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 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-387Closed |
$21.6K - $22K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400Closed |
$22.3K - $22.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-435- 55.77% |
$24.3K - $24.7K
|
345
$8.38K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-446- 0.16% |
$24.9K - $25.3K
|
273K
$6.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-506- 10.07% |
$28.2K - $28.7K
|
4.52K
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-527- 2.07% |
$29.4K - $29.9K
|
24.9K
$605K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-569- 79.14% |
$31.8K - $32.3K
|
150
$3.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-620Closed |
$34.6K - $35.2K
|
0
$0
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-623- 1.14% |
$34.8K - $35.4K
|
54.1K
$1.31M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-630Closed |
$35.2K - $35.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-697- 14.06% |
$38.9K - $39.6K
|
4.26K
$104K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-713- 2.41% |
$39.8K - $40.5K
|
28.8K
$701K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-775- 26.7% |
$43.3K - $44K
|
2.13K
$51.7K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-814Closed |
$45.4K - $46.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-844- 4.7% |
$47.1K - $47.9K
|
17.1K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-894- 5.55% |
$49.9K - $50.8K
|
15.2K
$370K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-920- 92.46% |
$51.4K - $52.3K
|
75
$1.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-950- 8.19% |
$53K - $54K
|
10.7K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1K- 9.74% |
$55.8K - $56.8K
|
9.26K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.03K- 12.29% |
$57.7K - $58.7K
|
7.38K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.08K- 2.25% |
$60.1K - $61.1K
|
46.7K
$1.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 14.43% |
$67K - $68.2K
|
7.12K
$173K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.22K- 6.68% |
$68K - $69.3K
|
17K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 21.93% |
$69.5K - $70.7K
|
4.43K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.33K- 2.0% |
$74.1K - $75.4K
|
65K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.34K- 22.51% |
$74.9K - $76.2K
|
4.62K
$112K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.38K- 25.67% |
$76.9K - $78.3K
|
3.99K
$97K
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.43K- 26.47% |
$79.8K - $81.2K
|
3.97K
$96.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.46K- 6.7% |
$81.4K - $82.9K
|
20.3K
$494K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.64K- 5.86% |
$91.8K - $93.4K
|
26.4K
$642K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.76K- 32.45% |
$98.3K - $100K
|
3.67K
$89.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.85K- 2.99% |
$103K - $105K
|
60.1K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.01K- 17.92% |
$112K - $114K
|
9.21K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.1K- 7.73% |
$117K - $119K
|
25K
$607K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.15K- 34.2% |
$120K - $122K
|
4.13K
$100K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.19K- 4.86% |
$122K - $124K
|
42.8K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.75K- 21.29% |
$154K - $156K
|
10.2K
$247K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.81K- 42.06% |
$157K - $159K
|
3.87K
$93.9K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.27K- 10.42% |
$183K - $186K
|
28.1K
$684K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.61KClosed |
$201K - $205K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.85K- 50.0% |
$215K - $219K
|
3.85K
$93.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.95KClosed |
$221K - $225K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.08KClosed |
$228K - $232K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.13KClosed |
$231K - $235K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.18KClosed |
$233K - $237K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.23KClosed |
$236K - $240K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.53KClosed |
$253K - $257K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.93K- 98.23% |
$275K - $280K
|
89
$2.16K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-5.48K- 4.87% |
$306K - $311K
|
107K
$2.6M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-6.7K- 18.66% |
$374K - $381K
|
29.2K
$710K
|