Purchases and Sales Made in Q2 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2K+ 72.51% |
$610K - $642K
|
29K
$706K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11.4KNew |
$571K - $601K
|
11.4K
$278K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$556K - $586K
|
11.1K
$271K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.7KNew |
$538K - $567K
|
10.7K
$262K
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
9.81KNew |
$491K - $518K
|
9.81K
$239K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
9.52KNew |
$477K - $502K
|
9.52K
$232K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.29K+ 14.82% |
$465K - $490K
|
72K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.95K+ 40.75% |
$448K - $472K
|
30.9K
$754K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
8.81K+ 15.25% |
$441K - $465K
|
66.6K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
7.81K+ 29.29% |
$391K - $412K
|
34.5K
$841K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.27K+ 46.16% |
$364K - $384K
|
23K
$562K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.1KNew |
$355K - $375K
|
7.1K
$173K
|
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
7.02K+ 14.51% |
$352K - $371K
|
55.4K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.01KNew |
$351K - $370K
|
7.01K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.58K+ 6.67% |
$330K - $347K
|
105K
$2.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
6.36KNew |
$318K - $336K
|
6.36K
$155K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6.07K+ 55.91% |
$304K - $321K
|
16.9K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.96KNew |
$298K - $315K
|
5.96K
$145K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
5.91KNew |
$296K - $312K
|
5.91K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9KNew |
$295K - $311K
|
5.9K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44K+ 10.96% |
$272K - $287K
|
55K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 19.35% |
$265K - $280K
|
32.7K
$797K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.2KNew |
$261K - $275K
|
5.2K
$127K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.19KNew |
$260K - $274K
|
5.19K
$127K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.92K+ 101.48% |
$246K - $260K
|
9.77K
$238K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.59K+ 10.45% |
$230K - $242K
|
48.5K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.48K+ 22.78% |
$224K - $237K
|
24.2K
$589K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$205K - $216K
|
4.09K
$99.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$203K - $214K
|
4.06K
$99K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
3.89K+ 5.31% |
$195K - $205K
|
77.2K
$1.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
3.86KNew |
$193K - $204K
|
3.86K
$94.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.15K+ 2.87% |
$158K - $166K
|
113K
$2.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.07K+ 12.15% |
$154K - $162K
|
28.3K
$691K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.98K+ 126.34% |
$149K - $157K
|
5.34K
$130K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
2.92K+ 27.15% |
$146K - $154K
|
13.7K
$333K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.78K+ 7.08% |
$139K - $147K
|
42.1K
$1.03M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.78K+ 4.8% |
$139K - $147K
|
60.7K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.59K+ 13.41% |
$130K - $137K
|
21.9K
$534K
|
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.25K+ 8.83% |
$113K - $119K
|
27.8K
$677K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.2KNew |
$110K - $116K
|
2.2K
$53.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.17K+ 5.97% |
$109K - $114K
|
38.5K
$939K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.01K+ 10.72% |
$101K - $106K
|
20.8K
$507K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
1.74K+ 20.64% |
$87.2K - $91.9K
|
10.2K
$248K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.64K+ 1.22% |
$81.9K - $86.3K
|
135K
$3.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.53K+ 3.95% |
$76.4K - $80.5K
|
40.2K
$979K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.5K+ 372.46% |
$75.2K - $79.2K
|
1.9K
$46.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.49KNew |
$74.7K - $78.7K
|
1.49K
$36.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.36K+ 31.05% |
$68.3K - $71.9K
|
5.75K
$140K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36K+ 144.07% |
$68.1K - $71.8K
|
2.3K
$56.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.36K+ 6.02% |
$68K - $71.7K
|
23.9K
$584K
|