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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.67K- 63.78% |
$130K - $135K
|
1.52K
$37K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.68K- 5.5% |
$130K - $136K
|
46.1K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.19K- 28.62% |
$155K - $162K
|
7.97K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.29K- 10.01% |
$160K - $167K
|
29.6K
$723K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.48K- 19.5% |
$169K - $177K
|
14.4K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.61K- 36.75% |
$175K - $183K
|
6.22K
$152K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.93K- 9.44% |
$191K - $200K
|
37.8K
$922K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.07K- 67.97% |
$197K - $206K
|
1.92K
$46.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.69K- 11.94% |
$228K - $238K
|
34.6K
$846K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.17K- 5.97% |
$251K - $263K
|
81.4K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.28K- 60.3% |
$256K - $268K
|
3.48K
$85K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.32K- 57.64% |
$258K - $270K
|
3.91K
$95.5K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.39K- 16.08% |
$262K - $274K
|
28.1K
$687K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.6K- 12.49% |
$272K - $284K
|
39.2K
$958K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-5.65K- 51.57% |
$274K - $287K
|
5.3K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.86KClosed |
$285K - $298K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.01K- 7.17% |
$292K - $305K
|
77.8K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.06K- 17.74% |
$294K - $308K
|
28.1K
$687K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.15K- 16.45% |
$298K - $312K
|
31.2K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-6.43K- 23.64% |
$312K - $327K
|
20.8K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.45K- 9.66% |
$313K - $328K
|
60.3K
$1.47M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.96K- 7.92% |
$338K - $353K
|
81K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.22K- 15.87% |
$351K - $367K
|
38.3K
$935K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.24K- 19.62% |
$352K - $368K
|
29.7K
$725K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7.25K- 62.52% |
$352K - $368K
|
4.35K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.3K- 1.26% |
$354K - $371K
|
574K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.23K- 11.27% |
$400K - $418K
|
64.8K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.25K- 28.02% |
$400K - $419K
|
21.2K
$518K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.51K- 29.62% |
$413K - $432K
|
20.2K
$494K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.84K- 63.79% |
$429K - $449K
|
5.02K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.93K- 3.69% |
$434K - $453K
|
233K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.96K- 49.02% |
$435K - $455K
|
9.32K
$228K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-9.09K- 23.07% |
$441K - $461K
|
30.3K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.44K- 72.41% |
$458K - $479K
|
3.6K
$87.9K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.51K- 4.23% |
$462K - $483K
|
215K
$5.26M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-10.9K- 31.07% |
$528K - $552K
|
24.1K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.9K- 45.36% |
$579K - $605K
|
14.4K
$351K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-13.1K- 97.9% |
$636K - $665K
|
281
$6.86K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.7K- 3.32% |
$665K - $695K
|
399K
$9.74M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-14K- 24.64% |
$678K - $709K
|
42.7K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1K- 30.4% |
$734K - $768K
|
34.6K
$846K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-15.4K- 4.07% |
$750K - $784K
|
364K
$8.9M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17.1K- 42.29% |
$832K - $870K
|
23.4K
$571K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-18.2K- 49.31% |
$883K - $924K
|
18.7K
$457K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.7K- 10.83% |
$906K - $947K
|
154K
$3.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-19K- 74.73% |
$923K - $965K
|
6.42K
$157K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.5K- 6.03% |
$946K - $990K
|
304K
$7.42M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.8K- 41.93% |
$1.06M - $1.11M
|
30.2K
$738K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.1K- 60.3% |
$1.12M - $1.17M
|
15.2K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 41.15% |
$1.24M - $1.3M
|
36.5K
$892K
|