Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.15K- 38.77% |
$151K - $154K
|
4.97K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.79K- 1.78% |
$85.6K - $87.7K
|
98.8K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.65K- 11.15% |
$79K - $80.9K
|
13.2K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 27.51% |
$69.3K - $71K
|
3.82K
$92.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.41K- 22.54% |
$67.4K - $69K
|
4.84K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 74.51% |
$65K - $66.6K
|
465
$11.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 4.44% |
$18.5K - $18.9K
|
8.31K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-343- 72.52% |
$16.4K - $16.8K
|
130
$3.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-319Closed |
$15.3K - $15.6K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-233Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-82- 2.14% |
$3.92K - $4.02K
|
3.75K
$90.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 86.49% |
$1.53K - $1.57K
|
5
$121
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-9- 0.19% |
$431 - $441
|
4.69K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$335 - $343
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-963K- 99.37% |
$46.8M - $48M
|
6.1K
$148K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.7KClosed |
$277K - $285K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.11K- 50.0% |
$151K - $155K
|
3.11K
$75.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.86K- 0.89% |
$90.3K - $92.6K
|
206K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 25.38% |
$72.9K - $74.7K
|
4.4K
$107K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.34K- 10.48% |
$65K - $66.6K
|
11.4K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-620- 4.06% |
$30.2K - $30.9K
|
14.7K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-581- 11.1% |
$28.3K - $29K
|
4.65K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-226- 51.13% |
$11K - $11.3K
|
216
$5.23K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-167Closed |
$8.12K - $8.33K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-69- 74.19% |
$3.36K - $3.44K
|
24
$581
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 32.25% |
$500K - $530K
|
22.3K
$540K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.46K- 34.87% |
$210K - $222K
|
8.33K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.11K- 23.53% |
$146K - $155K
|
10.1K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-650- 8.52% |
$30.6K - $32.4K
|
6.98K
$169K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-198- 0.19% |
$9.32K - $9.87K
|
106K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-71- 78.02% |
$3.34K - $3.54K
|
20
$484
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.17K - $2.29K
|
4.55K
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 50.0% |
$1.65K - $1.75K
|
35
$847
|
|
| Q3 2023 | |||||||
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-73K- 24.81% |
$3.49M - $3.62M
|
221K
$5.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.3K- 64.13% |
$587K - $609K
|
6.87K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.62K- 41.21% |
$268K - $278K
|
8.01K
$194K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.15K- 51.48% |
$246K - $255K
|
4.85K
$117K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.83K- 40.78% |
$183K - $190K
|
5.57K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.15K- 41.37% |
$151K - $156K
|
4.47K
$108K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-626- 4.85% |
$29.9K - $31K
|
12.3K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-152- 4.17% |
$7.26K - $7.54K
|
3.49K
$84.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 99.21% |
$5.97K - $6.2K
|
1
$24.2
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$230K - $238K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-964- 7.15% |
$47.5K - $49.1K
|
12.5K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-524- 11.22% |
$25.8K - $26.7K
|
4.15K
$100K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-474- 7.63% |
$23.3K - $24.2K
|
5.74K
$139K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-247- 71.8% |
$12.2K - $12.6K
|
97
$2.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-124- 99.2% |
$6.11K - $6.32K
|
1
$24.2
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 10.1% |
$3.94K - $4.08K
|
712
$17.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 22.42% |
$3.1K - $3.21K
|
218
$5.28K
|
|