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 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.05% |
$296 - $306
|
11.9K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 1.24% |
$246 - $255
|
408
$9.97K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.3% |
$148 - $153
|
1.01K
$24.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.82% |
$98.5 - $102
|
245
$5.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.77% |
$98.5 - $102
|
261
$6.38K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 8.33% |
$49.3 - $51
|
13
$318
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.89% |
$49.3 - $51
|
54
$1.32K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.16% |
$49.3 - $51
|
642
$15.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 100.0% |
$49.3 - $51
|
2
$48.9
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.0% |
$49.3 - $51
|
49
$1.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 66.67% |
$296 - $306
|
3
$73.3
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8- 0.17% |
$394 - $408
|
4.74K
$116K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-12- 0.09% |
$591 - $612
|
13.4K
$326K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 66.67% |
$690 - $713
|
7
$171
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-44- 0.51% |
$2.17K - $2.24K
|
8.56K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-48- 1.1% |
$2.36K - $2.45K
|
4.33K
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 21.72% |
$2.36K - $2.45K
|
173
$4.23K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-50- 0.5% |
$2.46K - $2.55K
|
10K
$244K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-53- 0.86% |
$2.61K - $2.7K
|
6.08K
$149K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-61- 0.6% |
$3K - $3.11K
|
10.2K
$249K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-63- 0.25% |
$3.1K - $3.21K
|
25.6K
$625K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 22.42% |
$3.1K - $3.21K
|
218
$5.33K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-75- 1.25% |
$3.69K - $3.82K
|
5.94K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 10.1% |
$3.94K - $4.08K
|
712
$17.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-88- 1.18% |
$4.33K - $4.48K
|
7.34K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-124- 99.2% |
$6.11K - $6.32K
|
1
$24.4
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-132- 88.59% |
$6.5K - $6.73K
|
17
$415
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-148- 1.66% |
$7.29K - $7.54K
|
8.78K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 61.41% |
$9.01K - $9.33K
|
115
$2.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 8.22% |
$9.51K - $9.84K
|
2.16K
$52.6K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-217- 1.62% |
$10.7K - $11.1K
|
13.2K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-217- 4.46% |
$10.7K - $11.1K
|
4.65K
$114K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-233- 2.21% |
$11.5K - $11.9K
|
10.3K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-238- 1.75% |
$11.7K - $12.1K
|
13.4K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-245- 99.19% |
$12.1K - $12.5K
|
2
$48.9
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-247- 71.8% |
$12.2K - $12.6K
|
97
$2.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-284- 8.07% |
$14K - $14.5K
|
3.24K
$79.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 4.56% |
$14.8K - $15.3K
|
6.28K
$153K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-308- 1.58% |
$15.2K - $15.7K
|
19.1K
$468K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-324- 0.39% |
$16K - $16.5K
|
83.6K
$2.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-336- 2.32% |
$16.5K - $17.1K
|
14.1K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-337- 7.22% |
$16.6K - $17.2K
|
4.33K
$106K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-429- 1.6% |
$21.1K - $21.9K
|
26.4K
$646K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-455- 7.47% |
$22.4K - $23.2K
|
5.64K
$138K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-455- 7.47% |
$22.4K - $23.2K
|
5.64K
$138K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-474- 7.63% |
$23.3K - $24.2K
|
5.74K
$140K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-483- 9.11% |
$23.8K - $24.6K
|
4.82K
$118K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-524- 11.22% |
$25.8K - $26.7K
|
4.15K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-632- 32.99% |
$31.1K - $32.2K
|
1.28K
$31.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-675- 1.98% |
$33.2K - $34.4K
|
33.5K
$818K
|