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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 101.48% |
$451K - $943K
|
37K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3KNew |
$443K - $926K
|
18.3K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18K+ 85.05% |
$435K - $910K
|
39.2K
$957K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 106.74% |
$392K - $820K
|
31.4K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2K+ 52.24% |
$392K - $820K
|
47.2K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16K+ 31.37% |
$387K - $808K
|
66.9K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
15.7KNew |
$379K - $792K
|
15.7K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 81.26% |
$377K - $789K
|
34.8K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
15K+ 128.76% |
$362K - $757K
|
26.6K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15K+ 253.76% |
$362K - $757K
|
20.9K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.7K+ 52.77% |
$357K - $746K
|
42.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.6K+ 137.72% |
$329K - $687K
|
23.4K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.5K+ 27.23% |
$327K - $684K
|
63.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13.4K+ 11471.79% |
$325K - $679K
|
13.5K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.4K+ 103.41% |
$301K - $629K
|
24.5K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12K+ 100.0% |
$291K - $608K
|
24.1K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
11.7K+ 99.01% |
$284K - $594K
|
23.6K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.7K+ 260.53% |
$283K - $591K
|
16.2K
$395K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.6K+ 110.36% |
$279K - $584K
|
22K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.6K+ 92.66% |
$255K - $534K
|
21.9K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.5K+ 97.95% |
$254K - $531K
|
21.2K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
10.1K+ 100.0% |
$245K - $513K
|
20.3K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.83K+ 98.2% |
$238K - $497K
|
19.8K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.57K+ 104.77% |
$231K - $484K
|
18.7K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.55KNew |
$231K - $483K
|
9.55K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.51KNew |
$230K - $481K
|
9.51K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
9.34K+ 102.48% |
$226K - $473K
|
18.5K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
9.2K+ 102.51% |
$223K - $465K
|
18.2K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.16KNew |
$222K - $463K
|
9.16K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.09K+ 97.88% |
$220K - $460K
|
18.4K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.85K+ 87.73% |
$214K - $448K
|
18.9K
$463K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
8.68K+ 100.58% |
$210K - $439K
|
17.3K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.89K+ 35.2% |
$191K - $399K
|
30.3K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 103.67% |
$186K - $388K
|
15.1K
$368K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.45K+ 101.29% |
$180K - $377K
|
14.8K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 91.31% |
$163K - $340K
|
14.1K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.62K+ 102.73% |
$160K - $335K
|
13.1K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.2K+ 110.12% |
$150K - $314K
|
11.8K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.02K+ 98.69% |
$146K - $304K
|
12.1K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.94K+ 53.98% |
$144K - $300K
|
16.9K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.92K+ 144.88% |
$143K - $299K
|
10K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.59K+ 161.45% |
$135K - $283K
|
9.05K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.58K+ 100.2% |
$135K - $282K
|
11.2K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.52K+ 102.45% |
$134K - $279K
|
10.9K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.45K+ 9389.66% |
$132K - $275K
|
5.5K
$134K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.96KNew |
$120K - $251K
|
4.96K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 100.0% |
$113K - $236K
|
9.32K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.3K+ 100.0% |
$104K - $217K
|
8.6K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.25K+ 73.79% |
$103K - $215K
|
10K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.22K+ 100.0% |
$102K - $213K
|
8.44K
$206K
|