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
|
Hc Advisors, LLC
|
SELL
|
- |
-14.3K- 6.28% |
$704K - $728K
|
213K
$5.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.1K- 3.79% |
$745K - $771K
|
384K
$9.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-17.4K- 45.42% |
$857K - $886K
|
20.9K
$518K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-17.5K- 5.19% |
$860K - $890K
|
319K
$7.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-20.5K- 3.57% |
$1.01M - $1.04M
|
554K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 7.76% |
$1.16M - $1.2M
|
280K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.8K- 12.42% |
$1.17M - $1.21M
|
168K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-25.1K- 9.23% |
$1.24M - $1.28M
|
247K
$6.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.1K- 52.13% |
$1.53M - $1.59M
|
28.6K
$709K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33.6K- 78.12% |
$1.65M - $1.71M
|
9.4K
$233K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.2K- 20.36% |
$1.68M - $1.74M
|
134K
$3.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-60.2K- 14.9% |
$2.96M - $3.07M
|
344K
$8.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-61.1K- 70.75% |
$3.01M - $3.11M
|
25.3K
$627K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-640K- 68.5% |
$31.5M - $32.6M
|
294K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-640K- 68.5% |
$31.5M - $32.6M
|
294K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-773K- 83.9% |
$38.1M - $39.4M
|
148K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-874K- 99.99% |
$43M - $44.5M
|
84
$2.08K
|