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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29.6K- 86.17% |
$1.44M - $1.5M
|
4.75K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 5.91% |
$1.44M - $1.51M
|
473K
$11.5M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33.9K- 81.8% |
$1.64M - $1.72M
|
7.54K
$183K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.9K- 15.85% |
$1.84M - $1.92M
|
201K
$4.89M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-47.1K- 10.44% |
$2.29M - $2.39M
|
404K
$9.82M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-55.9K- 48.37% |
$2.72M - $2.84M
|
59.7K
$1.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-61.5K- 33.21% |
$2.99M - $3.12M
|
124K
$3.01M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72K- 3.37% |
$3.5M - $3.66M
|
2.06M
$50.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72K- 3.37% |
$3.5M - $3.66M
|
2.06M
$50.2M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-77.9K- 9.64% |
$3.78M - $3.96M
|
731K
$17.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-93.5K- 65.24% |
$4.54M - $4.75M
|
49.8K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-106K- 90.98% |
$5.15M - $5.39M
|
10.5K
$256K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-117K- 83.73% |
$5.69M - $5.95M
|
22.8K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 53.15% |
$6.33M - $6.62M
|
115K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140K- 76.5% |
$6.79M - $7.1M
|
43K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-170K- 97.31% |
$8.27M - $8.65M
|
4.71K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-293KClosed |
$14.2M - $14.9M
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-579K- 79.94% |
$28.1M - $29.4M
|
145K
$3.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-628K- 76.49% |
$30.5M - $31.9M
|
193K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.41M- 53.02% |
$263M - $275M
|
4.79M
$116M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.64M- 96.92% |
$468M - $490M
|
306K
$7.44M
|