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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28New |
$1.35K - $1.41K
|
28
$683
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
583+ 14.24% |
$28.1K - $29.3K
|
4.68K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.91K+ 9.54% |
$236K - $247K
|
56.4K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-6.57K- 37.11% |
$316K - $330K
|
11.1K
$272K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.7K+ 45.76% |
$226K - $236K
|
15K
$365K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
73New |
$3.51K - $3.67K
|
73
$1.78K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
106New |
$5.1K - $5.33K
|
106
$2.59K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$777K - $811K
|
16.1K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
11.9K+ 124.5% |
$572K - $597K
|
21.4K
$523K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-26.6K- 68.88% |
$1.28M - $1.34M
|
12K
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-1.07K- 74.77% |
$51.5K - $53.8K
|
361
$8.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
42New |
$2.02K - $2.11K
|
42
$1.02K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.92K- 78.7% |
$189K - $197K
|
1.06K
$25.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
13New |
$626 - $653
|
13
$317
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.51K- 23.32% |
$122K - $132K
|
8.24K
$201K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.09K+ 237.39% |
$102K - $110K
|
2.97K
$72.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
542+ 349.68% |
$26.4K - $28.5K
|
697
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-609- 98.23% |
$29.6K - $32K
|
11
$268
|
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-598- 0.39% |
$29.1K - $31.4K
|
152K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-251- 2.64% |
$12.2K - $13.2K
|
9.27K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
21.3KNew |
$1.04M - $1.12M
|
21.3K
$520K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
924New |
$45K - $48.5K
|
924
$22.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14New |
$682 - $736
|
14
$341
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.9KNew |
$872K - $941K
|
17.9K
$437K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.38KNew |
$457K - $493K
|
9.38K
$229K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.77K- 25.91% |
$476K - $513K
|
27.9K
$681K
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5K- 3.42% |
$243K - $262K
|
141K
$3.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 96.84% |
$169K - $182K
|
113
$2.76K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.19K- 56.79% |
$107K - $115K
|
1.67K
$40.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-430Closed |
$20.9K - $22.6K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-476- 3.44% |
$23.2K - $25K
|
13.4K
$326K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.19KNew |
$204K - $220K
|
4.19K
$102K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.45KNew |
$363K - $391K
|
7.45K
$182K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 50.0% |
$9.74K - $10.5K
|
200
$4.88K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$50.1K - $54.1K
|
1.03K
$25.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-250- 2.55% |
$12.2K - $13.1K
|
9.56K
$233K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.02% |
$48.7 - $52.5
|
5.85K
$143K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.81K- 28.52% |
$88.3K - $95.3K
|
4.55K
$111K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-62Closed |
$3.1K - $3.27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$351 - $369
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$50.1 - $52.8
|
1
$24.4
|
|
|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-550KClosed |
$27.5M - $29M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.4KNew |
$371K - $391K
|
7.4K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-56.3KClosed |
$2.82M - $2.97M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.93KClosed |
$96.6K - $102K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.3K- 99.85% |
$65.1K - $68.6K
|
2
$48.8
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
683New |
$34.2K - $36K
|
683
$16.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-18.2KClosed |
$913K - $963K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-26.9KClosed |
$1.34M - $1.42M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$918K - $967K
|
0
$0
|
|