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
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
3.42K
+ 283.9%
$166K - $174K
4.63K $112K
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
3.23K
+ 4.11%
$157K - $164K
81.9K $1.99M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
3.18K
+ 15.2%
$155K - $162K
24.1K $586K
Apr 19, 2023 Q1 2023
Horizon Financial Services, LLC

BUY
 -
3.14K
+ 28.26%
$153K - $160K
14.3K $346K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.11K
New
$151K - $158K
3.11K $75.5K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
2.76K
+ 11.02%
$134K - $140K
27.8K $675K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
2.69K
+ 14.83%
$131K - $137K
20.8K $507K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
2.62K
+ 3.95%
$127K - $133K
68.9K $1.67M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.46K
+ 37.35%
$119K - $125K
9.03K $219K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.4K
New
$116K - $122K
2.4K $58.2K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.27K
+ 4.18%
$110K - $115K
56.5K $1.37M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
2.06K
+ 37.61%
$100K - $105K
7.55K $183K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.03K
+ 20.64%
$98.6K - $103K
11.9K $288K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.97K
+ 39.87%
$95.5K - $99.9K
6.9K $168K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.52K
New
$73.6K - $76.9K
1.52K $36.8K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.41K
+ 67.11%
$68.6K - $71.8K
3.52K $85.6K
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
1.39K
+ 1.27%
$67.5K - $70.6K
111K $2.7M
May 02, 2023 Q1 2023
Libra Wealth LLC

BUY
 -
1.27K
+ 0.47%
$61.8K - $64.6K
272K $6.6M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.27K
+ 3.84%
$61.7K - $64.5K
34.4K $836K
Apr 18, 2023 Q1 2023
Tran Capital Management, L.P.

BUY
 -
1.25K
+ 4.49%
$60.6K - $63.4K
29.1K $706K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.2K
+ 6.4%
$58.1K - $60.7K
19.9K $483K
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
1.18K
New
$57.5K - $60.1K
1.18K $28.8K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.16K
+ 29.41%
$56.5K - $59.1K
5.12K $124K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.07K
+ 21.22%
$51.8K - $54.2K
6.1K $148K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
1.06K
+ 142.68%
$51.6K - $54K
1.81K $43.9K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.01K
New
$48.8K - $51K
1.01K $24.4K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
1K
+ 19.57%
$48.7K - $50.9K
6.13K $149K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
997
+ 22.94%
$48.4K - $50.6K
5.34K $130K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
902
New
$43.8K - $45.8K
902 $21.9K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
792
New
$38.5K - $40.2K
792 $19.2K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
691
+ 41.7%
$33.5K - $35.1K
2.35K $57.1K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
632
New
$30.7K - $32.1K
632 $15.4K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
615
+ 67.29%
$29.9K - $31.2K
1.53K $37.2K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
611
New
$29.7K - $31K
611 $14.8K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
575
+ 5.47%
$27.9K - $29.2K
11.1K $269K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
463
+ 15.63%
$22.5K - $23.5K
3.43K $83.3K
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
397
New
$19.3K - $20.2K
397 $9.65K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
364
+ 56.26%
$17.7K - $18.5K
1.01K $24.6K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
359
+ 7.04%
$17.4K - $18.2K
5.46K $133K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
344
New
$16.7K - $17.5K
344 $8.36K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
342
+ 3.32%
$16.6K - $17.4K
10.6K $259K
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
341
+ 2.12%
$16.6K - $17.3K
16.4K $400K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
339
+ 8.17%
$16.5K - $17.2K
4.49K $109K
May 09, 2023 Q1 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
325
+ 6.05%
$15.8K - $16.5K
5.7K $138K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
292
+ 5.03%
$14.2K - $14.8K
6.1K $148K
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
275
+ 5.56%
$13.4K - $14K
5.22K $127K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
260
+ 4.16%
$12.6K - $13.2K
6.51K $158K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
252
+ 5.54%
$12.2K - $12.8K
4.8K $117K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
250
New
$12.1K - $12.7K
250 $6.08K

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