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 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-5.35K
Closed
$268K - $282K
0 $0
Jul 29, 2022 Q2 2022
West Hill Financial Advisors, Inc.

SELL
 -
-5.7K
- 1.34%
$285K - $301K
421K $10.2M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-5.77K
- 5.14%
$289K - $305K
107K $2.58M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

SELL
 -
-6.27K
- 4.72%
$314K - $331K
127K $3.07M
Jul 28, 2022 Q2 2022
National Bank Of Canada

SELL
 -
-6.3K
- 11.28%
$316K - $333K
49.6K $1.2M
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-6.32K
- 51.92%
$316K - $333K
5.85K $142K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-6.79K
- 18.11%
$340K - $358K
30.7K $745K
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-7.61K
- 28.12%
$381K - $402K
19.5K $472K
Aug 02, 2022 Q2 2022
Journey Advisory Group, LLC

SELL
 -
-7.79K
- 17.12%
$390K - $411K
37.7K $914K
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

SELL
 -
-7.8K
- 4.55%
$391K - $412K
164K $3.97M
Jul 29, 2022 Q2 2022
Redw Wealth LLC

SELL
 -
-8.42K
Closed
$422K - $444K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-8.48K
- 8.75%
$424K - $447K
88.4K $2.14M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-8.5K
- 8.29%
$426K - $449K
94K $2.28M
Jul 22, 2022 Q2 2022
Galvin, Gaustad & Stein, LLC

SELL
 -
-8.54K
- 3.92%
$428K - $451K
209K $5.08M
Aug 09, 2022 Q2 2022
Seascape Capital Management

Portsmouth, NH
SELL
 -
-8.64K
- 5.58%
$433K - $456K
146K $3.54M
Jul 20, 2022 Q2 2022
Green Square Capital Advisors LLC

SELL
 -
-8.81K
Closed
$441K - $465K
0 $0
Jul 26, 2022 Q2 2022
First Merchants Corp

SELL
 -
-8.97K
- 31.49%
$449K - $473K
19.5K $473K
Aug 09, 2022 Q2 2022
Madison Asset Management, LLC

Madison, WI
SELL
 -
-9.52K
- 0.41%
$477K - $503K
2.34M $56.8M
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-9.97K
- 2.2%
$499K - $526K
443K $10.7M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-10.9K
- 8.65%
$544K - $574K
115K $2.78M
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-10.9K
- 15.61%
$546K - $575K
58.9K $1.43M
May 09, 2023 Q2 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-11.6K
- 75.03%
$581K - $612K
3.86K $93.6K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-13.7K
- 72.43%
$685K - $722K
5.21K $126K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-14.6K
- 30.94%
$732K - $771K
32.6K $791K
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

SELL
 -
-15.5K
- 60.21%
$778K - $820K
10.3K $249K
Aug 12, 2022 Q2 2022
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-15.8K
- 4.28%
$793K - $836K
355K $8.6M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-16.1K
Closed
$808K - $852K
0 $0
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-18.2K
Closed
$913K - $963K
0 $0
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-18.3K
Closed
$918K - $967K
0 $0
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-18.6K
- 22.44%
$930K - $980K
64.2K $1.56M
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

SELL
 -
-18.6K
- 77.99%
$933K - $984K
5.26K $128K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-20.8K
- 39.74%
$1.04M - $1.1M
31.5K $765K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-21.2K
- 9.55%
$1.06M - $1.12M
201K $4.88M
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-24.3K
- 45.05%
$1.22M - $1.28M
29.6K $719K
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-26.9K
Closed
$1.34M - $1.42M
0 $0
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-27.5K
- 10.09%
$1.38M - $1.45M
245K $5.95M
Aug 05, 2022 Q2 2022
Ifrah Financial Services, Inc.

SELL
 -
-29.4K
- 49.87%
$1.47M - $1.55M
29.6K $718K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-31K
- 7.4%
$1.55M - $1.64M
389K $9.42M
Jul 26, 2022 Q2 2022
Wt Wealth Management

SELL
 -
-31.1K
- 28.76%
$1.56M - $1.64M
77K $1.87M
Aug 11, 2022 Q2 2022
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-34.9K
- 18.62%
$1.75M - $1.84M
153K $3.7M
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-37.1K
- 50.48%
$1.86M - $1.96M
36.4K $883K
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-37.8K
- 6.1%
$1.9M - $2M
582K $14.1M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-40.9K
- 16.76%
$2.05M - $2.16M
203K $4.93M
Aug 08, 2022 Q2 2022
Donoghue Forlines LLC

SELL
 -
-42.1K
- 32.19%
$2.11M - $2.22M
88.6K $2.15M
Jul 12, 2022 Q2 2022
Resonant Capital Advisors, LLC

SELL
 -
-42.5K
- 18.92%
$2.13M - $2.25M
182K $4.42M
Dec 20, 2022 Q2 2022
Cambridge Associates LLC

Boston, MA
SELL
 -
-45.5K
- 64.98%
$2.28M - $2.4M
24.5K $594K
Aug 11, 2022 Q2 2022
Cambridge Associates LLC

Boston, MA
SELL
 -
-45.5K
- 64.98%
$2.28M - $2.4M
24.5K $594K
Jul 15, 2022 Q2 2022
Mc Adam, LLC

SELL
 -
-46.6K
- 25.01%
$2.33M - $2.46M
140K $3.39M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-54.2K
- 52.2%
$2.71M - $2.86M
49.6K $1.2M

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