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
|
Hendershot Investments Inc.
|
BUY
|
- |
1.66K+ 3.32% |
$80.2K - $84.4K
|
51.6K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.59K+ 85.29% |
$77.1K - $81.2K
|
3.46K
$84.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.46K+ 8.98% |
$70.9K - $74.5K
|
17.8K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 1.51% |
$70.1K - $73.8K
|
97.3K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 14.38% |
$65.6K - $69K
|
10.8K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 5.47% |
$52.4K - $55.1K
|
20.9K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.08K+ 0.11% |
$52.1K - $54.8K
|
980K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 25.01% |
$51.9K - $54.6K
|
5.36K
$131K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.01K+ 3.27% |
$48.7K - $51.3K
|
31.8K
$778K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
955+ 2.91% |
$46.2K - $48.6K
|
33.7K
$826K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
892+ 3.67% |
$43.2K - $45.4K
|
25.2K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
860New |
$41.6K - $43.8K
|
860
$21.1K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
855+ 45.89% |
$41.4K - $43.5K
|
2.72K
$66.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
788+ 3.29% |
$38.1K - $40.1K
|
24.8K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
765+ 6.79% |
$37K - $38.9K
|
12K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
733+ 5.97% |
$35.5K - $37.3K
|
13K
$318K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
604+ 3.25% |
$29.2K - $30.7K
|
19.2K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
503+ 2.43% |
$24.3K - $25.6K
|
21.2K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
497New |
$24.1K - $25.3K
|
497
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
476+ 540.91% |
$23K - $24.2K
|
564
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
476+ 5.94% |
$23K - $24.2K
|
8.49K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
413+ 2.24% |
$20K - $21K
|
18.8K
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
411New |
$19.9K - $20.9K
|
411
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
349+ 16.0% |
$16.9K - $17.8K
|
2.53K
$61.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
346+ 3.64% |
$16.7K - $17.6K
|
9.86K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
337+ 2.15% |
$16.3K - $17.2K
|
16K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
328New |
$15.9K - $16.7K
|
328
$8.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
322+ 2.33% |
$15.6K - $16.4K
|
14.2K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
270New |
$13.1K - $13.7K
|
270
$6.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
253+ 2.8% |
$12.2K - $12.9K
|
9.29K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
227+ 5.33% |
$11K - $11.6K
|
4.49K
$110K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
214+ 2.98% |
$10.4K - $10.9K
|
7.41K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
194+ 0.43% |
$9.39K - $9.88K
|
45.1K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
192+ 0.86% |
$9.29K - $9.77K
|
22.5K
$550K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$9.29K - $9.77K
|
192
$4.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
169+ 15.42% |
$8.18K - $8.6K
|
1.27K
$31K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
165+ 24.34% |
$7.99K - $8.4K
|
843
$20.6K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
149+ 1.29% |
$7.21K - $7.59K
|
11.7K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
144+ 5.62% |
$6.97K - $7.33K
|
2.71K
$66.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
128+ 12800.0% |
$6.2K - $6.52K
|
129
$3.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
126+ 5.47% |
$6.1K - $6.41K
|
2.43K
$59.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
120+ 1.16% |
$5.81K - $6.11K
|
10.5K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
116+ 0.99% |
$5.61K - $5.91K
|
11.9K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115New |
$5.57K - $5.85K
|
115
$2.82K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 1.37% |
$4.84K - $5.09K
|
7.4K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99+ 0.54% |
$4.79K - $5.04K
|
18.4K
$450K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
90New |
$4.36K - $4.58K
|
90
$2.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
90+ 1.91% |
$4.36K - $4.58K
|
4.8K
$118K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.1% |
$3.87K - $4.07K
|
7.36K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55New |
$2.66K - $2.8K
|
55
$1.35K
|