Purchases and Sales Made in Q4 2021 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
792K+ 170.79% |
$44.2M - $45M
|
1.26M
$30.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
748K+ 6.21% |
$41.8M - $42.5M
|
12.8M
$310M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
722KNew |
$40.3M - $41M
|
722K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
618K+ 3195.71% |
$34.5M - $35.1M
|
637K
$15.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
298K+ 317.43% |
$16.6M - $16.9M
|
392K
$9.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
294K+ 215.49% |
$16.4M - $16.7M
|
430K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
286KNew |
$16M - $16.2M
|
286K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
227K+ 4.82% |
$12.6M - $12.9M
|
4.93M
$119M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
197KNew |
$11M - $11.2M
|
197K
$4.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
141KNew |
$7.84M - $7.98M
|
141K
$3.41M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
130K+ 104.17% |
$7.26M - $7.39M
|
255K
$6.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
108K+ 16.7% |
$6.02M - $6.12M
|
753K
$18.3M
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
95.8KNew |
$5.35M - $5.44M
|
95.8K
$2.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
77.2KNew |
$4.31M - $4.39M
|
77.2K
$1.87M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
76.5KNew |
$4.27M - $4.35M
|
76.5K
$1.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.6K+ 18.59% |
$4.05M - $4.12M
|
463K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 4.89% |
$4.03M - $4.11M
|
1.55M
$37.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.2KNew |
$4.03M - $4.1M
|
72.2K
$1.75M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
61.7K+ 44.56% |
$3.44M - $3.5M
|
200K
$4.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
60.9K+ 47.47% |
$3.4M - $3.46M
|
189K
$4.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
57.2K+ 14.63% |
$3.19M - $3.25M
|
448K
$10.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
53.9K+ 91.0% |
$3.01M - $3.06M
|
113K
$2.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
52.7K+ 53.74% |
$2.94M - $3M
|
151K
$3.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.1K+ 29.18% |
$2.91M - $2.96M
|
231K
$5.6M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
51.5KNew |
$2.88M - $2.93M
|
51.5K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49K+ 29.14% |
$2.74M - $2.78M
|
217K
$5.27M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
47.8KNew |
$2.67M - $2.71M
|
47.8K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
42.2K+ 467.41% |
$2.35M - $2.39M
|
51.2K
$1.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
41.7KNew |
$2.33M - $2.37M
|
41.7K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41.4KNew |
$2.31M - $2.35M
|
41.4K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
35.6K+ 11.73% |
$1.99M - $2.02M
|
339K
$8.22M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32.6KNew |
$1.82M - $1.85M
|
32.6K
$790K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.8KNew |
$1.66M - $1.69M
|
29.8K
$722K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
29.7K+ 168.45% |
$1.66M - $1.69M
|
47.4K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.8K+ 4.31% |
$1.61M - $1.64M
|
699K
$16.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.9KNew |
$1.45M - $1.47M
|
25.9K
$628K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25K+ 42.55% |
$1.4M - $1.42M
|
83.8K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1KNew |
$1.24M - $1.26M
|
22.1K
$536K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1KNew |
$1.23M - $1.25M
|
22.1K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
20.5K+ 26.54% |
$1.14M - $1.16M
|
97.5K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 166.87% |
$1.12M - $1.14M
|
32.1K
$778K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
19.4KNew |
$1.08M - $1.1M
|
19.4K
$470K
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.2KNew |
$1.02M - $1.03M
|
18.2K
$442K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.5KNew |
$976K - $993K
|
17.5K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 18.37% |
$876K - $891K
|
101K
$2.45M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 42.55% |
$810K - $824K
|
48.6K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
13.6K+ 7.28% |
$760K - $773K
|
201K
$4.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
13.5K+ 1.52% |
$752K - $765K
|
901K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.2KNew |
$737K - $750K
|
13.2K
$320K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 5.35% |
$732K - $745K
|
258K
$6.26M
|