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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.8KNew |
$567K - $592K
|
11.8K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
11K+ 19.81% |
$531K - $555K
|
66.8K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$506K - $528K
|
10.5K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.3KNew |
$496K - $517K
|
10.3K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.84KNew |
$474K - $494K
|
9.84K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.55K+ 111.12% |
$460K - $480K
|
18.2K
$443K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.5K+ 15.39% |
$457K - $477K
|
71.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.45KNew |
$455K - $475K
|
9.45K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.28K+ 37.27% |
$447K - $466K
|
34.2K
$834K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.23KNew |
$444K - $463K
|
9.23K
$225K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9.14K+ 15.99% |
$440K - $459K
|
66.3K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.79K+ 19.33% |
$423K - $442K
|
54.3K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.76KNew |
$422K - $440K
|
8.76K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.04K+ 136.54% |
$387K - $404K
|
13.9K
$340K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7.68KNew |
$370K - $386K
|
7.68K
$187K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.1KNew |
$342K - $357K
|
7.1K
$173K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
7.02KNew |
$338K - $353K
|
7.02K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.58KNew |
$316K - $330K
|
6.58K
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.56KNew |
$316K - $330K
|
6.56K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
6.4KNew |
$308K - $321K
|
6.4K
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
6.3K+ 32.55% |
$303K - $317K
|
25.7K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.15KNew |
$296K - $309K
|
6.15K
$150K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.98KNew |
$288K - $300K
|
5.98K
$146K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.97K+ 28.13% |
$287K - $300K
|
27.2K
$664K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.48KNew |
$264K - $275K
|
5.48K
$134K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.96KNew |
$238K - $249K
|
4.96K
$121K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.95KNew |
$238K - $248K
|
4.95K
$121K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.91K+ 9.54% |
$236K - $247K
|
56.4K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.91K+ 9.54% |
$236K - $247K
|
56.4K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4.89KNew |
$235K - $245K
|
4.89K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.83K+ 2.75% |
$232K - $243K
|
181K
$4.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.7K+ 45.76% |
$226K - $236K
|
15K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.67KNew |
$225K - $235K
|
4.67K
$114K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$224K - $233K
|
4.65K
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.55KNew |
$219K - $229K
|
4.55K
$111K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.28KNew |
$206K - $215K
|
4.28K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.18KNew |
$201K - $210K
|
4.18K
$102K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.15K+ 9.82% |
$199K - $208K
|
46.4K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.94K+ 62.79% |
$190K - $198K
|
10.2K
$249K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 4.75% |
$189K - $197K
|
86.6K
$2.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.32K+ 25.95% |
$160K - $167K
|
16.1K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
$156K - $162K
|
3.23K
$78.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.08K+ 39.61% |
$148K - $155K
|
10.8K
$265K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 8.93% |
$131K - $136K
|
33.1K
$808K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.64K+ 310.97% |
$127K - $132K
|
3.49K
$85K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.51KNew |
$121K - $126K
|
2.51K
$61.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.45KNew |
$118K - $123K
|
2.45K
$59.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.34K+ 21.87% |
$113K - $118K
|
13K
$318K
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.26K+ 0.84% |
$109K - $114K
|
270K
$6.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
2.15K+ 5.78% |
$104K - $108K
|
39.4K
$961K
|