Purchases and Sales Made in Q1 2023 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

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
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
15.4K
New
$746K - $780K
15.4K $380K
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
14.9K
+ 8.09%
$724K - $757K
199K $4.93M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
14.9K
+ 10.85%
$723K - $756K
152K $3.77M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
14.5K
New
$702K - $734K
14.5K $358K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
14.4K
New
$701K - $733K
14.4K $358K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
14.2K
+ 3496.31%
$689K - $721K
14.6K $362K
May 11, 2023 Q1 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
13.4K
+ 23.77%
$651K - $681K
69.8K $1.73M
May 08, 2023 Q1 2023
West Coast Financial LLC

BUY
 -
11.9K
+ 3.66%
$576K - $602K
336K $8.33M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
11.7K
New
$569K - $595K
11.7K $290K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
10.9K
New
$531K - $556K
10.9K $271K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
10.5K
+ 15.22%
$509K - $533K
79.4K $1.97M
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
10.5K
+ 7.04%
$509K - $532K
159K $3.94M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
10.2K
+ 2.67%
$493K - $516K
390K $9.66M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
9.73K
+ 138.58%
$472K - $494K
16.8K $415K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
9.72K
New
$472K - $493K
9.72K $241K
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
9.13K
+ 9.76%
$443K - $463K
103K $2.54M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
9.08K
+ 40.97%
$441K - $461K
31.2K $774K
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
8.97K
+ 12.59%
$435K - $455K
80.2K $1.99M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.16K
New
$396K - $414K
8.16K $202K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
8.07K
+ 5.98%
$392K - $410K
143K $3.54M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
7.93K
+ 22030.56%
$385K - $403K
7.97K $197K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
7.91K
New
$384K - $401K
7.91K $196K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
7.74K
+ 13.29%
$376K - $393K
66K $1.63M
May 03, 2023 Q1 2023
Mendel Capital Management LLC

BUY
 -
7.6K
New
$369K - $386K
7.6K $188K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
7.47K
New
$363K - $379K
7.47K $185K
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

BUY
 -
7.47K
+ 151.0%
$363K - $379K
12.4K $307K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
6.69K
New
$325K - $340K
6.69K $166K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
6.63K
+ 11.92%
$322K - $337K
62.3K $1.54M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
6.22K
New
$302K - $316K
6.22K $154K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.2K
+ 5.92%
$301K - $315K
111K $2.75M
Apr 06, 2023 Q1 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
6.09K
+ 2.48%
$296K - $309K
251K $6.23M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.06K
+ 21.57%
$294K - $308K
34.2K $847K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
5.94K
+ 51.99%
$288K - $302K
17.4K $430K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
5.74K
New
$279K - $292K
5.74K $142K
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
5.61K
New
$272K - $285K
5.61K $139K
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
5.36K
New
$260K - $272K
5.36K $133K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
5.1K
+ 46.99%
$248K - $259K
15.9K $395K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
4.67K
New
$227K - $237K
4.67K $116K
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
4.38K
New
$213K - $222K
4.38K $108K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.32K
New
$210K - $220K
4.32K $107K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.26K
New
$207K - $216K
4.26K $106K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
4.24K
New
$206K - $215K
4.24K $105K
Apr 25, 2023 Q1 2023
Hendershot Investments Inc.

BUY
 -
4.22K
+ 5.23%
$205K - $214K
84.9K $2.1M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
4.12K
+ 6.22%
$200K - $209K
70.4K $1.74M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
4.08K
New
$198K - $207K
4.08K $101K
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
4.05K
New
$196K - $205K
4.05K $100K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
4K
New
$194K - $203K
4K $99.2K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.95K
+ 60.66%
$192K - $201K
10.5K $259K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.64K
New
$177K - $185K
3.64K $90.2K

Track Institutional and Insider Activities on SCHR

Follow SCHWAB INTERMEDIATE-TERM US TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHR shares.

Notify only if

Insider Trading

Get notified when an Schwab Intermediate Term Us Tr insider buys or sells SCHR shares.

Notify only if

News

Receive news related to SCHWAB INTERMEDIATE-TERM US TR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHR