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 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33K+ 387.01% |
$1.6M - $1.68M
|
41.5K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
32.4K+ 6.53% |
$1.57M - $1.65M
|
529K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 40.21% |
$1.56M - $1.64M
|
113K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.8K+ 84.07% |
$1.44M - $1.52M
|
65.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
27.4K+ 116.62% |
$1.33M - $1.4M
|
51K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
25.5KNew |
$1.23M - $1.3M
|
25.5K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24K+ 12.33% |
$1.16M - $1.22M
|
219K
$5.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
22.8KNew |
$1.1M - $1.16M
|
22.8K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
22.2K+ 13.05% |
$1.07M - $1.13M
|
192K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 6.31% |
$1.02M - $1.07M
|
354K
$8.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.8K+ 2.09% |
$1.01M - $1.06M
|
1.02M
$25M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.4K+ 13.4% |
$987K - $1.04M
|
173K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
20.1K+ 5.07% |
$973K - $1.02M
|
416K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
19.9K+ 4.2% |
$964K - $1.01M
|
494K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
18.3K+ 4.01% |
$885K - $931K
|
475K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18.2K+ 2.45% |
$882K - $928K
|
764K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.6K+ 317.92% |
$852K - $896K
|
23.1K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.4K+ 66.11% |
$843K - $887K
|
43.8K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 6.58% |
$837K - $881K
|
280K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.4K+ 7.15% |
$792K - $833K
|
245K
$6.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16.3K+ 8.09% |
$791K - $832K
|
218K
$5.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
16.3KNew |
$789K - $830K
|
16.3K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16K+ 1.53% |
$772K - $813K
|
1.06M
$26.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15.5K+ 18.14% |
$748K - $787K
|
101K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.4K+ 219.27% |
$745K - $784K
|
22.4K
$552K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.1K+ 10.83% |
$728K - $766K
|
154K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.8K+ 19.96% |
$719K - $756K
|
89.2K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.5K+ 9.65% |
$653K - $687K
|
153K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13KNew |
$628K - $660K
|
13K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 11.07% |
$618K - $650K
|
128K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
12.6K+ 12.43% |
$611K - $642K
|
114K
$2.81M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 10.91% |
$593K - $624K
|
125K
$3.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 15.65% |
$590K - $621K
|
90.1K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.9K+ 2.13% |
$575K - $605K
|
570K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.6K+ 12.01% |
$563K - $592K
|
108K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
11.4KNew |
$551K - $580K
|
11.4K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
11K+ 6.66% |
$532K - $559K
|
176K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
10.8K+ 18.87% |
$523K - $550K
|
68.1K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.4K+ 67.89% |
$502K - $528K
|
25.7K
$633K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.55K+ 24.6% |
$462K - $486K
|
48.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.33K+ 2.55% |
$452K - $475K
|
376K
$9.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
9.16KNew |
$443K - $466K
|
9.16K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.76K+ 2.66% |
$424K - $446K
|
337K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.59K+ 4.31% |
$416K - $437K
|
208K
$5.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.42K+ 44.62% |
$407K - $429K
|
27.3K
$673K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.29K+ 22.57% |
$401K - $422K
|
45K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.27K+ 11.0% |
$400K - $421K
|
83.4K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8.19K+ 8.49% |
$397K - $417K
|
105K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.12KNew |
$393K - $413K
|
8.12K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
7.75K+ 5.28% |
$375K - $395K
|
155K
$3.81M
|