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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.3K- 22.51% |
$3.43M - $3.58M
|
245K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77.8K- 18.94% |
$3.74M - $3.91M
|
333K
$8.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-91.4K- 11.2% |
$4.4M - $4.59M
|
725K
$17.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-101K- 19.69% |
$4.87M - $5.08M
|
413K
$10M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-110K- 63.95% |
$5.3M - $5.53M
|
62.1K
$1.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-115K- 87.21% |
$5.53M - $5.78M
|
16.9K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-167K- 93.95% |
$8.02M - $8.38M
|
10.7K
$261K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-182K- 37.78% |
$8.74M - $9.13M
|
299K
$7.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 30.36% |
$13.2M - $13.8M
|
631K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-516K- 96.24% |
$24.8M - $25.9M
|
20.1K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-536K- 47.98% |
$25.8M - $26.9M
|
581K
$14.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-710K- 46.35% |
$34.1M - $35.7M
|
821K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-878K- 97.99% |
$42.3M - $44.1M
|
18.1K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.33M- 2.95% |
$112M - $117M
|
76.8M
$1.87B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.27M- 41.63% |
$350M - $365M
|
10.2M
$248M
|