Latest Institutional Transactions on Schwab Intermediate Term Us Tr (SCHR)
This table provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 8.61% |
$720K - $739K
|
187K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.75K+ 18.38% |
$280K - $287K
|
37K
$921K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-226- 51.13% |
$11K - $11.3K
|
216
$5.37K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
632+ 15.28% |
$30.7K - $31.5K
|
4.77K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
271New |
$13.2K - $13.5K
|
271
$6.74K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
236New |
$11.5K - $11.8K
|
236
$5.87K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$1.8K - $1.85K
|
37
$920
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
5.55KNew |
$270K - $277K
|
5.55K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.76KNew |
$426K - $437K
|
8.76K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 223.92% |
$833K - $854K
|
24.8K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.55M+ 1.94% |
$75.1M - $77.1M
|
81M
$2.02B
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 0.72% |
$1.46K - $1.5K
|
4.2K
$104K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.16K+ 33.69% |
$348K - $357K
|
28.4K
$706K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-620- 4.06% |
$30.2K - $30.9K
|
14.7K
$364K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-581- 11.1% |
$28.3K - $29K
|
4.65K
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
281New |
$13.7K - $14K
|
281
$6.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.73K - $9.98K
|
200
$4.97K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4.5KNew |
$219K - $224K
|
4.5K
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.07KNew |
$295K - $303K
|
6.07K
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
53New |
$2.58K - $2.64K
|
53
$1.32K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.34K- 10.48% |
$65K - $66.6K
|
11.4K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
175New |
$8.51K - $8.73K
|
175
$4.35K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
764+ 76400.0% |
$37.2K - $38.1K
|
765
$19K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
23New |
$1.12K - $1.15K
|
23
$572
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
$217K - $230K
|
4.61K
$115K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$1.84K - $1.94K
|
39
$970
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$848 - $898
|
18
$448
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-71- 78.02% |
$3.34K - $3.54K
|
20
$497
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
649New |
$30.6K - $32.4K
|
649
$16.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.3KNew |
$4.34M - $4.6M
|
92.3K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$400K - $424K
|
8.5K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8KNew |
$132K - $140K
|
2.8K
$69.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.6K+ 893.79% |
$1.86M - $1.97M
|
44K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$313K - $331K
|
6.64K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28.2KNew |
$1.33M - $1.41M
|
28.2K
$701K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
72New |
$3.39K - $3.59K
|
72
$1.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.5KNew |
$589K - $623K
|
12.5K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.8KNew |
$226K - $239K
|
4.8K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.17K - $2.29K
|
4.55K
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.11K- 23.53% |
$146K - $155K
|
10.1K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.09K+ 21.31% |
$334K - $354K
|
40.4K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
240+ 3.58% |
$11.3K - $12K
|
6.95K
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
11.6KNew |
$546K - $578K
|
11.6K
$288K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
216New |
$10.2K - $10.8K
|
216
$5.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.46K- 34.87% |
$210K - $222K
|
8.33K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.56KNew |
$215K - $227K
|
4.56K
$113K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-650- 8.52% |
$30.6K - $32.4K
|
6.98K
$174K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
539KNew |
$25.4M - $26.9M
|
539K
$13.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
130New |
$6.12K - $6.48K
|
130
$3.23K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 50.0% |
$1.65K - $1.75K
|
35
$870
|
|