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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-675- 1.98% |
$33.2K - $34.4K
|
33.5K
$832K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-720- 0.91% |
$35.5K - $36.7K
|
78K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-891- 6.82% |
$43.9K - $45.4K
|
12.2K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-892- 11.2% |
$43.9K - $45.5K
|
7.07K
$176K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-964- 7.15% |
$47.5K - $49.1K
|
12.5K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 2.97% |
$52K - $53.8K
|
34.4K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.09K- 35.05% |
$53.4K - $55.3K
|
2.01K
$49.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.1K- 3.79% |
$54.3K - $56.2K
|
28K
$694K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.18K- 2.56% |
$58K - $60K
|
44.9K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.2K- 0.75% |
$58.9K - $60.9K
|
158K
$3.92M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.21K- 21.5% |
$59.3K - $61.4K
|
4.4K
$109K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.21K- 4.45% |
$59.3K - $61.4K
|
25.9K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.45K- 7.32% |
$71.6K - $74K
|
18.4K
$456K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.46K- 3.16% |
$71.7K - $74.2K
|
44.6K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 0.33% |
$73.8K - $76.4K
|
458K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.61K- 24.36% |
$79.2K - $81.9K
|
4.99K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.7K- 2.81% |
$83.6K - $86.5K
|
58.6K
$1.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 99.94% |
$89K - $92.1K
|
1
$24.8
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.83K- 28.17% |
$89.9K - $93.1K
|
4.66K
$116K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.84K- 2.83% |
$90.4K - $93.6K
|
62.9K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.86K- 5.95% |
$91.4K - $94.6K
|
29.4K
$729K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.9K- 7.85% |
$93.4K - $96.6K
|
22.2K
$552K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 14.8% |
$105K - $108K
|
12.2K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.18K- 6.23% |
$107K - $111K
|
32.8K
$814K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.23K- 15.24% |
$110K - $114K
|
12.4K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.32K- 13.37% |
$114K - $118K
|
15K
$373K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.37K- 6.05% |
$117K - $121K
|
36.9K
$915K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.47K- 68.55% |
$121K - $126K
|
1.13K
$28.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.75K- 10.34% |
$135K - $140K
|
23.8K
$591K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.76K- 33.47% |
$136K - $141K
|
5.49K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 2.71% |
$148K - $153K
|
108K
$2.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.05K- 91.22% |
$150K - $155K
|
293
$7.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 8.64% |
$155K - $161K
|
33.4K
$828K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 20.15% |
$160K - $166K
|
12.9K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.36K- 4.11% |
$166K - $171K
|
78.4K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.81K- 50.62% |
$188K - $194K
|
3.72K
$92.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.19K- 20.16% |
$206K - $213K
|
16.6K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-4.29K- 3.46% |
$211K - $219K
|
120K
$2.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.42K- 5.55% |
$218K - $225K
|
75.3K
$1.87M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$230K - $238K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-4.94K- 19.79% |
$243K - $251K
|
20K
$496K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.08K- 27.15% |
$250K - $259K
|
13.6K
$338K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.62K- 6.52% |
$277K - $286K
|
80.6K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.04K- 2.81% |
$297K - $308K
|
209K
$5.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.26K- 25.94% |
$308K - $319K
|
17.9K
$444K
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.26K- 7.12% |
$309K - $319K
|
81.7K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7K- 1.92% |
$345K - $357K
|
358K
$8.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.54K- 50.99% |
$421K - $435K
|
8.21K
$204K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-11.1K- 26.07% |
$548K - $567K
|
31.5K
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.6K- 4.25% |
$570K - $590K
|
261K
$6.48M
|