Purchases and Sales Made in Q2 2023 in Schwab Intermediate Term Us Tr (SCHR)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.53K+ 6.44% |
$223K - $231K
|
74.9K
$1.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.35KNew |
$214K - $222K
|
4.35K
$106K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.29K+ 21.29% |
$211K - $218K
|
24.4K
$597K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.21KNew |
$207K - $215K
|
4.21K
$103K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.11KNew |
$202K - $209K
|
4.11K
$100K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.82KNew |
$188K - $195K
|
3.82K
$93.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.58K+ 3.23% |
$176K - $182K
|
115K
$2.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
3.5K+ 17.14% |
$172K - $178K
|
23.9K
$584K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.45K+ 12.95% |
$170K - $176K
|
30.1K
$735K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.35K+ 39.92% |
$165K - $171K
|
11.7K
$287K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.29K+ 14.46% |
$162K - $168K
|
26K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
3.23K+ 2.04% |
$159K - $165K
|
161K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 21.02% |
$157K - $163K
|
18.4K
$450K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.19K+ 39.77% |
$157K - $162K
|
11.2K
$274K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.07K+ 8.97% |
$151K - $157K
|
37.3K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.99K+ 43.32% |
$147K - $152K
|
9.89K
$242K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
2.89K+ 7.66% |
$142K - $147K
|
40.6K
$993K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.67K+ 46.83% |
$131K - $136K
|
8.37K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.54K+ 40.79% |
$125K - $129K
|
8.75K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.51K+ 30.81% |
$124K - $128K
|
10.7K
$261K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.43K+ 5.95% |
$120K - $124K
|
43.2K
$1.06M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 194.25% |
$117K - $121K
|
3.58K
$87.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.37K+ 194.25% |
$117K - $121K
|
3.58K
$87.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.32K+ 49.26% |
$114K - $118K
|
7.03K
$172K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 10.25% |
$107K - $111K
|
23.4K
$571K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.06K+ 6.6% |
$102K - $105K
|
33.3K
$814K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.93K+ 9.54% |
$95K - $98.3K
|
22.2K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.85K+ 46.13% |
$91K - $94.1K
|
5.85K
$143K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.7K+ 13.67% |
$83.6K - $86.5K
|
14.1K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.68KNew |
$82.8K - $85.7K
|
1.68K
$41.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
1.67K+ 1.97% |
$82.4K - $85.3K
|
86.5K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.64K+ 68.27% |
$80.5K - $83.3K
|
4.03K
$98.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.63K+ 17.44% |
$80.1K - $82.9K
|
10.9K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.51K+ 34.81% |
$74.6K - $77.2K
|
5.86K
$143K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5K+ 2.41% |
$74K - $76.6K
|
63.8K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5KNew |
$73.7K - $76.3K
|
1.5K
$36.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.32K+ 6.32% |
$64.9K - $67.2K
|
22.2K
$541K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.31K+ 14.99% |
$64.3K - $66.6K
|
10K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 20.36% |
$61.7K - $63.8K
|
7.4K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.17K+ 1.77% |
$57.7K - $59.7K
|
67.2K
$1.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.16K+ 21.23% |
$57K - $59K
|
6.61K
$162K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 10.43% |
$56.9K - $58.9K
|
12.2K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02K+ 17.74% |
$50.2K - $51.9K
|
6.76K
$165K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
977+ 19.23% |
$48.1K - $49.8K
|
6.06K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
967+ 3.27% |
$47.6K - $49.3K
|
30.5K
$746K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
856+ 398.14% |
$42.2K - $43.6K
|
1.07K
$26.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
796+ 1.02% |
$39.2K - $40.6K
|
78.6K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
787+ 7.52% |
$38.8K - $40.1K
|
11.2K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
686+ 7.46% |
$33.8K - $35K
|
9.88K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
678+ 4.72% |
$33.4K - $34.6K
|
15K
$367K
|