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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-56.3KClosed |
$2.82M - $2.97M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-69.7K- 29.39% |
$3.49M - $3.68M
|
167K
$4.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.6K- 73.28% |
$3.74M - $3.94M
|
27.2K
$661K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-86.6K- 38.05% |
$4.34M - $4.57M
|
141K
$3.43M
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-105KClosed |
$5.27M - $5.55M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166K- 92.82% |
$8.34M - $8.78M
|
12.9K
$313K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-475K- 71.6% |
$23.8M - $25.1M
|
188K
$4.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-550KClosed |
$27.5M - $29M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-571KClosed |
$28.6M - $30.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-617K- 49.73% |
$30.9M - $32.6M
|
624K
$15.2M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.13M- 82.58% |
$107M - $113M
|
450K
$10.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.8M- 35.64% |
$290M - $306M
|
10.5M
$254M
|