Purchases and Sales Made in Q3 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.5M+ 29.45% |
$1.19B - $1.25B
|
108M
$2.64B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.51M+ 604.92% |
$170M - $179M
|
4.09M
$100M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.95M+ 2032.84% |
$94.5M - $99.4M
|
2.05M
$50.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1M+ 710.63% |
$53.5M - $56.2M
|
1.26M
$30.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
652K+ 71.06% |
$31.5M - $33.2M
|
1.57M
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
556K+ 5.49% |
$26.9M - $28.3M
|
10.7M
$261M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
552K+ 2458.52% |
$26.7M - $28.1M
|
574K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
523K+ 11.21% |
$25.3M - $26.6M
|
5.19M
$127M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
510K+ 89.5% |
$24.7M - $26M
|
1.08M
$26.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
509K+ 87.43% |
$24.7M - $25.9M
|
1.09M
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
366KNew |
$17.7M - $18.6M
|
366K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
330KNew |
$16M - $16.8M
|
330K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
315KNew |
$15.3M - $16.1M
|
315K
$7.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
298K+ 417.86% |
$14.4M - $15.2M
|
369K
$9.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
240KNew |
$11.6M - $12.2M
|
240K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
227KNew |
$11M - $11.6M
|
227K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
192K+ 98.07% |
$9.27M - $9.75M
|
387K
$9.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
177K+ 136.26% |
$8.55M - $8.99M
|
306K
$7.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
174K+ 125.62% |
$8.41M - $8.85M
|
312K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
159K+ 4.25% |
$7.7M - $8.1M
|
3.9M
$95.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 26.15% |
$7.56M - $7.95M
|
753K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
152KNew |
$7.37M - $7.75M
|
152K
$3.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
150K+ 7481.56% |
$7.25M - $7.62M
|
152K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
137K+ 81.23% |
$6.64M - $6.98M
|
306K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
133K+ 107.69% |
$6.46M - $6.8M
|
257K
$6.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
113KNew |
$5.46M - $5.74M
|
113K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
111K+ 11.3% |
$5.38M - $5.66M
|
1.1M
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
106K+ 26.67% |
$5.12M - $5.39M
|
503K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
104K+ 33743.51% |
$5.03M - $5.29M
|
104K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
101K+ 13.2% |
$4.9M - $5.16M
|
869K
$21.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
98.6KNew |
$4.77M - $5.02M
|
98.6K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.9K+ 445.17% |
$4.59M - $4.83M
|
116K
$2.85M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
78.4K+ 13.08% |
$3.8M - $3.99M
|
678K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.4K+ 19.76% |
$3.36M - $3.53M
|
421K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
63.3K+ 18.84% |
$3.06M - $3.22M
|
399K
$9.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
57.5K+ 9.81% |
$2.78M - $2.93M
|
644K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53.3K+ 8.46% |
$2.58M - $2.72M
|
684K
$16.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
51.9KNew |
$2.51M - $2.64M
|
51.9K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 841.36% |
$2.5M - $2.63M
|
57.9K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
50.5KNew |
$2.44M - $2.57M
|
50.5K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.6K+ 251.61% |
$2.4M - $2.53M
|
69.4K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
46.7K+ 718.98% |
$2.26M - $2.38M
|
53.2K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
42.3K+ 86.3% |
$2.05M - $2.15M
|
91.3K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
41.9K+ 106.5% |
$2.03M - $2.13M
|
81.2K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
41.3K+ 9.29% |
$2M - $2.1M
|
486K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
40.1K+ 12.6% |
$1.94M - $2.04M
|
358K
$8.76M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
36.9K+ 772.41% |
$1.78M - $1.88M
|
41.6K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.6K+ 56.92% |
$1.72M - $1.81M
|
98.2K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
35.1K+ 65.83% |
$1.7M - $1.79M
|
88.5K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33K+ 387.01% |
$1.6M - $1.68M
|
41.5K
$1.02M
|