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
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
664
New
$32.7K - $33.8K
664 $16.5K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
647
New
$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 $412K
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
 -
500
New
$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 $363K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
347
New
$17.1K - $17.7K
347 $8.61K
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
 -
275
New
$13.5K - $14K
275 $6.82K
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
 -
172
New
$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 $5.48K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
148
New
$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
 -
129
New
$6.35K - $6.57K
129 $3.2K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
126
New
$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
 -
107
New
$5.27K - $5.45K
107 $2.65K
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
 -
98
New
$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 $582K
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 $6.87K
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
 -
72
New
$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 $4.71K
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
 -
18
New
$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
 -
13
New
$640 - $662
13 $323
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
12
New
$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
 -
8
New
$394 - $408
8 $198

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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