Purchases and Sales Made in Q1 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB INTERMEDIATE-TERM US TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
920+ 21.6% |
$48.5K - $51.4K
|
5.18K
$127K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
909+ 10.13% |
$47.9K - $50.8K
|
9.88K
$241K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
880New |
$46.4K - $49.1K
|
880
$21.5K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
830+ 1.01% |
$43.8K - $46.3K
|
82.7K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
814New |
$42.9K - $45.5K
|
814
$19.9K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
780New |
$41.1K - $43.6K
|
780
$19.1K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
772+ 2.92% |
$40.7K - $43.1K
|
27.2K
$664K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
665+ 1.14% |
$35.1K - $37.1K
|
59K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
662New |
$34.9K - $37K
|
662
$16.2K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
630New |
$33.2K - $35.2K
|
630
$15.4K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
620New |
$32.7K - $34.6K
|
620
$15.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
541+ 10.82% |
$28.5K - $30.2K
|
5.54K
$135K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
496+ 113.5% |
$26.1K - $27.7K
|
933
$22.8K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
457+ 7.63% |
$24.1K - $25.5K
|
6.44K
$157K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
412+ 1.53% |
$21.7K - $23K
|
27.4K
$668K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
368New |
$19.4K - $20.5K
|
368
$8.99K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
286+ 2.18% |
$15.1K - $16K
|
13.4K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
281+ 3.03% |
$14.8K - $15.7K
|
9.54K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 12850.0% |
$13.5K - $14.4K
|
259
$6.33K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
253+ 122.22% |
$13.3K - $14.1K
|
460
$11.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
250+ 3.1% |
$13.2K - $14K
|
8.31K
$203K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 100.0% |
$10.5K - $11.2K
|
400
$9.77K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
197+ 1.34% |
$10.4K - $11K
|
14.9K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
181+ 7.83% |
$9.54K - $10.1K
|
2.49K
$60.9K
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
178+ 0.26% |
$9.38K - $9.94K
|
70K
$1.71M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
178+ 0.26% |
$9.38K - $9.94K
|
70K
$1.71M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
165New |
$8.7K - $9.21K
|
165
$4.03K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
145+ 0.48% |
$7.64K - $8.1K
|
30.6K
$747K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
144+ 3.32% |
$7.59K - $8.04K
|
4.49K
$110K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
126New |
$6.64K - $7.04K
|
126
$3.08K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
95+ 102.15% |
$5.01K - $5.3K
|
188
$4.59K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
91+ 11.83% |
$4.8K - $5.08K
|
860
$21K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 89.33% |
$3.53K - $3.74K
|
142
$3.47K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 0.35% |
$3.43K - $3.63K
|
18.9K
$461K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
62+ 1.58% |
$3.27K - $3.46K
|
3.99K
$97.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
54+ 0.64% |
$2.85K - $3.02K
|
8.44K
$206K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 3.35% |
$2.85K - $3.02K
|
1.67K
$40.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
51+ 0.78% |
$2.69K - $2.85K
|
6.58K
$161K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 33.78% |
$2.64K - $2.79K
|
198
$4.84K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
49New |
$2.58K - $2.74K
|
49
$1.2K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
44New |
$2.32K - $2.46K
|
44
$1.07K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
42New |
$2.21K - $2.35K
|
42
$1.03K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38New |
$2K - $2.12K
|
38
$928
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
37New |
$1.95K - $2.07K
|
37
$904
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.9K - $2.01K
|
36
$879
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
34+ 170.0% |
$1.79K - $1.9K
|
54
$1.32K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
31+ 0.17% |
$1.63K - $1.73K
|
18.8K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$1.58K - $1.68K
|
30
$733
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 0.91% |
$1.58K - $1.68K
|
3.33K
$81.3K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 14.58% |
$1.11K - $1.17K
|
165
$4.03K
|