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
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
103
+ 52.28%
$4.96K - $5.17K
300 $7.43K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
103
+ 9.7%
$4.96K - $5.17K
1.17K $28.9K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
102
+ 47.44%
$4.91K - $5.12K
317 $7.85K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
94
+ 0.94%
$4.52K - $4.72K
10.1K $251K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
79
+ 0.86%
$3.8K - $3.97K
9.3K $230K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
79
New
$3.8K - $3.97K
79 $1.96K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
73
New
$3.51K - $3.67K
73 $1.81K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
69
+ 1.37%
$3.32K - $3.47K
5.1K $126K
Jan 31, 2023 Q4 2022
Tran Capital Management, L.P.

BUY
 -
62
+ 0.22%
$2.98K - $3.11K
27.8K $689K
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
61
+ 0.23%
$2.94K - $3.06K
26.8K $663K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
42
New
$2.02K - $2.11K
42 $1.04K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
42
+ 210.0%
$2.02K - $2.11K
62 $1.54K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
28
New
$1.35K - $1.41K
28 $694
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
14
New
$674 - $703
14 $347
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
13
New
$626 - $653
13 $322
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
10
+ 0.82%
$481 - $502
1.23K $30.3K
Jan 20, 2023 Q4 2022
Genesee Capital Advisors, LLC

BUY
 -
9
+ 0.21%
$433 - $452
4.34K $107K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
9
New
$433 - $452
9 $223
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1
New
$48.1 - $50.2
1 $24.8
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
1
+ 1.92%
$48.1 - $50.2
53 $1.31K
Jan 26, 2023 Q4 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1
+ 1.16%
$48.1 - $50.2
87 $2.15K
Jan 11, 2023 Q4 2022
Pacifica Partners Inc.

SELL
 -
-1
- 1.1%
$48.1 - $50.2
90 $2.23K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

SELL
 -
-4
- 4.08%
$192 - $201
94 $2.33K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-7
- 63.64%
$337 - $352
4 $99.1
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

SELL
 -
-16
- 13.79%
$770 - $804
100 $2.48K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-17
- 0.34%
$818 - $854
4.93K $122K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-30
- 18.87%
$1.44K - $1.51K
129 $3.2K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

SELL
 -
-35
- 0.72%
$1.68K - $1.76K
4.83K $120K
Feb 13, 2023 Q4 2022
Krilogy Financial LLC

SELL
 -
-62
- 1.2%
$2.98K - $3.11K
5.13K $127K
Jan 10, 2023 Q4 2022
Bcs Wealth Management

SELL
 -
-65
- 1.47%
$3.13K - $3.27K
4.35K $108K
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-66
- 0.9%
$3.18K - $3.32K
7.3K $181K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-97
- 18.16%
$4.67K - $4.87K
437 $10.8K
Jan 26, 2023 Q4 2022
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-117
- 1.33%
$5.63K - $5.88K
8.65K $214K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-134
- 0.98%
$6.45K - $6.73K
13.5K $335K
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-180
- 1.46%
$8.66K - $9.04K
12.1K $300K
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

SELL
 -
-193
- 0.92%
$9.29K - $9.7K
20.7K $513K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-212
- 30.03%
$10.2K - $10.7K
494 $12.2K
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
SELL
 -
-249
Closed
$12K - $12.5K
0 $0
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

SELL
 -
-292
- 4.57%
$14.1K - $14.7K
6.09K $151K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-302
- 95.27%
$14.5K - $15.2K
15 $372
Jan 10, 2023 Q4 2022
Apella Capital, LLC

SELL
 -
-306
- 3.96%
$14.7K - $15.4K
7.43K $184K
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

SELL
 -
-321
- 1.24%
$15.4K - $16.1K
25.5K $633K
Feb 13, 2025 Q4 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-382
- 4.43%
$18.4K - $19.2K
8.25K $204K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-400
- 49.63%
$19.2K - $20.1K
406 $10.1K
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-456
- 8.68%
$21.9K - $22.9K
4.8K $119K
Jan 17, 2023 Q4 2022
Upper Left Wealth Management, LLC

SELL
 -
-495
- 8.32%
$23.8K - $24.9K
5.46K $135K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-537
- 0.17%
$25.8K - $27K
323K $8.01M
Feb 07, 2023 Q4 2022
Trinity Point Wealth, LLC

SELL
 -
-642
- 13.39%
$30.9K - $32.3K
4.15K $103K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

SELL
 -
-668
- 1.59%
$32.1K - $33.6K
41.4K $1.03M

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