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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 21.72% |
$2.36K - $2.45K
|
173
$4.19K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8- 0.17% |
$394 - $408
|
4.74K
$115K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-293KClosed |
$14.2M - $14.9M
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-19K- 74.73% |
$923K - $965K
|
6.42K
$155K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1K- 30.4% |
$734K - $768K
|
34.6K
$838K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.86KClosed |
$285K - $298K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.32K- 57.64% |
$258K - $270K
|
3.91K
$94.6K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.28K- 60.3% |
$256K - $268K
|
3.48K
$84.2K
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-715- 15.27% |
$34.7K - $36.3K
|
3.97K
$96K
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-591- 5.75% |
$28.7K - $30K
|
9.69K
$235K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-197- 0.82% |
$9.56K - $10K
|
23.9K
$577K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-99- 81.15% |
$4.81K - $5.03K
|
23
$557
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 53.85% |
$340 - $355
|
6
$145
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-26.6K- 68.88% |
$1.28M - $1.34M
|
12K
$291K
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-6.57K- 37.11% |
$316K - $330K
|
11.1K
$270K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.92K- 78.7% |
$189K - $197K
|
1.06K
$25.7K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 0.77% |
$88.3K - $92.1K
|
236K
$5.72M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-1.07K- 74.77% |
$51.5K - $53.8K
|
361
$8.74K
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-726- 14.19% |
$34.9K - $36.5K
|
4.39K
$106K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-249Closed |
$12K - $12.5K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 18.16% |
$4.67K - $4.87K
|
437
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-35- 0.72% |
$1.68K - $1.76K
|
4.83K
$117K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.77K- 25.91% |
$476K - $513K
|
27.9K
$676K
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5K- 3.42% |
$243K - $262K
|
141K
$3.42M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 96.84% |
$169K - $182K
|
113
$2.73K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.51K- 23.32% |
$122K - $132K
|
8.24K
$199K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.19K- 56.79% |
$107K - $115K
|
1.67K
$40.3K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.81K- 28.52% |
$88.3K - $95.3K
|
4.55K
$110K
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-609- 98.23% |
$29.6K - $32K
|
11
$266
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-598- 0.39% |
$29.1K - $31.4K
|
152K
$3.68M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-476- 3.44% |
$23.2K - $25K
|
13.4K
$323K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-430Closed |
$20.9K - $22.6K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-251- 2.64% |
$12.2K - $13.2K
|
9.27K
$224K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-250- 2.55% |
$12.2K - $13.1K
|
9.56K
$231K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 50.0% |
$9.74K - $10.5K
|
200
$4.84K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-571KClosed |
$28.6M - $30.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-550KClosed |
$27.5M - $29M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-105KClosed |
$5.27M - $5.55M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-56.3KClosed |
$2.82M - $2.97M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29.4K- 49.87% |
$1.47M - $1.55M
|
29.6K
$716K
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-26.9KClosed |
$1.34M - $1.42M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$918K - $967K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-18.2KClosed |
$913K - $963K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-16.1KClosed |
$808K - $852K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.81KClosed |
$441K - $465K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-8.42KClosed |
$422K - $444K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-8.05KClosed |
$403K - $425K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.61K- 28.12% |
$381K - $402K
|
19.5K
$471K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.81KClosed |
$241K - $254K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.25KClosed |
$213K - $224K
|
0
$0
|