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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-66Closed |
$3.68K - $3.75K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.14K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-6Closed |
$335 - $341
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$167 - $170
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$55.8 - $56.8
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.2KClosed |
$1.26M - $1.28M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.46KClosed |
$366K - $372K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.74KClosed |
$268K - $273K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-3.65KClosed |
$207K - $211K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-335Closed |
$19K - $19.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-278Closed |
$15.7K - $16K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-48Closed |
$2.72K - $2.77K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-15Closed |
$849 - $864
|
0
$0
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-57.4KClosed |
$3.23M - $3.28M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.44KClosed |
$419K - $425K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Capital Advisors Inc
|
SELL
|
- |
-6.41KClosed |
$362K - $367K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.3KClosed |
$355K - $360K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.68KClosed |
$94.7K - $96K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12KClosed |
$63K - $63.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-975Closed |
$55K - $55.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-546Closed |
$30.8K - $31.2K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-375Closed |
$21.1K - $21.4K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-231Closed |
$13K - $13.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-182Closed |
$10.3K - $10.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-103Closed |
$5.81K - $5.89K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59Closed |
$3.33K - $3.37K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-40Closed |
$2.26K - $2.29K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29Closed |
$1.64K - $1.66K
|
0
$0
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26Closed |
$1.47K - $1.49K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-19Closed |
$1.07K - $1.09K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-198KClosed |
$11.2M - $11.5M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-37.4KClosed |
$2.11M - $2.18M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-10.6KClosed |
$598K - $617K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.5KClosed |
$366K - $378K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-3.45KClosed |
$195K - $201K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.32KClosed |
$74.3K - $76.7K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
$56.4K - $58.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-947Closed |
$53.4K - $55.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-637Closed |
$35.9K - $37.1K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-520Closed |
$29.3K - $30.3K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-208Closed |
$11.7K - $12.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117Closed |
$6.6K - $6.82K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-75Closed |
$4.23K - $4.37K
|
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
|
|
Q4 2020 | |||||||
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-98.1KClosed |
$5.69M - $5.75M
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-91.9KClosed |
$5.33M - $5.39M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.73KClosed |
$274K - $278K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.52KClosed |
$204K - $206K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.99KClosed |
$115K - $117K
|
0
$0
|