Purchases and Sales Made in Q1 2023 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2023. 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 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200+ 0.74% |
$9.71K - $10.2K
|
27.1K
$661K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196New |
$9.52K - $9.95K
|
196
$4.78K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
184+ 5.69% |
$8.93K - $9.34K
|
3.42K
$83.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
181+ 0.4% |
$8.79K - $9.19K
|
45.4K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
174+ 2.72% |
$8.45K - $8.84K
|
6.57K
$160K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
168+ 0.07% |
$8.16K - $8.53K
|
228K
$5.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
167+ 0.49% |
$8.11K - $8.48K
|
34.3K
$836K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
142+ 1775.0% |
$6.89K - $7.21K
|
150
$3.66K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
126New |
$6.12K - $6.4K
|
126
$3.07K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
125New |
$6.07K - $6.35K
|
125
$3.05K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
114+ 0.45% |
$5.53K - $5.79K
|
25.7K
$626K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
103+ 0.25% |
$5K - $5.23K
|
40.8K
$995K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
102+ 0.49% |
$4.95K - $5.18K
|
20.8K
$508K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
97New |
$4.71K - $4.93K
|
97
$2.37K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
74+ 1.54% |
$3.59K - $3.76K
|
4.87K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
44+ 0.47% |
$2.14K - $2.23K
|
9.34K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 1.03% |
$2.14K - $2.23K
|
4.32K
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
42+ 6.49% |
$2.04K - $2.13K
|
689
$16.8K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
40+ 6.42% |
$1.94K - $2.03K
|
663
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36New |
$1.75K - $1.83K
|
36
$878
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33New |
$1.6K - $1.68K
|
33
$805
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
32+ 0.04% |
$1.55K - $1.62K
|
79.7K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 1.9% |
$1.41K - $1.47K
|
1.56K
$38K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
26+ 0.56% |
$1.26K - $1.32K
|
4.67K
$114K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
26+ 0.35% |
$1.26K - $1.32K
|
7.46K
$182K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.24% |
$1.21K - $1.27K
|
10.2K
$250K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21New |
$1.02K - $1.07K
|
21
$512
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
18+ 3.99% |
$874 - $914
|
469
$11.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9New |
$437 - $457
|
9
$220
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 0.73% |
$437 - $457
|
1.23K
$30.1K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.14% |
$388 - $406
|
5.91K
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
7New |
$340 - $355
|
7
$171
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.04% |
$291 - $305
|
15.5K
$379K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6+ 0.1% |
$291 - $305
|
6.16K
$150K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$243 - $254
|
4.34K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.78% |
$97.1 - $102
|
259
$6.32K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.41% |
$48.6 - $50.8
|
243
$5.93K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 10.0% |
$48.6 - $50.8
|
11
$268
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 0.78% |
$48.6 - $50.8
|
130
$3.17K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.15% |
$48.6 - $50.8
|
88
$2.15K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.04% |
$48.6 - $50.8
|
50
$1.22K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 1.61% |
$48.6 - $50.8
|
61
$1.49K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.67% |
$97.1 - $102
|
298
$7.27K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2- 0.01% |
$97.1 - $102
|
16.1K
$393K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4Closed |
$194 - $203
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 53.85% |
$340 - $355
|
6
$146
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 7.0% |
$340 - $355
|
93
$2.27K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-8- 0.19% |
$388 - $406
|
4.13K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-23- 24.47% |
$1.12K - $1.17K
|
71
$1.73K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.09% |
$1.6K - $1.68K
|
35.5K
$866K
|