Purchases and Sales Made in Q2 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 4.44% |
$18.5K - $18.9K
|
8.31K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-517- 2.54% |
$24.7K - $25.3K
|
19.8K
$483K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-573- 20.81% |
$27.4K - $28.1K
|
2.18K
$53.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-599- 2.94% |
$28.7K - $29.4K
|
19.8K
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-615- 58.68% |
$29.4K - $30.1K
|
433
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-619- 6.71% |
$29.6K - $30.3K
|
8.6K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-622- 4.92% |
$29.8K - $30.5K
|
12K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-650- 5.43% |
$31.1K - $31.9K
|
11.3K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-689- 5.08% |
$33K - $33.8K
|
12.9K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-738- 11.7% |
$35.3K - $36.2K
|
5.57K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-752- 12.26% |
$36K - $36.8K
|
5.38K
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-816- 42.68% |
$39K - $40K
|
1.1K
$26.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-925- 6.33% |
$44.3K - $45.3K
|
13.7K
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-941- 1.35% |
$45K - $46.1K
|
68.5K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-944- 4.77% |
$45.2K - $46.3K
|
18.9K
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-969- 8.3% |
$46.4K - $47.5K
|
10.7K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-971- 76.1% |
$46.5K - $47.6K
|
305
$7.44K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 12.47% |
$47.9K - $49K
|
7.02K
$171K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1K- 35.66% |
$47.9K - $49K
|
1.8K
$44K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.02K- 1.52% |
$48.6K - $49.7K
|
65.7K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.09K- 0.87% |
$52.1K - $53.3K
|
124K
$3.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.2K- 14.09% |
$57.3K - $58.7K
|
7.3K
$178K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.32K- 15.26% |
$62.9K - $64.4K
|
7.3K
$178K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 74.51% |
$65K - $66.6K
|
465
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.41K- 22.54% |
$67.4K - $69K
|
4.84K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 27.51% |
$69.3K - $71K
|
3.82K
$93.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 8.62% |
$79K - $80.9K
|
17.5K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.65K- 11.15% |
$79K - $80.9K
|
13.2K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 3.45% |
$81.8K - $83.7K
|
47.9K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.74K- 0.61% |
$83.2K - $85.2K
|
284K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.79K- 1.78% |
$85.6K - $87.7K
|
98.8K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.82K- 17.24% |
$87.2K - $89.3K
|
8.75K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.17K- 0.47% |
$104K - $106K
|
456K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.44K- 2.61% |
$117K - $119K
|
91.1K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.46K- 1.21% |
$118K - $120K
|
201K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.52K- 27.45% |
$121K - $124K
|
6.67K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.67K- 1.51% |
$128K - $131K
|
175K
$4.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.83K- 3.61% |
$136K - $139K
|
75.7K
$1.85M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.11K- 50.0% |
$149K - $152K
|
3.11K
$75.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.15K- 38.77% |
$151K - $154K
|
4.97K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.37K- 22.47% |
$161K - $165K
|
11.6K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.59K- 5.3% |
$172K - $176K
|
64.1K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.62K- 8.97% |
$173K - $177K
|
36.7K
$896K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.74K- 9.84% |
$179K - $183K
|
34.3K
$835K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.12K- 4.34% |
$197K - $202K
|
91K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.14K- 48.19% |
$198K - $203K
|
4.46K
$109K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.42K- 19.09% |
$212K - $217K
|
18.8K
$457K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.17K- 4.4% |
$247K - $253K
|
112K
$2.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.63K- 43.56% |
$269K - $276K
|
7.3K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.81K- 16.5% |
$326K - $334K
|
34.5K
$840K
|