Purchases and Sales Made in Q1 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 Q1 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
Apr 20, 2022 Q1 2022
West Coast Financial LLC

BUY
 -
14.7K
+ 5.76%
$774K - $820K
270K $6.65M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
14.1K
+ 180.9%
$745K - $790K
22K $541K
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
12.3K
New
$649K - $687K
12.3K $303K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
11.7K
+ 165.02%
$619K - $656K
18.9K $465K
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
11.3K
+ 15.87%
$594K - $629K
82.3K $2.03M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
10.3K
+ 4.74%
$543K - $575K
228K $5.61M
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
9.06K
New
$478K - $506K
9.06K $223K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
9.03K
+ 98.06%
$476K - $504K
18.2K $450K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.6K
+ 8.5%
$453K - $480K
110K $2.7M
May 06, 2022 Q1 2022
Hendershot Investments Inc.

BUY
 -
8.19K
+ 12.57%
$432K - $457K
73.4K $1.81M
Apr 25, 2022 Q1 2022
Meritage Portfolio Management

BUY
 -
7.99K
+ 27.08%
$421K - $446K
37.5K $924K
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
7.37K
+ 5.01%
$388K - $411K
155K $3.81M
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
6.88K
+ 34.11%
$363K - $384K
27.1K $667K
May 06, 2022 Q1 2022
Barden Capital Management, Inc.

BUY
 -
6.74K
+ 16.18%
$355K - $376K
48.4K $1.19M
May 10, 2022 Q1 2022
Northwest Capital Management Inc

BUY
 -
6.58K
+ 12.87%
$347K - $368K
57.8K $1.42M
May 06, 2022 Q1 2022
Empirical Asset Management, LLC

BUY
 -
6.56K
+ 22.04%
$346K - $366K
36.3K $896K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
6.1K
+ 10.14%
$322K - $341K
66.2K $1.63M
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

BUY
 -
5.35K
+ 3.81%
$282K - $299K
146K $3.6M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
5.35K
New
$282K - $299K
5.35K $132K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
5.31K
New
$280K - $296K
5.31K $131K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.23K
+ 11.79%
$276K - $292K
49.6K $1.22M
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
5.19K
+ 1.16%
$273K - $290K
453K $11.2M
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.82K
+ 23.56%
$254K - $269K
25.3K $623K
May 05, 2022 Q1 2022
North Rock Partners, LLC

BUY
 -
4.81K
New
$253K - $268K
4.81K $118K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
4.64K
+ 7.12%
$245K - $259K
69.8K $1.72M
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
4.39K
New
$231K - $245K
4.39K $108K
May 25, 2022 Q1 2022
Genesee Capital Advisors, LLC

BUY
 -
4.32K
New
$228K - $241K
4.32K $106K
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
4.29K
+ 96.23%
$226K - $239K
8.74K $216K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
4.14K
New
$218K - $231K
4.14K $102K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.11K
+ 1.76%
$217K - $229K
237K $5.84M
May 11, 2022 Q1 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
3.94K
+ 21.14%
$208K - $220K
22.6K $556K
Dec 19, 2024 Q1 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
3.82K
+ 7.07%
$201K - $213K
57.9K $1.43M
Apr 22, 2022 Q1 2022
Sym Financial Corp

BUY
 -
3.5K
+ 48.32%
$185K - $196K
10.8K $265K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.38K
+ 21.81%
$178K - $189K
18.9K $466K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
3.27K
New
$172K - $183K
3.27K $80.6K
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
2.94K
+ 22.24%
$155K - $164K
16.1K $398K
Apr 18, 2022 Q1 2022
First Purpose Wealth LLC

BUY
 -
2.9K
+ 34.94%
$153K - $162K
11.2K $276K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
2.74K
New
$145K - $153K
2.74K $67.6K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2.49K
+ 22.13%
$131K - $139K
13.7K $339K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.3K
+ 2.09%
$121K - $128K
112K $2.77M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
1.93K
New
$102K - $108K
1.93K $47.5K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.83K
+ 12.66%
$96.5K - $102K
16.3K $401K
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

BUY
 -
1.66K
+ 237.34%
$87.5K - $92.6K
2.36K $58.1K
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.37K
+ 2.6%
$72K - $76.3K
54K $1.33M
May 12, 2022 Q1 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.35K
+ 9.36%
$71.2K - $75.4K
15.8K $389K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
1.23K
+ 33.8%
$64.6K - $68.4K
4.85K $120K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
1.18K
+ 0.64%
$62.4K - $66.1K
186K $4.59M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
944
New
$49.8K - $52.7K
944 $23.3K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
931
+ 655.63%
$49.1K - $52K
1.07K $26.4K

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