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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.09% |
$1.6K - $1.68K
|
35.5K
$869K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-45- 0.52% |
$2.18K - $2.29K
|
8.6K
$211K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-77- 0.39% |
$3.74K - $3.91K
|
19.5K
$476K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-94- 0.93% |
$4.56K - $4.77K
|
10K
$246K
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-99- 0.72% |
$4.81K - $5.03K
|
13.6K
$333K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-99- 81.15% |
$4.81K - $5.03K
|
23
$563
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-102- 32.18% |
$4.95K - $5.18K
|
215
$5.27K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-107- 0.79% |
$5.19K - $5.43K
|
13.4K
$328K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-139- 61.5% |
$6.75K - $7.06K
|
87
$2.13K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-142- 94.67% |
$6.89K - $7.21K
|
8
$196
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-162- 2.62% |
$7.87K - $8.23K
|
6.01K
$147K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-187- 2.95% |
$9.08K - $9.5K
|
6.15K
$151K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-194- 0.73% |
$9.42K - $9.85K
|
26.6K
$650K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-197- 0.82% |
$9.56K - $10K
|
23.9K
$584K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-238- 49.07% |
$11.6K - $12.1K
|
247
$6.05K
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-270- 1.81% |
$13.1K - $13.7K
|
14.6K
$359K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-331- 5.12% |
$16.1K - $16.8K
|
6.14K
$150K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-332- 0.72% |
$16.1K - $16.9K
|
46K
$1.13M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-349- 35.25% |
$16.9K - $17.7K
|
641
$15.7K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-359- 0.43% |
$17.4K - $18.2K
|
83.9K
$2.05M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-398- 80.57% |
$19.3K - $20.2K
|
96
$2.35K
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-432- 3.13% |
$21K - $21.9K
|
13.4K
$327K
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-442- 3.17% |
$21.5K - $22.4K
|
13.5K
$330K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-533- 5.64% |
$25.9K - $27.1K
|
8.92K
$219K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-565- 10.01% |
$27.4K - $28.7K
|
5.08K
$124K
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-591- 5.75% |
$28.7K - $30K
|
9.69K
$237K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-668- 3.97% |
$32.4K - $33.9K
|
16.2K
$396K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-684- 2.7% |
$33.2K - $34.7K
|
24.7K
$604K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-700- 5.77% |
$34K - $35.5K
|
11.4K
$280K
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-715- 15.27% |
$34.7K - $36.3K
|
3.97K
$97.1K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-717- 2.79% |
$34.8K - $36.4K
|
24.9K
$611K
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-798- 1.0% |
$38.7K - $40.5K
|
78.7K
$1.93M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 14.2% |
$49K - $51.2K
|
6.1K
$149K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.01K- 24.62% |
$49.1K - $51.3K
|
3.1K
$75.8K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.02K- 13.35% |
$49.4K - $51.6K
|
6.6K
$162K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 19.31% |
$49.5K - $51.8K
|
4.26K
$104K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.02K- 2.84% |
$49.6K - $51.9K
|
35K
$857K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 89.1% |
$50.4K - $52.7K
|
127
$3.11K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.82% |
$52.1K - $54.5K
|
58K
$1.42M
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.2K- 15.62% |
$58.3K - $60.9K
|
6.48K
$159K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.31K- 53.37% |
$63.5K - $66.4K
|
1.14K
$28K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 8.14% |
$64.2K - $67.1K
|
14.9K
$365K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 13.09% |
$67.2K - $70.3K
|
9.2K
$225K
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.39K- 13.79% |
$67.6K - $70.7K
|
8.71K
$213K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.42K- 36.94% |
$68.7K - $71.9K
|
2.42K
$59.2K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.43K- 97.81% |
$69.5K - $72.7K
|
32
$784
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.87K- 18.22% |
$90.7K - $94.9K
|
8.39K
$205K
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-2.05K- 1.28% |
$99.3K - $104K
|
158K
$3.87M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 3.48% |
$106K - $111K
|
60.5K
$1.48M
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.28K- 14.84% |
$110K - $116K
|
13.1K
$320K
|