Latest Institutional Transactions on Schwab Intermediate Term Us Tr (SCHR)
This table provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$887 - $917
|
18
$439
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-524- 11.22% |
$25.8K - $26.7K
|
4.15K
$101K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12New |
$591 - $612
|
12
$293
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.26KNew |
$207K - $216K
|
4.26K
$104K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$57.5K - $60.1K
|
1.18K
$28.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.32K- 57.64% |
$258K - $270K
|
3.91K
$95.3K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.91KNew |
$384K - $401K
|
7.91K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.36KNew |
$260K - $272K
|
5.36K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.28K- 60.3% |
$256K - $268K
|
3.48K
$84.8K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.86KClosed |
$285K - $298K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.24KNew |
$206K - $215K
|
4.24K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
611New |
$29.7K - $31K
|
611
$14.9K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.04% |
$291 - $305
|
15.5K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32KNew |
$210K - $220K
|
4.32K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1K- 30.4% |
$734K - $768K
|
34.6K
$844K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250New |
$12.1K - $12.7K
|
250
$6.1K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
46.3K+ 13.9% |
$2.25M - $2.35M
|
379K
$9.26M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33New |
$1.6K - $1.68K
|
33
$805
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
4.08KNew |
$198K - $207K
|
4.08K
$99.6K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
6.69KNew |
$325K - $340K
|
6.69K
$163K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
632New |
$30.7K - $32.1K
|
632
$15.4K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-293KClosed |
$14.2M - $14.9M
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1K+ 19.57% |
$48.7K - $50.9K
|
6.13K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
120KNew |
$5.82M - $6.09M
|
120K
$2.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
32.7K+ 23.86% |
$1.59M - $1.66M
|
170K
$4.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-19K- 74.73% |
$923K - $965K
|
6.42K
$157K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-715- 15.27% |
$34.7K - $36.3K
|
3.97K
$96.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
397New |
$19.3K - $20.2K
|
397
$9.68K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.01KNew |
$48.8K - $51K
|
1.01K
$24.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196New |
$9.52K - $9.95K
|
196
$4.78K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-197- 0.82% |
$9.56K - $10K
|
23.9K
$582K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-99- 81.15% |
$4.81K - $5.03K
|
23
$561
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$243 - $254
|
4.34K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 53.85% |
$340 - $355
|
6
$146
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-591- 5.75% |
$28.7K - $30K
|
9.69K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
252+ 5.54% |
$12.2K - $12.8K
|
4.8K
$117K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-249Closed |
$12K - $12.5K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 18.16% |
$4.67K - $4.87K
|
437
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 4.61% |
$67K - $69.9K
|
31.6K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
73.2KNew |
$3.52M - $3.68M
|
73.2K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$9.62K - $10K
|
200
$4.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-35- 0.72% |
$1.68K - $1.76K
|
4.83K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
460+ 99.78% |
$22.1K - $23.1K
|
921
$22.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
56.6KNew |
$2.72M - $2.84M
|
56.6K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4.89KNew |
$235K - $245K
|
4.89K
$119K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.96KNew |
$238K - $249K
|
4.96K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-726- 14.19% |
$34.9K - $36.5K
|
4.39K
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 0.77% |
$88.3K - $92.1K
|
236K
$5.76M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.51KNew |
$121K - $126K
|
2.51K
$61.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.06K+ 123.66% |
$51.1K - $53.3K
|
1.92K
$46.8K
|
|