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 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
182KNew |
$4.4M - $9.19M
|
182K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
178K+ 115.06% |
$4.3M - $8.99M
|
332K
$8.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
168K+ 131.85% |
$4.07M - $8.51M
|
296K
$7.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
159KNew |
$3.85M - $8.05M
|
159K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
157K+ 103.34% |
$3.79M - $7.93M
|
308K
$7.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 154.02% |
$3.32M - $6.95M
|
227K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
124K+ 99.84% |
$3M - $6.28M
|
248K
$6.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
124K+ 91.75% |
$2.99M - $6.25M
|
258K
$6.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119K+ 133.18% |
$2.88M - $6.03M
|
209K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
115K+ 102.31% |
$2.79M - $5.84M
|
228K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
113K+ 114.18% |
$2.72M - $5.69M
|
211K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109K+ 50.01% |
$2.64M - $5.53M
|
328K
$7.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
107K+ 110.14% |
$2.59M - $5.42M
|
204K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
101K+ 194.49% |
$2.44M - $5.11M
|
153K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93.7K+ 75.21% |
$2.27M - $4.74M
|
218K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$2.26M - $4.72M
|
93.3K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
92.3K+ 110.67% |
$2.23M - $4.67M
|
176K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
90.9K+ 992.73% |
$2.2M - $4.6M
|
100K
$2.44M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89.2K+ 104.43% |
$2.16M - $4.51M
|
175K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
87.2KNew |
$2.11M - $4.41M
|
87.2K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.9K+ 181.58% |
$2.1M - $4.4M
|
135K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
85.3K+ 239.99% |
$2.06M - $4.31M
|
121K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
85.1K+ 91.31% |
$2.06M - $4.3M
|
178K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
82.7K+ 100.09% |
$2M - $4.18M
|
165K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
82.6K+ 187.91% |
$2M - $4.18M
|
127K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 123.94% |
$1.96M - $4.09M
|
146K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 112.74% |
$1.72M - $3.6M
|
134K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
70K+ 12.18% |
$1.69M - $3.54M
|
644K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.5K+ 95.9% |
$1.68M - $3.51M
|
142K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
68.2K+ 100.11% |
$1.65M - $3.45M
|
136K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
66.8K+ 21.17% |
$1.62M - $3.38M
|
382K
$9.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.1K+ 89.81% |
$1.6M - $3.34M
|
140K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
61.6K+ 95.3% |
$1.49M - $3.12M
|
126K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
60.7KNew |
$1.47M - $3.07M
|
60.7K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
59.8K+ 94.48% |
$1.45M - $3.02M
|
123K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 107.59% |
$1.43M - $3M
|
114K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
58K+ 128.27% |
$1.4M - $2.93M
|
103K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
56.1K+ 108.77% |
$1.36M - $2.84M
|
108K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
56.1K+ 124.52% |
$1.36M - $2.84M
|
101K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
56K+ 519.35% |
$1.35M - $2.83M
|
66.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55.8K+ 113.64% |
$1.35M - $2.82M
|
105K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55.6K+ 114.82% |
$1.34M - $2.81M
|
104K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
55.3K+ 106.11% |
$1.34M - $2.8M
|
107K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
53.4K+ 108.53% |
$1.29M - $2.7M
|
103K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
50.5KNew |
$1.22M - $2.55M
|
50.5K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.4K+ 147.06% |
$1.19M - $2.5M
|
83K
$2.02M
|