Purchases and Sales Made in Q2 2023 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
17.5K
+ 21.46%
$861K - $891K
98.9K $2.41M
Jul 17, 2023 Q2 2023
Mendel Capital Management LLC

BUY
 -
17.1K
+ 224.98%
$842K - $871K
24.7K $602K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
17K
+ 11.55%
$839K - $868K
165K $4.01M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
17K
+ 4.37%
$839K - $868K
407K $9.93M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
16.4K
+ 205.41%
$806K - $834K
24.3K $593K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
16.3K
+ 8.28%
$801K - $829K
213K $5.18M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
16K
+ 23.25%
$789K - $816K
84.9K $2.07M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
14.7K
+ 11.42%
$724K - $749K
143K $3.5M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
13.6K
+ 24.04%
$669K - $693K
70.1K $1.71M
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
12.9K
+ 8.5%
$637K - $659K
165K $4.03M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12K
+ 3.93%
$593K - $613K
318K $7.76M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
12K
+ 7.27%
$589K - $609K
177K $4.31M
Aug 14, 2023 Q2 2023
Greenline Partners, LLC

New York, NY
BUY
 -
11.6K
+ 2.99%
$572K - $592K
400K $9.76M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
11.2K
+ 3.55%
$553K - $572K
327K $7.99M
Aug 11, 2023 Q2 2023
Flc Capital Advisors

BUY
 -
11.2K
+ 3.07%
$551K - $570K
375K $9.16M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
11K
+ 15.72%
$540K - $559K
80.8K $1.97M
Jul 11, 2023 Q2 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
10.3K
+ 4.08%
$505K - $523K
262K $6.38M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
10K
+ 0.56%
$493K - $510K
1.78M $43.4M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
9.99K
+ 35.94%
$492K - $509K
37.8K $921K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
9.49K
New
$467K - $484K
9.49K $231K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.33K
+ 215.9%
$460K - $476K
13.7K $333K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.32K
+ 8.1%
$459K - $475K
124K $3.03M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
8.9K
+ 55.79%
$438K - $453K
24.8K $606K
Aug 10, 2023 Q2 2023
West Hill Financial Advisors, Inc.

BUY
 -
8.89K
+ 2.01%
$438K - $453K
451K $11M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.72K
+ 3.74%
$429K - $444K
242K $5.89M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
8.68K
New
$428K - $442K
8.68K $212K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
8.25K
+ 13.64%
$406K - $420K
68.8K $1.68M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.98K
+ 3.46%
$393K - $407K
239K $5.83M
Aug 03, 2023 Q2 2023
Asio Capital, LLC

BUY
 -
7.46K
+ 11.51%
$368K - $380K
72.3K $1.76M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
7.44K
+ 82.38%
$366K - $379K
16.5K $402K
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
7.39K
+ 24.37%
$364K - $376K
37.7K $919K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
6.98K
+ 8.79%
$344K - $356K
86.4K $2.11M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
6.65K
+ 12.04%
$327K - $339K
61.9K $1.51M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
6.58K
+ 14.48%
$324K - $335K
52K $1.27M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
5.7K
+ 23.1%
$281K - $290K
30.4K $740K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
5.65K
+ 86.87%
$278K - $288K
12.2K $297K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
5.65K
+ 8.93%
$278K - $288K
68.9K $1.68M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
5.55K
+ 5.79%
$273K - $283K
101K $2.47M
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
5.52K
+ 6.88%
$272K - $281K
85.7K $2.09M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.49K
New
$270K - $280K
5.49K $134K
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
5.48K
New
$270K - $279K
5.48K $134K
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
5.34K
New
$263K - $272K
5.34K $130K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
5.16K
New
$254K - $263K
5.16K $126K
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
5K
New
$246K - $255K
5K $122K
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
4.97K
+ 51.11%
$245K - $253K
14.7K $358K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.83K
+ 5.96%
$238K - $246K
86K $2.1M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
4.66K
+ 0.56%
$229K - $237K
831K $20.3M
Jul 25, 2023 Q2 2023
Atlas Wealth Partners, LLC

Wyomissing, PA
BUY
 -
4.6K
New
$227K - $234K
4.6K $112K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.54K
New
$223K - $231K
4.54K $111K

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