Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.37KNew |
$66.7K - $68.4K
|
1.37K
$34.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
764+ 76400.0% |
$37.2K - $38.1K
|
765
$19K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
632+ 15.28% |
$30.7K - $31.5K
|
4.77K
$119K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
475New |
$23.1K - $23.7K
|
475
$11.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
281New |
$13.7K - $14K
|
281
$6.99K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
271New |
$13.2K - $13.5K
|
271
$6.75K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
236New |
$11.5K - $11.8K
|
236
$5.87K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.73K - $9.98K
|
200
$4.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
175New |
$8.51K - $8.73K
|
175
$4.36K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
73+ 1042.86% |
$3.55K - $3.64K
|
80
$1.99K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
53New |
$2.58K - $2.64K
|
53
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$1.8K - $1.85K
|
37
$921
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 0.72% |
$1.46K - $1.5K
|
4.2K
$104K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
23New |
$1.12K - $1.15K
|
23
$572
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
539KNew |
$25.4M - $26.9M
|
539K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.3KNew |
$4.34M - $4.6M
|
92.3K
$2.3M
|
|
|
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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28.2KNew |
$1.33M - $1.41M
|
28.2K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.5KNew |
$589K - $623K
|
12.5K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
11.6KNew |
$546K - $578K
|
11.6K
$288K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.29K+ 35.83% |
$437K - $463K
|
35.2K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.82KNew |
$415K - $440K
|
8.82K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$400K - $424K
|
8.5K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.09K+ 21.31% |
$334K - $354K
|
40.4K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$313K - $331K
|
6.64K
$165K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.8KNew |
$226K - $239K
|
4.8K
$119K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
$217K - $230K
|
4.61K
$115K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.56KNew |
$215K - $227K
|
4.56K
$113K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.07K+ 112.59% |
$192K - $203K
|
7.68K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8KNew |
$132K - $140K
|
2.8K
$69.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
649New |
$30.6K - $32.4K
|
649
$16.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
240+ 3.58% |
$11.3K - $12K
|
6.95K
$173K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
216New |
$10.2K - $10.8K
|
216
$5.38K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
130New |
$6.12K - $6.48K
|
130
$3.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
72New |
$3.39K - $3.59K
|
72
$1.79K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$1.84K - $1.94K
|
39
$971
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$848 - $898
|
18
$448
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
292KNew |
$13.9M - $14.5M
|
292K
$7.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
99.2KNew |
$4.74M - $4.92M
|
99.2K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.76K+ 11.3% |
$467K - $484K
|
96.2K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
4.29KNew |
$205K - $213K
|
4.29K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
512+ 39.17% |
$24.5K - $25.4K
|
1.82K
$45.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
344New |
$16.4K - $17.1K
|
344
$8.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
249+ 2.1% |
$11.9K - $12.3K
|
12.1K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
194New |
$9.27K - $9.62K
|
194
$4.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147New |
$7.02K - $7.29K
|
147
$3.66K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
146+ 140.38% |
$6.98K - $7.24K
|
250
$6.22K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
92New |
$4.4K - $4.56K
|
92
$2.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
72New |
$3.44K - $3.57K
|
72
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
68+ 19.1% |
$3.25K - $3.37K
|
424
$10.6K
|
|