Purchases and Sales Made in Q3 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 Q3 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 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
17.2K
+ 55.54%
$835K - $902K
48.1K $1.19M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
16.7K
+ 25.29%
$813K - $877K
82.7K $2.05M
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
16.5K
+ 57.04%
$804K - $868K
45.5K $1.13M
Nov 07, 2022 Q3 2022
Northwest Capital Management Inc

BUY
 -
15.4K
+ 23.07%
$747K - $807K
81.9K $2.03M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.9K
+ 95.72%
$725K - $783K
30.5K $755K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
14.2K
+ 49.98%
$690K - $744K
42.5K $1.05M
Nov 14, 2022 Q3 2022
Cambridge Associates LLC

Boston, MA
BUY
 -
13.7K
+ 56.0%
$668K - $721K
38.2K $947K
Oct 31, 2022 Q3 2022
West Coast Financial LLC

BUY
 -
13.3K
+ 4.11%
$647K - $698K
337K $8.34M
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
13.1K
+ 2.79%
$638K - $688K
482K $11.9M
Oct 13, 2022 Q3 2022
Tennessee Valley Asset Management Partners

BUY
 -
12.8K
New
$622K - $671K
12.8K $317K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.4K
+ 270.74%
$553K - $597K
15.6K $385K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
10.6K
New
$516K - $557K
10.6K $263K
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
10K
+ 4.98%
$487K - $526K
211K $5.23M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
9.38K
New
$457K - $493K
9.38K $232K
Oct 18, 2022 Q3 2022
Charles Schwab Trust CO

BUY
 -
9.33K
+ 157.81%
$454K - $490K
15.2K $378K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.32K
+ 16.94%
$454K - $490K
64.4K $1.59M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
9.11K
+ 28.91%
$444K - $479K
40.6K $1.01M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.63K
+ 5.15%
$420K - $453K
176K $4.36M
Oct 25, 2022 Q3 2022
Spectrum Asset Management, Inc.

BUY
 -
8.08K
New
$393K - $425K
8.08K $200K
Nov 07, 2022 Q3 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
7.62K
New
$371K - $400K
7.62K $189K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.58K
+ 35.52%
$369K - $398K
28.9K $717K
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
7.45K
New
$363K - $391K
7.45K $184K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
7.11K
New
$346K - $374K
7.11K $176K
Oct 20, 2022 Q3 2022
Financial Consulate, Inc

BUY
 -
6.8K
+ 4.43%
$331K - $357K
160K $3.97M
Oct 14, 2022 Q3 2022
Gen Wealth Group, Inc.

BUY
 -
6.67K
+ 135.66%
$325K - $351K
11.6K $287K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
6.26K
+ 25.91%
$305K - $329K
30.4K $753K
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
5.47K
+ 237.24%
$266K - $287K
7.77K $192K
Oct 11, 2022 Q3 2022
Fc Advisory LLC

BUY
 -
5.37K
New
$262K - $282K
5.37K $133K
Nov 01, 2022 Q3 2022
Hendershot Investments Inc.

BUY
 -
5.16K
+ 6.68%
$251K - $271K
82.4K $2.04M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
5.01K
New
$244K - $263K
5.01K $124K
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
4.99K
New
$243K - $262K
4.99K $124K
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
4.86K
New
$237K - $256K
4.86K $120K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.36K
New
$212K - $229K
4.36K $108K
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
4.29K
New
$209K - $225K
4.29K $106K
Oct 27, 2022 Q3 2022
Wc Walker & Associates, Inc.

BUY
 -
4.19K
New
$204K - $220K
4.19K $104K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
4.01K
+ 18.4%
$195K - $211K
25.8K $639K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.9K
+ 3.66%
$190K - $205K
110K $2.74M
Nov 14, 2022 Q3 2022
West Hill Financial Advisors, Inc.

BUY
 -
3.68K
+ 0.88%
$179K - $193K
424K $10.5M
Nov 14, 2022 Q3 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
3.64K
+ 18.12%
$177K - $191K
23.7K $587K
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
3.6K
+ 89.84%
$175K - $189K
7.61K $188K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
3.3K
+ 8.44%
$160K - $173K
42.4K $1.05M
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
3.26K
+ 61.1%
$159K - $171K
8.6K $213K
Nov 08, 2022 Q3 2022
Harvest Group Wealth Management, LLC

BUY
 -
2.98K
+ 2.21%
$145K - $157K
138K $3.42M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
2.97K
New
$145K - $156K
2.97K $73.5K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.54K
+ 44.1%
$124K - $133K
8.29K $205K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
2.17K
+ 660.37%
$105K - $114K
2.49K $61.8K
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
2.13K
+ 6.06%
$104K - $112K
37.2K $923K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.12K
+ 22.9%
$103K - $111K
11.4K $282K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
2.09K
+ 237.39%
$102K - $110K
2.97K $73.5K

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