Purchases and Sales Made in Q1 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2024. 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 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-20.2K- 80.85% |
$980K - $1.01M
|
4.77K
$117K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 4.21% |
$997K - $1.02M
|
466K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 4.21% |
$997K - $1.02M
|
466K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.4K- 36.73% |
$1.04M - $1.06M
|
36.8K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.8K- 51.73% |
$1.06M - $1.09M
|
20.3K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-25.2K- 43.34% |
$1.23M - $1.26M
|
32.9K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-27.5K- 61.24% |
$1.34M - $1.37M
|
17.4K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30.7K- 7.64% |
$1.49M - $1.53M
|
371K
$9.07M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-30.9K- 42.48% |
$1.5M - $1.54M
|
41.8K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-33.6K- 40.98% |
$1.64M - $1.68M
|
48.4K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-42.7K- 6.62% |
$2.08M - $2.13M
|
602K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 18.16% |
$2.36M - $2.42M
|
219K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62.2K- 48.94% |
$3.03M - $3.1M
|
64.9K
$1.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-62.6K- 8.1% |
$3.04M - $3.12M
|
710K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.3K- 47.4% |
$3.08M - $3.16M
|
70.2K
$1.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-72.5K- 9.46% |
$3.53M - $3.62M
|
694K
$17M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.3K- 5.25% |
$3.57M - $3.66M
|
1.32M
$32.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-80.6K- 99.64% |
$3.92M - $4.02M
|
288
$7.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-87.2K- 89.19% |
$4.24M - $4.35M
|
10.6K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92.8K- 72.28% |
$4.51M - $4.63M
|
35.6K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104K- 84.49% |
$5.07M - $5.2M
|
19.2K
$468K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 21.89% |
$6.36M - $6.52M
|
466K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-270K- 10.47% |
$13.2M - $13.5M
|
2.31M
$56.5M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-293K- 50.57% |
$14.2M - $14.6M
|
286K
$6.99M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-296K- 18.66% |
$14.4M - $14.8M
|
1.29M
$31.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300K- 90.99% |
$14.6M - $14.9M
|
29.7K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-339K- 90.9% |
$16.5M - $16.9M
|
34K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-428K- 35.49% |
$20.8M - $21.3M
|
778K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-499K- 87.97% |
$24.3M - $24.9M
|
68.2K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-513K- 27.91% |
$24.9M - $25.6M
|
1.32M
$32.3M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-963K- 99.37% |
$46.8M - $48M
|
6.1K
$149K
|