Purchases and Sales Made in Q4 2021 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 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 10, 2022 Q4 2021
Zhang Financial LLC

BUY
 -
24
+ 0.54%
$1.34K - $1.36K
4.46K $109K
Feb 14, 2022 Q4 2021
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
20
New
$1.12K - $1.14K
20 $488
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
BUY
 -
17
+ 0.95%
$949 - $966
1.8K $44K
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
16
+ 0.12%
$893 - $909
13.8K $337K
Feb 03, 2022 Q4 2021
Jnba Financial Advisors

BUY
 -
15
New
$837 - $852
15 $366
Feb 08, 2022 Q4 2021
Asset Planning Corporation

BUY
 -
13
+ 0.1%
$726 - $739
12.9K $314K
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
11
+ 5.58%
$614 - $625
208 $5.07K
Feb 09, 2022 Q4 2021
American National Bank

BUY
 -
9
New
$502 - $511
9 $220
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
4
+ 0.04%
$223 - $227
9.06K $221K
Jan 24, 2022 Q4 2021
Cordasco Financial Network

BUY
 -
3
+ 4.69%
$167 - $170
67 $1.63K
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.04%
$55.8 - $56.8
2.79K $68.1K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$55.8 - $56.8
0 $0
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-2
- 0.03%
$112 - $114
5.81K $142K
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-3
Closed
$167 - $170
0 $0
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-6
Closed
$335 - $341
0 $0
Feb 09, 2022 Q4 2021
Horan Securities, Inc.

SELL
 -
-20
Closed
$1.12K - $1.14K
0 $0
Feb 04, 2022 Q4 2021
Ballast Advisors LLC

SELL
 -
-21
- 12.43%
$1.17K - $1.19K
148 $3.61K
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-21
- 0.63%
$1.17K - $1.19K
3.33K $81.2K
Jan 27, 2022 Q4 2021
Hexagon Capital Partners LLC

SELL
 -
-25
- 58.14%
$1.4K - $1.42K
18 $439
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-26
- 0.49%
$1.45K - $1.48K
5.27K $128K
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

SELL
 -
-28
- 1.26%
$1.56K - $1.59K
2.2K $53.6K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-31
- 0.33%
$1.73K - $1.76K
9.42K $230K
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-31
- 60.78%
$1.73K - $1.76K
20 $488
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-36
- 0.62%
$2.01K - $2.05K
5.78K $141K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-46
Closed
$2.57K - $2.61K
0 $0
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-49
- 0.8%
$2.74K - $2.78K
6.09K $148K
Feb 08, 2022 Q4 2021
Fagan Associates, Inc.

SELL
 -
-66
- 0.43%
$3.68K - $3.75K
15.2K $372K
Jan 24, 2022 Q4 2021
Clean Yield Group

SELL
 -
-66
Closed
$3.68K - $3.75K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-68
Closed
$3.8K - $3.86K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-70
Closed
$3.91K - $3.98K
0 $0
Jan 24, 2022 Q4 2021
Ellevest, Inc.

SELL
 -
-70
Closed
$3.91K - $3.98K
0 $0
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-76
Closed
$4.24K - $4.32K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-87
Closed
$4.86K - $4.94K
0 $0
Jan 24, 2022 Q4 2021
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-96
- 0.96%
$5.36K - $5.45K
9.95K $243K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-97
- 11.2%
$5.41K - $5.51K
769 $18.8K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-124
Closed
$6.92K - $7.04K
0 $0
Jan 13, 2022 Q4 2021
Apella Capital, LLC

SELL
 -
-138
- 1.72%
$7.7K - $7.84K
7.9K $193K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-154
- 26.06%
$8.6K - $8.75K
437 $10.7K
Feb 14, 2022 Q4 2021
Hutchinson Capital Management

San Rafael, CA
SELL
 -
-176
- 0.94%
$9.82K - $10K
18.6K $454K
Feb 15, 2022 Q4 2021
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-180
- 0.65%
$10K - $10.2K
27.6K $673K
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-187
- 7.66%
$10.4K - $10.6K
2.26K $55K
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-198
- 48.89%
$11.1K - $11.2K
207 $5.05K
Feb 10, 2022 Q4 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-200
- 36.36%
$11.2K - $11.4K
350 $8.54K
Jan 25, 2022 Q4 2021
Cva Family Office, LLC

SELL
 -
-230
Closed
$12.8K - $13.1K
0 $0
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-243
- 6.28%
$13.6K - $13.8K
3.62K $88.4K
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-244
Closed
$13.6K - $13.9K
0 $0
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-269
- 3.27%
$15K - $15.3K
7.95K $194K
Feb 11, 2022 Q4 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-290
- 66.67%
$16.2K - $16.5K
145 $3.54K
Feb 11, 2022 Q4 2021
Triumph Capital Management

SELL
 -
-330
- 4.75%
$18.4K - $18.7K
6.62K $161K

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