Purchases and Sales Made in Q4 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110M+ 101.73% |
$2.65B - $5.54B
|
217M
$5.31B
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.74M+ 110.79% |
$42.1M - $87.9M
|
3.31M
$80.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.33M+ 105.57% |
$32.2M - $67.3M
|
2.59M
$63.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.15M+ 132.18% |
$27.8M - $58.1M
|
2.02M
$49.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.11M+ 109.56% |
$26.9M - $56.3M
|
2.13M
$52M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
880K+ 89.74% |
$21.3M - $44.5M
|
1.86M
$45.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
824K+ 107.95% |
$19.9M - $41.7M
|
1.59M
$38.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
754K+ 205.89% |
$18.2M - $38.1M
|
1.12M
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
750K+ 110.61% |
$18.1M - $37.9M
|
1.43M
$34.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
702K+ 108.97% |
$17M - $35.5M
|
1.35M
$32.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
699K+ 139.03% |
$16.9M - $35.4M
|
1.2M
$29.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
698K+ 101.67% |
$16.9M - $35.3M
|
1.38M
$33.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
697KNew |
$16.9M - $35.3M
|
697K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
681K+ 64.15% |
$16.5M - $34.4M
|
1.74M
$42.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
644K+ 65.59% |
$15.6M - $32.6M
|
1.63M
$39.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 104.72% |
$14.4M - $30.2M
|
1.17M
$28.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
583K+ 110.25% |
$14.1M - $29.5M
|
1.11M
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
503K+ 105.94% |
$12.2M - $25.4M
|
978K
$23.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
480K+ 66.48% |
$11.6M - $24.3M
|
1.2M
$29.4M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
466K+ 94.32% |
$11.3M - $23.6M
|
961K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
460K+ 110.55% |
$11.1M - $23.3M
|
876K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
414K+ 135.21% |
$10M - $21M
|
721K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
413K+ 394.25% |
$9.98M - $20.9M
|
517K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
407K+ 113.68% |
$9.84M - $20.6M
|
765K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
401K+ 108.01% |
$9.69M - $20.3M
|
772K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386K+ 123.64% |
$9.34M - $19.5M
|
698K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
305K+ 109.29% |
$7.38M - $15.4M
|
585K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
297KNew |
$7.19M - $15M
|
297K
$7.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
282K+ 115.16% |
$6.83M - $14.3M
|
528K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
271K+ 136.91% |
$6.57M - $13.7M
|
470K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
271K+ 112.98% |
$6.55M - $13.7M
|
510K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
257K+ 236.5% |
$6.2M - $13M
|
365K
$8.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
243K+ 111.48% |
$5.89M - $12.3M
|
462K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
243K+ 101.18% |
$5.88M - $12.3M
|
483K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242K+ 320.52% |
$5.86M - $12.2M
|
318K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
231K+ 3027.81% |
$5.6M - $11.7M
|
239K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230KNew |
$5.57M - $11.6M
|
230K
$5.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219K+ 126.62% |
$5.29M - $11.1M
|
391K
$9.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
215KNew |
$5.19M - $10.9M
|
215K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
207K+ 134.39% |
$5.01M - $10.5M
|
361K
$8.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204K+ 105.86% |
$4.92M - $10.3M
|
396K
$9.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
190K+ 111.72% |
$4.6M - $9.61M
|
360K
$8.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
178K+ 115.06% |
$4.3M - $8.99M
|
332K
$8.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
168K+ 131.85% |
$4.07M - $8.51M
|
296K
$7.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$4.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 154.02% |
$3.32M - $6.95M
|
227K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
124K+ 99.84% |
$3M - $6.28M
|
248K
$6.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
124K+ 91.75% |
$2.99M - $6.25M
|
258K
$6.31M
|