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 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 5.94% |
$729K - $742K
|
233K
$5.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13K+ 12.97% |
$725K - $737K
|
113K
$2.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 49.58% |
$705K - $718K
|
38.1K
$929K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.3K+ 1.88% |
$685K - $697K
|
665K
$16.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
11.2K+ 20.77% |
$625K - $637K
|
65.2K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 4.54% |
$569K - $579K
|
235K
$5.73M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
10.1K+ 59.24% |
$565K - $575K
|
27.2K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.43KNew |
$526K - $536K
|
9.43K
$230K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
8.46K+ 4.79% |
$472K - $481K
|
185K
$4.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8.45KNew |
$471K - $480K
|
8.45K
$206K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
8.3KNew |
$463K - $472K
|
8.3K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.99K+ 7.74% |
$446K - $454K
|
111K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
7.97KNew |
$445K - $453K
|
7.97K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.84KNew |
$438K - $446K
|
7.84K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.45K+ 2.8% |
$416K - $423K
|
274K
$6.67M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
7.13K+ 11.38% |
$398K - $405K
|
69.8K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
7.13K+ 11.38% |
$398K - $405K
|
69.8K
$1.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
7K+ 31.1% |
$390K - $397K
|
29.5K
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.2K+ 28.34% |
$346K - $352K
|
28.1K
$685K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
5.61K+ 9.13% |
$313K - $319K
|
67K
$1.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.52KNew |
$308K - $314K
|
5.52K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$298K - $303K
|
5.34K
$130K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
4.95KNew |
$276K - $281K
|
4.95K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 7.99% |
$269K - $274K
|
65.2K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
4.32K+ 2.4% |
$241K - $245K
|
184K
$4.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.29KNew |
$239K - $244K
|
4.29K
$105K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.27K+ 3.35% |
$238K - $243K
|
132K
$3.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.05K+ 7.31% |
$226K - $230K
|
59.4K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
3.93KNew |
$219K - $223K
|
3.93K
$95.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3.82K+ 34.4% |
$213K - $217K
|
14.9K
$364K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.78K+ 2.7% |
$211K - $215K
|
144K
$3.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.68K+ 31.14% |
$206K - $209K
|
15.5K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.58KNew |
$200K - $203K
|
3.58K
$87.3K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
3.29K+ 4.85% |
$183K - $187K
|
71K
$1.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.87K+ 17.97% |
$160K - $163K
|
18.8K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.57K+ 0.25% |
$143K - $146K
|
1.02M
$24.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.4K+ 9.8% |
$134K - $137K
|
26.9K
$657K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.3K+ 5.47% |
$128K - $131K
|
44.4K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.1KNew |
$117K - $119K
|
2.1K
$51.1K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$103K - $105K
|
1.85K
$45.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.83K+ 43.6% |
$102K - $104K
|
6.01K
$147K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.5K+ 2.64% |
$83.8K - $85.3K
|
58.4K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.5K+ 8.39% |
$83.7K - $85.2K
|
19.4K
$473K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.48K+ 13.1% |
$82.5K - $84K
|
12.8K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 24.82% |
$79.6K - $81K
|
7.17K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.42K+ 1.76% |
$79K - $80.4K
|
81.9K
$2M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.39K+ 20.37% |
$77.8K - $79.1K
|
8.23K
$201K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.28K+ 1.53% |
$71.5K - $72.8K
|
84.8K
$2.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.2K+ 6.55% |
$66.9K - $68.1K
|
19.5K
$476K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.13K+ 2.92% |
$62.8K - $63.9K
|
39.7K
$967K
|