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 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 12.66% |
$343K - $361K
|
63.1K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.96KNew |
$337K - $354K
|
6.96K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.77K+ 3.41% |
$328K - $345K
|
205K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.75K+ 19.66% |
$326K - $343K
|
41K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.44KNew |
$312K - $328K
|
6.44K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.31K+ 14.32% |
$305K - $321K
|
50.4K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.24K+ 178.97% |
$302K - $318K
|
9.72K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.1KNew |
$295K - $310K
|
6.1K
$149K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.01K+ 9.58% |
$291K - $306K
|
68.8K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.9KNew |
$286K - $300K
|
5.9K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.6K+ 40.92% |
$271K - $285K
|
19.3K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.33K+ 15.65% |
$258K - $271K
|
39.4K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5.3KNew |
$257K - $270K
|
5.3K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.02K+ 49.35% |
$243K - $256K
|
15.2K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.87KNew |
$236K - $248K
|
4.87K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.7K+ 6.93% |
$227K - $239K
|
72.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.68KNew |
$226K - $238K
|
4.68K
$115K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.62K+ 14.94% |
$223K - $235K
|
35.5K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
4.31K+ 14.37% |
$209K - $219K
|
34.3K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$208K - $219K
|
4.3K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.14K+ 11.09% |
$200K - $211K
|
41.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.1K+ 5.22% |
$198K - $209K
|
82.6K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.08KNew |
$198K - $208K
|
4.08K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.03KNew |
$195K - $205K
|
4.03K
$98.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.76K+ 81.51% |
$182K - $191K
|
8.37K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.62K+ 12.3% |
$175K - $184K
|
33.1K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 3.34% |
$174K - $183K
|
111K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.43K+ 7.72% |
$166K - $175K
|
47.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.38K+ 3.9% |
$164K - $172K
|
90.2K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.22K+ 7.2% |
$156K - $164K
|
48K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.2K+ 6.17% |
$155K - $163K
|
55.1K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.16K+ 5268.33% |
$153K - $161K
|
3.22K
$78.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 36.83% |
$153K - $161K
|
11.7K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.11K+ 100.0% |
$151K - $158K
|
6.22K
$152K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.88K+ 3.49% |
$139K - $147K
|
85.4K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.71K+ 1.26% |
$131K - $138K
|
218K
$5.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.53K+ 41.27% |
$123K - $129K
|
8.67K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 8.01% |
$120K - $127K
|
33.6K
$822K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.48K+ 9.61% |
$120K - $126K
|
28.3K
$692K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.43K+ 46.95% |
$117K - $123K
|
7.59K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.4K+ 10.23% |
$116K - $122K
|
25.9K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 4.95% |
$115K - $121K
|
50.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.3K+ 161.66% |
$111K - $117K
|
3.73K
$91.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.29K+ 0.83% |
$111K - $116K
|
279K
$6.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.26K+ 33.0% |
$109K - $115K
|
9.12K
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.23K+ 2.46% |
$108K - $114K
|
93.2K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.93K+ 7.42% |
$93.4K - $98.2K
|
27.9K
$684K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.77K+ 8.16% |
$85.6K - $90K
|
23.4K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.75K+ 3.68% |
$84.5K - $88.8K
|
49.1K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 2.37% |
$82.5K - $86.8K
|
73.5K
$1.8M
|