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 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
664New |
$32.7K - $33.8K
|
664
$16.5K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
647New |
$31.9K - $33K
|
647
$16.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
528+ 3.28% |
$26K - $26.9K
|
16.6K
$413K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
501+ 8.47% |
$24.7K - $25.5K
|
6.42K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500New |
$24.6K - $25.5K
|
500
$12.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
469+ 3.25% |
$23.1K - $23.9K
|
14.9K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
419+ 3.67% |
$20.6K - $21.4K
|
11.8K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
391+ 1.14% |
$19.3K - $19.9K
|
34.8K
$863K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
388+ 2.72% |
$19.1K - $19.8K
|
14.6K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
347New |
$17.1K - $17.7K
|
347
$8.61K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
312+ 511.48% |
$15.4K - $15.9K
|
373
$9.26K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
300+ 4.02% |
$14.8K - $15.3K
|
7.77K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
275New |
$13.5K - $14K
|
275
$6.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
272+ 2.91% |
$13.4K - $13.9K
|
9.62K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
172New |
$8.47K - $8.77K
|
172
$4.27K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
154+ 0.74% |
$7.58K - $7.85K
|
21K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
149+ 206.94% |
$7.34K - $7.59K
|
221
$5.49K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
148New |
$7.29K - $7.54K
|
148
$3.67K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
139+ 159.77% |
$6.85K - $7.08K
|
226
$5.61K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 20.39% |
$6.65K - $6.88K
|
797
$19.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134+ 0.9% |
$6.6K - $6.83K
|
15K
$373K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
129New |
$6.35K - $6.57K
|
129
$3.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
126New |
$6.21K - $6.42K
|
126
$3.13K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
121+ 2.41% |
$5.96K - $6.17K
|
5.14K
$128K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 2.38% |
$5.27K - $5.45K
|
4.6K
$114K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
107New |
$5.27K - $5.45K
|
107
$2.66K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 77.17% |
$4.83K - $4.99K
|
225
$5.58K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
98New |
$4.83K - $4.99K
|
98
$2.43K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 133.8% |
$4.68K - $4.84K
|
166
$4.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
95+ 14.33% |
$4.68K - $4.84K
|
758
$18.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
80+ 0.34% |
$3.94K - $4.08K
|
23.5K
$583K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
79+ 0.16% |
$3.89K - $4.03K
|
49.9K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
79+ 39.9% |
$3.89K - $4.03K
|
277
$6.88K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
78+ 1.03% |
$3.84K - $3.97K
|
7.62K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73+ 5.92% |
$3.6K - $3.72K
|
1.31K
$32.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
72New |
$3.55K - $3.67K
|
72
$1.79K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
71+ 0.43% |
$3.5K - $3.62K
|
16.5K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
68+ 52.31% |
$3.35K - $3.47K
|
198
$4.91K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 2.07% |
$2.46K - $2.55K
|
2.47K
$61.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
49+ 0.75% |
$2.41K - $2.5K
|
6.62K
$164K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 32.87% |
$2.31K - $2.4K
|
190
$4.72K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
40+ 0.54% |
$1.97K - $2.04K
|
7.5K
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
29+ 1.13% |
$1.43K - $1.48K
|
2.6K
$64.5K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
27+ 0.52% |
$1.33K - $1.38K
|
5.25K
$130K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$887 - $917
|
18
$447
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15+ 1.66% |
$739 - $764
|
917
$22.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13New |
$640 - $662
|
13
$323
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12New |
$591 - $612
|
12
$298
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10+ 0.16% |
$493 - $510
|
6.17K
$153K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8New |
$394 - $408
|
8
$199
|