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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Capital Advisors Inc
|
SELL
|
- |
-6.41KClosed |
$362K - $367K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 13.95% |
$677 - $686
|
98
$2.39K
|
|
|
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
$1.48M
|
|
|
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
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-637Closed |
$35.9K - $37.1K
|
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 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
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-198KClosed |
$11.2M - $11.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-208Closed |
$11.7K - $12.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.32KClosed |
$74.3K - $76.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.5KClosed |
$366K - $378K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-70Closed |
$3.95K - $4.08K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2Closed |
$113 - $117
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-10.6KClosed |
$598K - $617K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-75Closed |
$4.23K - $4.37K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-520Closed |
$29.3K - $30.3K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
$56.4K - $58.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-98.1KClosed |
$5.69M - $5.75M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
700New |
$40.6K - $41K
|
700
$17.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.52KClosed |
$88.3K - $89.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-80Closed |
$4.64K - $4.69K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.73KClosed |
$274K - $278K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.99KClosed |
$115K - $117K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Windham Capital Management, LLC
|
BUY
|
- |
137+ 3.37% |
$7.94K - $8.03K
|
4.2K
$102K
|
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-236Closed |
$13.7K - $13.8K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.52KClosed |
$204K - $206K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-32Closed |
$1.86K - $1.88K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.4KNew |
$660K - $667K
|
11.4K
$277K
|
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-91.9KClosed |
$5.33M - $5.39M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
53.9KNew |
$3.12M - $3.16M
|
53.9K
$1.31M
|
|
| Q3 2020 | |||||||
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-27.2KClosed |
$1.59M - $1.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-6.23KClosed |
$365K - $368K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-103Closed |
$6.03K - $6.07K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-94Closed |
$5.5K - $5.54K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-244Closed |
$14.3K - $14.4K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
SELL
|
- |
-29.5KClosed |
$1.72M - $1.74M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$69.7K - $70.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.04K+ 973.31% |
$409K - $414K
|
7.76K
$189K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-41KClosed |
$2.39M - $2.42M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.52KClosed |
$205K - $207K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-225Closed |
$13.1K - $13.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-828Closed |
$48.2K - $48.7K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-552Closed |
$32.1K - $32.5K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7KClosed |
$622K - $629K
|
0
$0
|
|