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 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 7.11% |
$75.3K - $157K
|
40.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 58.89% |
$75.5K - $158K
|
2.18K
$54.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.1K- 52.37% |
$293K - $613K
|
11K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.2K- 4.11% |
$367K - $767K
|
354K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-25.9K- 7.87% |
$627K - $1.31M
|
304K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 68.88% |
$886K - $1.85M
|
16.5K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.6K- 29.37% |
$1.01M - $2.1M
|
100K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 3.85% |
$1.01M - $2.1M
|
1.04M
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.8K- 81.65% |
$1.08M - $2.27M
|
10.1K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47K- 30.65% |
$1.14M - $2.38M
|
106K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-47.3K- 97.01% |
$1.14M - $2.39M
|
1.46K
$36.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50.9K- 73.35% |
$1.23M - $2.57M
|
18.5K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-63K- 5.77% |
$1.52M - $3.19M
|
1.03M
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-252K- 90.3% |
$6.11M - $12.8M
|
27.1K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-904K- 71.73% |
$21.9M - $45.7M
|
356K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.04M- 99.57% |
$49.4M - $103M
|
8.81K
$218K
|