Purchases and Sales Made in Q1 2023 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15M+ 93.99% |
$201M - $211M
|
8.56M
$415M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
934KNew |
$45.4M - $47.4M
|
934K
$45.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
863K+ 8036.92% |
$41.9M - $43.8M
|
874K
$42.4M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
759K+ 431.9% |
$36.8M - $38.5M
|
934K
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
311KNew |
$15.1M - $15.8M
|
311K
$15.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
273KNew |
$13.2M - $13.8M
|
273K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
206K+ 28.78% |
$10M - $10.5M
|
922K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
201KNew |
$9.76M - $10.2M
|
201K
$9.75M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
201K+ 7.93% |
$9.75M - $10.2M
|
2.73M
$133M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196KNew |
$9.53M - $9.97M
|
196K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
188K+ 106.32% |
$9.14M - $9.56M
|
365K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
146K+ 6.27% |
$7.11M - $7.44M
|
2.48M
$120M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
131K+ 70.67% |
$6.36M - $6.65M
|
316K
$15.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
122KNew |
$5.93M - $6.2M
|
122K
$5.93M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
120KNew |
$5.82M - $6.09M
|
120K
$5.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
119K+ 7.2% |
$5.77M - $6.04M
|
1.77M
$85.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
111K+ 612.98% |
$5.37M - $5.62M
|
129K
$6.25M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 15.97% |
$4.89M - $5.11M
|
731K
$35.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 13.82% |
$4.87M - $5.09M
|
826K
$40.1M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
87KNew |
$4.22M - $4.42M
|
87K
$4.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
73.3K+ 27.15% |
$3.56M - $3.72M
|
343K
$16.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
69.5K+ 412.01% |
$3.37M - $3.53M
|
86.4K
$4.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
68.7K+ 53.52% |
$3.33M - $3.49M
|
197K
$9.56M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
64.7KNew |
$3.14M - $3.29M
|
64.7K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.3K+ 1401.02% |
$2.93M - $3.06M
|
64.6K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54.4K+ 18.18% |
$2.64M - $2.76M
|
354K
$17.2M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
46.8K+ 133.89% |
$2.27M - $2.38M
|
81.7K
$3.97M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
46.3K+ 13.9% |
$2.25M - $2.35M
|
379K
$18.4M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
41.9K+ 9.09% |
$2.03M - $2.13M
|
503K
$24.4M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
41.7K+ 0.05% |
$2.02M - $2.12M
|
76.8M
$3.73B
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.5KNew |
$1.97M - $2.06M
|
40.5K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
36.6K+ 8.65% |
$1.78M - $1.86M
|
460K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.1K+ 174.07% |
$1.7M - $1.78M
|
55.2K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
32.7K+ 23.86% |
$1.59M - $1.66M
|
170K
$8.24M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.9KNew |
$1.55M - $1.62M
|
31.9K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
31.4K+ 48.67% |
$1.52M - $1.59M
|
95.8K
$4.65M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
29.2K+ 14.4% |
$1.42M - $1.48M
|
232K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
28.3K+ 77.4% |
$1.37M - $1.44M
|
64.9K
$3.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 8.65% |
$1.35M - $1.42M
|
350K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
26.9KNew |
$1.3M - $1.36M
|
26.9K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.6KNew |
$1.29M - $1.35M
|
26.6K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24.9K+ 5.97% |
$1.21M - $1.27M
|
443K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6K+ 198.89% |
$1.19M - $1.25M
|
36.9K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
23.6K+ 4.03% |
$1.14M - $1.2M
|
608K
$29.5M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.5K+ 9.12% |
$1.05M - $1.09M
|
258K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.3K+ 35.58% |
$1.03M - $1.08M
|
81.1K
$3.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.1KNew |
$977K - $1.02M
|
20.1K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 5.12% |
$920K - $962K
|
389K
$18.9M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
17.7K+ 16.6% |
$858K - $897K
|
124K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 11.14% |
$801K - $838K
|
165K
$7.99M
|
|