Purchases and Sales Made in Q4 2021 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.06K+ 1.4% |
$59.3K - $60.4K
|
77.3K
$1.87M
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
966+ 19.78% |
$53.9K - $54.9K
|
5.85K
$142K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
933New |
$52.1K - $53K
|
933
$22.6K
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
900New |
$50.2K - $51.1K
|
900
$21.8K
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
827+ 4.27% |
$46.2K - $47K
|
20.2K
$488K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
797+ 11.1% |
$44.5K - $45.3K
|
7.97K
$193K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
725+ 20.58% |
$40.5K - $41.2K
|
4.25K
$103K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
712+ 153.45% |
$39.7K - $40.4K
|
1.18K
$28.5K
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
699New |
$39K - $39.7K
|
699
$16.9K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
683+ 41.95% |
$38.1K - $38.8K
|
2.31K
$55.9K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
671+ 8.7% |
$37.5K - $38.1K
|
8.38K
$203K
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
642+ 12.01% |
$35.8K - $36.5K
|
5.99K
$145K
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
574+ 8.6% |
$32K - $32.6K
|
7.25K
$175K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
550New |
$30.7K - $31.2K
|
550
$13.3K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
540+ 3.82% |
$30.1K - $30.7K
|
14.7K
$355K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
481+ 9.71% |
$26.8K - $27.3K
|
5.44K
$132K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
480+ 8000.0% |
$26.8K - $27.3K
|
486
$11.8K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
399+ 3.14% |
$22.3K - $22.7K
|
13.1K
$317K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
387New |
$21.6K - $22K
|
387
$9.37K
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
375+ 4.88% |
$20.9K - $21.3K
|
8.06K
$195K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
261New |
$14.6K - $14.8K
|
261
$6.32K
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
220+ 0.19% |
$12.3K - $12.5K
|
116K
$2.81M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
216+ 7.01% |
$12.1K - $12.3K
|
3.3K
$79.8K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
215New |
$12K - $12.2K
|
215
$5.2K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
195New |
$10.9K - $11.1K
|
195
$4.72K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
178+ 4.28% |
$9.94K - $10.1K
|
4.34K
$105K
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
177+ 1.2% |
$9.88K - $10.1K
|
15K
$362K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
164New |
$9.15K - $9.32K
|
164
$3.97K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
141New |
$7.87K - $8.01K
|
141
$3.41K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
138+ 2.16% |
$7.7K - $7.84K
|
6.53K
$158K
|
|
Jan 25, 2022
Q4 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
137+ 0.52% |
$7.65K - $7.78K
|
26.7K
$647K
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
137+ 3.13% |
$7.65K - $7.78K
|
4.52K
$109K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
109+ 2.23% |
$6.08K - $6.19K
|
5K
$121K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
99New |
$5.53K - $5.62K
|
99
$2.4K
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
97+ 1.11% |
$5.41K - $5.51K
|
8.8K
$213K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
94+ 0.81% |
$5.25K - $5.34K
|
11.7K
$283K
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
93+ 1.21% |
$5.19K - $5.28K
|
7.8K
$189K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
91New |
$5.08K - $5.17K
|
91
$2.2K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
87+ 52.73% |
$4.86K - $4.94K
|
252
$6.1K
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
65+ 0.75% |
$3.63K - $3.69K
|
8.78K
$212K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
59+ 0.32% |
$3.29K - $3.35K
|
18.7K
$454K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
50New |
$2.79K - $2.84K
|
50
$1.21K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49+ 0.34% |
$2.74K - $2.78K
|
14.5K
$350K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
49+ 0.16% |
$2.74K - $2.78K
|
30.5K
$737K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
$2.51K - $2.56K
|
45
$1.09K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45New |
$2.51K - $2.56K
|
45
$1.09K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$2.23K - $2.27K
|
40
$968
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.39% |
$1.95K - $1.99K
|
8.97K
$217K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
31+ 0.31% |
$1.73K - $1.76K
|
9.94K
$241K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
29New |
$1.62K - $1.65K
|
29
$702
|