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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-55.9KClosed |
$3.07M - $3.28M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-33Closed |
$1.82K - $1.94K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.4KClosed |
$242K - $259K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-80.4KClosed |
$4.43M - $4.73M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-21.4KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.2KClosed |
$231K - $247K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.82KClosed |
$99.9K - $102K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-108Closed |
$5.92K - $6.05K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.74KClosed |
$369K - $378K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.97KClosed |
$108K - $110K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.97KClosed |
$327K - $334K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-161Closed |
$8.82K - $9.02K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-186Closed |
$10.2K - $10.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.82KClosed |
$375K - $380K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-194Closed |
$10.7K - $10.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.59KClosed |
$307K - $311K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.01KClosed |
$495K - $502K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.86KClosed |
$212K - $215K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-75Closed |
$4.12K - $4.18K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.5KClosed |
$247K - $251K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39.4KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-44.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-636Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-378KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
64New |
N/A
|
64
$1.55K
|
|
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-957Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.59KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Access Financial Services, Inc.
|
SELL
|
- |
-458KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-133KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-133KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.01KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-144Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-139Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.44KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-961Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.51KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|