Investors, LLC

SELL
 -
-3.74K
- 4.3%
$187K - $197K
83.2K $2.02M
Jul 27, 2022 Q2 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-3.77K
- 22.42%
$189K - $199K
13K $317K
Aug 05, 2022 Q2 2022
Mainstay Capital Management LLC

SELL
 -
-3.85K
Closed
$193K - $203K
0 $0
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-3.96K
- 3.44%
$198K - $209K
111K $2.7M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-3.96K
Closed
$198K - $209K
0 $0
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-4.12K
- 0.87%
$206K - $217K
469K $11.4M
Aug 04, 2022 Q2 2022
Concord Wealth Partners

SELL
 -
-4.14K
- 4.51%
$207K - $218K
87.7K $2.13M
Jul 27, 2022 Q2 2022
Asset Planning Corporation

SELL
 -
-4.25K
- 33.51%
$213K - $224K
8.43K $205K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-4.25K
Closed
$213K - $224K
0 $0
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-4.81K
Closed
$241K - $254K
0 $0
Aug 04, 2022 Q2 2022
Independent Advisor Alliance

SELL
 -
-5.32K
Closed
$266K - $281K
0 $0

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