Purchases and Sales Made in Q4 2022 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 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 26, 2023 Q4 2022
Barden Capital Management, Inc.

BUY
 -
2.15K
+ 3.94%
$103K - $108K
56.6K $1.4M
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.1K
+ 4.41%
$101K - $106K
49.7K $1.23M
Jan 10, 2023 Q4 2022
Fc Advisory LLC

BUY
 -
2.06K
+ 38.24%
$98.9K - $103K
7.43K $184K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.87K
+ 4.82%
$90.1K - $94.1K
40.7K $1.01M
Jan 30, 2023 Q4 2022
Twele Capital Management, Inc.

BUY
 -
1.78K
+ 14.8%
$85.6K - $89.4K
13.8K $342K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.47K
+ 1.29%
$70.7K - $73.9K
116K $2.86M
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
1.41K
+ 2611.11%
$67.8K - $70.8K
1.46K $36.3K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.39K
+ 4.61%
$67K - $69.9K
31.6K $782K
Feb 13, 2023 Q4 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
1.32K
+ 5.55%
$63.3K - $66.1K
25K $620K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
1.11K
New
$53.3K - $55.6K
1.11K $27.4K
May 09, 2023 Q4 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
943
+ 205.0%
$45.4K - $47.4K
1.4K $34.8K
Feb 01, 2023 Q4 2022
Oakwell Private Wealth Management, LLC

BUY
 -
911
+ 0.84%
$43.8K - $45.8K
110K $2.71M
Feb 01, 2023 Q4 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
844
+ 8.97%
$40.6K - $42.4K
10.3K $254K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
843
+ 27.1%
$40.6K - $42.4K
3.95K $97.9K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
745
New
$35.8K - $37.4K
745 $18.5K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
684
+ 0.47%
$32.9K - $34.4K
148K $3.65M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
675
+ 2.01%
$32.5K - $33.9K
34.2K $847K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
610
+ 4.43%
$29.4K - $30.6K
14.4K $356K
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

BUY
 -
583
+ 14.24%
$28.1K - $29.3K
4.68K $116K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
556
+ 3.58%
$26.8K - $27.9K
16.1K $399K
Feb 06, 2023 Q4 2022
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
554
+ 13.42%
$26.7K - $27.8K
4.68K $116K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
485
New
$23.3K - $24.4K
485 $12K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
469
+ 18.81%
$22.6K - $23.6K
2.96K $73.4K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
460
+ 99.78%
$22.1K - $23.1K
921 $22.8K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
404
+ 49.63%
$19.4K - $20.3K
1.22K $30.2K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
404
+ 49.63%
$19.4K - $20.3K
1.22K $30.2K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
403
New
$19.4K - $20.2K
403 $9.98K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
386
+ 2.11%
$18.6K - $19.4K
18.7K $463K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
370
+ 21.3%
$17.8K - $18.6K
2.11K $52.2K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
356
New
$17.1K - $17.9K
356 $8.82K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
345
+ 9.89%
$16.6K - $17.3K
3.83K $94.9K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
335
+ 7.75%
$16.1K - $16.8K
4.66K $115K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
257
New
$12.4K - $12.9K
257 $6.37K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
246
+ 17.43%
$11.8K - $12.4K
1.66K $41K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
246
New
$11.8K - $12.4K
246 $6.09K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
242
New
$11.6K - $12.2K
242 $5.99K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
231
+ 3.78%
$11.1K - $11.6K
6.34K $157K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
226
New
$10.9K - $11.4K
226 $5.6K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
217
+ 3.45%
$10.4K - $10.9K
6.51K $161K
Jan 12, 2023 Q4 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
203
+ 1.38%
$9.77K - $10.2K
14.9K $369K
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
200
New
$9.62K - $10K
200 $4.95K
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
190
+ 1.91%
$9.14K - $9.55K
10.1K $251K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
145
New
$6.98K - $7.28K
145 $3.59K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
143
New
$6.88K - $7.18K
143 $3.54K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
123
+ 307.5%
$5.92K - $6.18K
163 $4.04K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
122
New
$5.87K - $6.13K
122 $3.02K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
117
New
$5.63K - $5.88K
117 $2.9K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
117
New
$5.63K - $5.88K
117 $2.9K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
106
New
$5.1K - $5.33K
106 $2.63K

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