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 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
118+ 104.42% |
$2.85K - $5.97K
|
231
$5.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
117+ 100.0% |
$2.83K - $5.92K
|
234
$5.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115+ 100.0% |
$2.78K - $5.82K
|
230
$5.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
114+ 103.64% |
$2.76K - $5.77K
|
224
$5.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101+ 100.0% |
$2.44K - $5.11K
|
202
$4.98K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94+ 102.17% |
$2.27K - $4.75K
|
186
$4.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 100.0% |
$2.18K - $4.55K
|
180
$4.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
80New |
$1.94K - $4.05K
|
80
$1.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 100.0% |
$1.91K - $4K
|
158
$3.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60+ 230.77% |
$1.45K - $3.03K
|
86
$2.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
59+ 100.0% |
$1.43K - $2.98K
|
118
$2.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
58+ 100.0% |
$1.4K - $2.93K
|
116
$2.86K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 103.7% |
$1.35K - $2.83K
|
110
$2.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55+ 100.0% |
$1.33K - $2.78K
|
110
$2.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
52+ 100.0% |
$1.26K - $2.63K
|
104
$2.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51+ 100.0% |
$1.23K - $2.58K
|
102
$2.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50New |
$1.21K - $2.53K
|
50
$1.23K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49+ 100.0% |
$1.19K - $2.48K
|
98
$2.42K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48+ 100.0% |
$1.16K - $2.43K
|
96
$2.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$1.11K - $2.33K
|
46
$1.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43+ 100.0% |
$1.04K - $2.17K
|
86
$2.12K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$740
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$740
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
29+ 100.0% |
$702 - $1.47K
|
58
$1.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
28New |
$677 - $1.42K
|
28
$690
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 105.56% |
$460 - $961
|
37
$912
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 100.0% |
$266 - $556
|
22
$542
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 100.0% |
$242 - $506
|
20
$493
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$242 - $506
|
10
$247
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 100.0% |
$218 - $455
|
18
$444
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 100.0% |
$194 - $405
|
16
$394
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6New |
$145 - $303
|
6
$148
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 60.0% |
$145 - $303
|
16
$394
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-124- 9.8% |
$3K - $6.27K
|
1.14K
$28.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-380- 67.38% |
$9.19K - $19.2K
|
184
$4.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 11.29% |
$23.2K - $48.5K
|
7.54K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 0.58% |
$31.8K - $66.5K
|
226K
$5.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 58.58% |
$45.6K - $95.4K
|
1.33K
$32.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 40.0% |
$46.7K - $97.7K
|
2.9K
$71.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.66K- 13.17% |
$64.2K - $134K
|
17.5K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.7K- 99.85% |
$65.3K - $137K
|
4
$98.6
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 7.11% |
$75.3K - $157K
|
40.6K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 58.89% |
$75.5K - $158K
|
2.18K
$53.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.1K- 52.37% |
$293K - $613K
|
11K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.2K- 4.11% |
$367K - $767K
|
354K
$8.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-25.9K- 7.87% |
$627K - $1.31M
|
304K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 68.88% |
$886K - $1.85M
|
16.5K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.6K- 29.37% |
$1.01M - $2.1M
|
100K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 3.85% |
$1.01M - $2.1M
|
1.04M
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.8K- 81.65% |
$1.08M - $2.27M
|
10.1K
$248K
|