Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2New |
$113 - $115
|
2
$48.4
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
60.8KNew |
$3.43M - $3.48M
|
60.8K
$1.47M
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
498New |
$28.1K - $28.5K
|
498
$12.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$2.76K - $2.8K
|
49
$1.19K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 13.95% |
$677 - $686
|
98
$2.37K
|
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.79% |
$56.4 - $57.2
|
57
$1.38K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
53.9KNew |
$3.12M - $3.16M
|
53.9K
$1.3M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.4KNew |
$660K - $667K
|
11.4K
$275K
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
700New |
$40.6K - $41K
|
700
$16.9K
|
|
|
Feb 09, 2021
Q4 2020
|
Windham Capital Management, LLC
|
BUY
|
- |
137+ 3.37% |
$7.94K - $8.03K
|
4.2K
$102K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.04K+ 973.31% |
$409K - $414K
|
7.76K
$188K
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
State Street Corp
Boston, MA |
BUY
|
- |
1.45MNew |
$79.8M - $85.2M
|
1.45M
$35.1M
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
65New |
$3.58K - $3.82K
|
65
$1.57K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
64New |
N/A
|
64
$1.55K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.2
|
|