Purchases and Sales Made in Q1 2022 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

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
Apr 13, 2022 Q1 2022
Stonehearth Capital Management, LLC

SELL
 -
-3.97K
Closed
$209K - $222K
0 $0
May 11, 2022 Q1 2022
Delta Investment Management, LLC

SELL
 -
-3.99K
Closed
$210K - $223K
0 $0
May 03, 2022 Q1 2022
Sierra Capital LLC

SELL
 -
-4.29K
Closed
$226K - $239K
0 $0
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

SELL
 -
-4.29K
- 15.27%
$226K - $239K
23.8K $581K
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

SELL
 -
-4.35K
- 6.49%
$229K - $243K
62.7K $1.53M
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-4.41K
- 55.29%
$232K - $246K
3.56K $87K
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

SELL
 -
-4.52K
Closed
$238K - $252K
0 $0
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-4.54K
Closed
$239K - $253K
0 $0
May 09, 2022 Q1 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-4.62K
Closed
$243K - $258K
0 $0
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-4.71K
- 14.68%
$248K - $263K
27.4K $669K
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-5.52K
Closed
$291K - $308K
0 $0
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5.69K
- 22.78%
$300K - $318K
19.3K $472K
May 16, 2022 Q1 2022
Greenline Partners, LLC

New York, NY
SELL
 -
-5.82K
- 70.7%
$307K - $325K
2.41K $58.9K
May 20, 2022 Q1 2022
Simplicity Wealth,Llc

SELL
 -
-6.05K
- 33.21%
$319K - $338K
12.2K $297K
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

SELL
 -
-6.35K
- 20.98%
$335K - $354K
23.9K $584K
May 03, 2022 Q1 2022
Triumph Capital Management

SELL
 -
-6.62K
Closed
$349K - $369K
0 $0
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

SELL
 -
-7.23K
- 32.69%
$381K - $404K
14.9K $364K
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-8.45K
Closed
$445K - $472K
0 $0
May 17, 2022 Q1 2022
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-9.02K
Closed
$476K - $504K
0 $0
May 16, 2022 Q1 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-9.43K
Closed
$497K - $527K
0 $0
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

SELL
 -
-10.5K
- 2.44%
$553K - $586K
420K $10.3M
Apr 26, 2022 Q1 2022
Diligent Investors, LLC

SELL
 -
-10.6K
- 10.91%
$561K - $594K
86.9K $2.12M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-11.5K
- 44.49%
$608K - $644K
14.4K $351K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-11.6K
- 4.96%
$611K - $648K
222K $5.43M
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-12.9K
- 11.05%
$680K - $720K
104K $2.54M
Nov 06, 2024 Q1 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-14.9K
- 45.68%
$785K - $832K
17.7K $433K
May 10, 2022 Q1 2022
Morningstar Investment Management LLC

Chicago, IL
SELL
 -
-15K
- 1.19%
$789K - $836K
1.24M $30.3M
May 06, 2022 Q1 2022
Insight 2811, Inc.

Chicago, IL
SELL
 -
-15.8K
- 64.98%
$831K - $880K
8.49K $207K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-16.8K
- 77.9%
$886K - $938K
4.77K $116K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-19.5K
- 41.22%
$1.03M - $1.09M
27.8K $678K
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-21.8K
- 28.22%
$1.15M - $1.22M
55.5K $1.35M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-22.1K
Closed
$1.16M - $1.23M
0 $0
Apr 28, 2022 Q1 2022
Financial Consulate, Inc

SELL
 -
-27.9K
- 15.16%
$1.47M - $1.56M
156K $3.82M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

SELL
 -
-33.3K
- 12.91%
$1.76M - $1.86M
225K $5.5M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-44.8K
- 6.73%
$2.36M - $2.5M
620K $15.1M
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-47.5K
- 33.06%
$2.5M - $2.65M
96.1K $2.35M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-58.2K
- 15.61%
$3.07M - $3.25M
315K $7.69M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-72.2K
Closed
$3.81M - $4.03M
0 $0
May 03, 2023 Q1 2022
Kilter Howling LLC

Boulder, CO
SELL
 -
-76.5K
Closed
$4.03M - $4.27M
0 $0
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-79.6K
- 24.57%
$4.19M - $4.44M
244K $5.97M
May 09, 2023 Q1 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-80.4K
- 83.87%
$4.24M - $4.49M
15.5K $378K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-89.1K
- 12.75%
$4.7M - $4.97M
610K $14.9M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-106K
- 53.47%
$5.57M - $5.89M
91.9K $2.24M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-113K
Closed
$5.96M - $6.31M
0 $0
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-129K
- 12.69%
$6.82M - $7.22M
890K $21.7M
May 10, 2022 Q1 2022
Marshall Financial Group LLC

SELL
 -
-151K
Closed
$7.95M - $8.42M
0 $0
May 06, 2022 Q1 2022
Hc Advisors, LLC

SELL
 -
-159K
- 47.05%
$8.41M - $8.9M
179K $4.38M
May 06, 2022 Q1 2022
Members Advisory Group LLC

Williamsville, NY
SELL
 -
-286K
Closed
$15.1M - $16M
0 $0
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-290K
- 73.88%
$15.3M - $16.2M
102K $2.5M

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