Purchases and Sales Made in Q4 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.65M+ 343.22% |
$79.6M - $83.1M
|
2.14M
$51.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.65M+ 343.22% |
$79.6M - $83.1M
|
2.14M
$51.9M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
429K+ 244.09% |
$20.6M - $21.5M
|
604K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
422K+ 22.02% |
$20.3M - $21.2M
|
2.34M
$56.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
413K+ 132.24% |
$19.9M - $20.8M
|
726K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
368K+ 16735.61% |
$17.7M - $18.5M
|
370K
$8.98M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
293KNew |
$14.1M - $14.7M
|
293K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236K+ 5.66% |
$11.4M - $11.9M
|
4.41M
$107M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
203KNew |
$9.77M - $10.2M
|
203K
$4.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
185KNew |
$8.92M - $9.31M
|
185K
$4.5M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.8M - $9.18M
|
183K
$4.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
167K+ 2067.65% |
$8.04M - $8.39M
|
175K
$4.26M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
149KNew |
$7.16M - $7.47M
|
149K
$3.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
128KNew |
$6.18M - $6.45M
|
128K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
112K+ 41.57% |
$5.37M - $5.6M
|
380K
$9.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
106KNew |
$5.12M - $5.35M
|
106K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
73.2KNew |
$3.52M - $3.68M
|
73.2K
$1.78M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
68.9KNew |
$3.32M - $3.46M
|
68.9K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
67.7K+ 58.08% |
$3.26M - $3.4M
|
184K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
56.6KNew |
$2.72M - $2.84M
|
56.6K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
50.7K+ 37.65% |
$2.44M - $2.55M
|
185K
$4.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
47.6K+ 11.52% |
$2.29M - $2.39M
|
461K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.5K+ 279.44% |
$2.09M - $2.18M
|
59K
$1.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
39.4K+ 146.82% |
$1.9M - $1.98M
|
66.2K
$1.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
39K+ 87.12% |
$1.88M - $1.96M
|
83.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.6K+ 34.06% |
$1.81M - $1.89M
|
148K
$3.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.76M - $1.84M
|
36.6K
$889K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
33.7K+ 290.48% |
$1.62M - $1.69M
|
45.3K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 0.31% |
$1.47M - $1.53M
|
9.95M
$242M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.4KNew |
$1.42M - $1.48M
|
29.4K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.9K+ 85.52% |
$1.39M - $1.45M
|
62.7K
$1.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28.7KNew |
$1.38M - $1.44M
|
28.7K
$698K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26.9KNew |
$1.29M - $1.35M
|
26.9K
$654K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.8K+ 9.06% |
$1.29M - $1.35M
|
322K
$7.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
26.7K+ 260.15% |
$1.28M - $1.34M
|
36.9K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3K+ 3.81% |
$1.26M - $1.32M
|
716K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.1K+ 11.91% |
$1.21M - $1.26M
|
236K
$5.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
24.1K+ 59.72% |
$1.16M - $1.21M
|
64.4K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24KNew |
$1.16M - $1.21M
|
24K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.7K+ 9.18% |
$1.09M - $1.14M
|
270K
$6.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21.4K+ 151.05% |
$1.03M - $1.07M
|
35.5K
$863K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
20.4KNew |
$982K - $1.03M
|
20.4K
$496K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$777K - $811K
|
16.1K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.9K+ 64.41% |
$764K - $798K
|
40.5K
$985K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.5KNew |
$747K - $780K
|
15.5K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.9KNew |
$667K - $696K
|
13.9K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.6K+ 32.44% |
$656K - $685K
|
55.6K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 213.52% |
$584K - $610K
|
17.8K
$433K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 276.66% |
$574K - $599K
|
16.2K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
11.9K+ 124.5% |
$572K - $597K
|
21.4K
$521K
|