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 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400Closed |
$22.3K - $22.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
9New |
$502 - $511
|
9
$218
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.14K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
15New |
$837 - $852
|
15
$363
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-70Closed |
$3.91K - $3.98K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-21.1KClosed |
$1.18M - $1.2M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-6Closed |
$335 - $341
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.08KClosed |
$228K - $232K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-230Closed |
$12.8K - $13.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-66Closed |
$3.68K - $3.75K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-76Closed |
$4.24K - $4.32K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.61KClosed |
$201K - $205K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.46KClosed |
$366K - $372K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-278Closed |
$15.7K - $16K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-15Closed |
$849 - $864
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-48Closed |
$2.72K - $2.77K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.2KClosed |
$1.26M - $1.28M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-335Closed |
$19K - $19.3K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.74KClosed |
$268K - $273K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2New |
$113 - $115
|
2
$48.4
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-3.65KClosed |
$207K - $211K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.79% |
$56.4 - $57.2
|
57
$1.38K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26Closed |
$1.47K - $1.49K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29Closed |
$1.64K - $1.66K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12KClosed |
$63K - $63.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-975Closed |
$55K - $55.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-546Closed |
$30.8K - $31.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
498New |
$28.1K - $28.5K
|
498
$12.1K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59Closed |
$3.33K - $3.37K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-231Closed |
$13K - $13.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-103Closed |
$5.81K - $5.89K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Advisors Inc
|
SELL
|
- |
-6.41KClosed |
$362K - $367K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-57.4KClosed |
$3.23M - $3.28M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-40Closed |
$2.26K - $2.29K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.68KClosed |
$94.7K - $96K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 13.95% |
$677 - $686
|
98
$2.37K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-375Closed |
$21.1K - $21.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-19Closed |
$1.07K - $1.09K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
60.8KNew |
$3.43M - $3.48M
|
60.8K
$1.47M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-182Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.44KClosed |
$419K - $425K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.3KClosed |
$355K - $360K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117Closed |
$6.6K - $6.82K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-37.4KClosed |
$2.11M - $2.18M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-637Closed |
$35.9K - $37.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-3.45KClosed |
$195K - $201K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-947Closed |
$53.4K - $55.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-208Closed |
$11.7K - $12.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-198KClosed |
$11.2M - $11.5M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.32KClosed |
$74.3K - $76.7K
|
0
$0
|
|