Purchases and Sales Made in Q3 2022 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.59K- 2.16% |
$467K - $504K
|
434K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.77K- 25.91% |
$476K - $513K
|
27.9K
$681K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-11K- 5.82% |
$533K - $576K
|
177K
$4.33M
|
|
|
Oct 04, 2022
Q3 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-11.6K- 4.2% |
$567K - $612K
|
265K
$6.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.8K- 9.29% |
$573K - $618K
|
115K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14K- 38.5% |
$683K - $737K
|
22.4K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.1K- 5.76% |
$688K - $743K
|
231K
$5.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 53.9% |
$806K - $870K
|
14.2K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-17K- 2.04% |
$827K - $893K
|
816K
$19.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-17.4K- 11.19% |
$845K - $912K
|
138K
$3.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.8K- 69.18% |
$916K - $989K
|
8.39K
$205K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.8K- 9.72% |
$962K - $1.04M
|
184K
$4.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.8K- 21.45% |
$1.06M - $1.14M
|
79.6K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-24K- 6.76% |
$1.17M - $1.26M
|
331K
$8.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30.9K- 61.17% |
$1.5M - $1.62M
|
19.6K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.8K- 97.91% |
$1.84M - $1.98M
|
806
$19.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.2K- 10.6% |
$2M - $2.16M
|
347K
$8.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-42.4K- 55.05% |
$2.06M - $2.23M
|
34.6K
$844K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
SELL
|
- |
-44.8K- 14.32% |
$2.18M - $2.36M
|
268K
$6.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-45.3K- 87.66% |
$2.21M - $2.38M
|
6.38K
$156K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-45.5K- 32.25% |
$2.21M - $2.39M
|
95.5K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-46K- 66.29% |
$2.24M - $2.41M
|
23.4K
$570K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-46.5K- 7.98% |
$2.26M - $2.44M
|
536K
$13.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-47K- 28.73% |
$2.29M - $2.47M
|
117K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-53.5K- 60.53% |
$2.6M - $2.81M
|
34.9K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.4K- 16.21% |
$2.94M - $3.18M
|
312K
$7.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-114K- 18.21% |
$5.57M - $6.01M
|
514K
$12.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-142K- 87.8% |
$6.9M - $7.44M
|
19.7K
$480K
|
|
|
Apr 05, 2024
Q3 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-636K- 51.3% |
$31M - $33.4M
|
604K
$14.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-810K- 34.6% |
$39.4M - $42.5M
|
1.53M
$37.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.49M- 68.3% |
$72.3M - $78M
|
689K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.49M- 68.3% |
$72.3M - $78M
|
689K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.64M- 28.25% |
$80M - $86.4M
|
4.18M
$102M
|