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 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-476- 10.74% |
$25.1K - $26.6K
|
3.96K
$96.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-486Closed |
$25.6K - $27.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-488- 88.73% |
$25.7K - $27.2K
|
62
$1.51K
|
|
|
May 16, 2022
Q1 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-500- 0.88% |
$26.4K - $27.9K
|
56.3K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-545- 9.3% |
$28.7K - $30.4K
|
5.32K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-550- 3.62% |
$29K - $30.7K
|
14.7K
$358K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-580- 3.81% |
$30.6K - $32.4K
|
14.7K
$358K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-669- 4.47% |
$35.3K - $37.4K
|
14.3K
$349K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-672- 93.99% |
$35.4K - $37.5K
|
43
$1.05K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-675- 3.86% |
$35.6K - $37.7K
|
16.8K
$411K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-720- 2.47% |
$38K - $40.2K
|
28.5K
$696K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-746- 8.48% |
$39.3K - $41.7K
|
8.05K
$197K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-750- 12.32% |
$39.5K - $41.9K
|
5.34K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-801- 8.06% |
$42.2K - $44.7K
|
9.14K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-833- 22.26% |
$43.9K - $46.5K
|
2.91K
$71.1K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-836- 3.03% |
$44.1K - $46.7K
|
26.7K
$653K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-872- 8.77% |
$46K - $48.7K
|
9.08K
$222K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-900Closed |
$47.4K - $50.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-933Closed |
$49.2K - $52.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.04K- 2.61% |
$54.7K - $57.9K
|
38.6K
$944K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.04K- 13.03% |
$54.8K - $58K
|
6.94K
$169K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.17K- 21.47% |
$61.8K - $65.4K
|
4.29K
$105K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.23K- 2.63% |
$64.7K - $68.6K
|
45.5K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.23K- 4.59% |
$64.7K - $68.6K
|
25.5K
$623K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.24K- 73.38% |
$65.5K - $69.4K
|
451
$11K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.25KClosed |
$65.9K - $69.8K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.28K- 6.56% |
$67.5K - $71.5K
|
18.2K
$445K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.34K- 22.82% |
$70.4K - $74.5K
|
4.52K
$110K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.34K- 25.51% |
$70.9K - $75K
|
3.92K
$95.9K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.17% |
$71.5K - $75.8K
|
115K
$2.81M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.51K- 1.78% |
$79.3K - $84K
|
83.3K
$2.03M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-1.66K- 8.53% |
$87.3K - $92.4K
|
17.8K
$434K
|
|
|
May 11, 2022
Q1 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.83K- 0.97% |
$96.3K - $102K
|
187K
$4.58M
|
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.83K- 1.71% |
$96.4K - $102K
|
105K
$2.57M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.85KClosed |
$97.7K - $103K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.85K- 3.12% |
$97.7K - $104K
|
57.6K
$1.41M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 14.89% |
$100K - $106K
|
10.9K
$265K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 27.63% |
$104K - $111K
|
5.19K
$127K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.09K- 70.36% |
$110K - $117K
|
880
$21.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.11K- 2.95% |
$111K - $118K
|
69.3K
$1.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.32K- 29.16% |
$122K - $129K
|
5.63K
$138K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.66K- 9.0% |
$140K - $148K
|
26.9K
$656K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.81K- 16.45% |
$148K - $157K
|
14.3K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.91K- 2.87% |
$154K - $163K
|
98.7K
$2.41M
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.05K- 10.57% |
$161K - $170K
|
25.8K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.33KClosed |
$175K - $186K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.43K- 33.67% |
$181K - $191K
|
6.75K
$165K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.45K- 8.07% |
$182K - $193K
|
39.3K
$960K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.58KClosed |
$189K - $200K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.72KClosed |
$196K - $208K
|
0
$0
|