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
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.8K- 8.7% |
$380K - $386K
|
71.4K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.1KClosed |
$452K - $460K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-8.55K- 27.59% |
$477K - $486K
|
22.4K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.66KClosed |
$483K - $492K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-8.89K- 8.37% |
$496K - $505K
|
97.4K
$2.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9.48K- 7.52% |
$529K - $539K
|
117K
$2.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-9.63K- 59.57% |
$537K - $547K
|
6.53K
$159K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-10K- 40.94% |
$558K - $568K
|
14.4K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.7K- 5.16% |
$710K - $722K
|
234K
$5.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16.9K- 18.71% |
$945K - $962K
|
73.6K
$1.79M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17K- 69.49% |
$947K - $964K
|
7.45K
$182K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-21.1KClosed |
$1.18M - $1.2M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-22.7K- 6.29% |
$1.27M - $1.29M
|
339K
$8.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-24.3K- 5.72% |
$1.36M - $1.38M
|
401K
$9.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-25.4K- 23.27% |
$1.42M - $1.44M
|
83.7K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-25.6K- 45.84% |
$1.43M - $1.45M
|
30.2K
$738K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-34.3K- 88.31% |
$1.91M - $1.95M
|
4.54K
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.4K- 51.21% |
$1.98M - $2.01M
|
33.7K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.6K- 12.95% |
$1.99M - $2.02M
|
239K
$5.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-36.2K- 40.74% |
$2.02M - $2.05M
|
52.6K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.5KClosed |
$2.2M - $2.24M
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-39.7K- 84.08% |
$2.22M - $2.26M
|
7.52K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-40.9KClosed |
$2.28M - $2.32M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-50.3K- 96.74% |
$2.81M - $2.86M
|
1.69K
$41.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.9K- 13.81% |
$2.9M - $2.95M
|
324K
$7.9M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-56.6K- 10.44% |
$3.16M - $3.22M
|
486K
$11.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-76.3K- 6.56% |
$4.26M - $4.33M
|
1.09M
$26.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-84.5K- 54.6% |
$4.72M - $4.8M
|
70.3K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-98.7K- 47.29% |
$5.51M - $5.61M
|
110K
$2.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-101K- 94.86% |
$5.62M - $5.72M
|
5.46K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-116K- 44.18% |
$6.5M - $6.62M
|
147K
$3.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-166KClosed |
$9.25M - $9.41M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-495K- 99.84% |
$27.6M - $28.1M
|
806
$19.7K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-529KClosed |
$29.5M - $30.1M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-750K- 96.87% |
$41.9M - $42.6M
|
24.2K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-757K- 88.18% |
$42.3M - $43M
|
102K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.19M- 79.19% |
$513M - $522M
|
2.42M
$58.9M
|