Purchases and Sales Made in Q1 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2024. 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 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.55M+ 1.94% |
$75.1M - $77.1M
|
81M
$1.97B
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51M+ 14.9% |
$73.3M - $75.2M
|
11.6M
$282M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31M+ 12.72% |
$63.8M - $65.5M
|
11.6M
$282M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.03M+ 223.42% |
$50.1M - $51.4M
|
1.49M
$36.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
843K+ 24.0% |
$41M - $42M
|
4.35M
$106M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
699K+ 244.84% |
$34M - $34.9M
|
985K
$23.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
666K+ 22.7% |
$32.4M - $33.2M
|
3.6M
$87.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
464K+ 94.21% |
$22.6M - $23.2M
|
957K
$23.2M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
261K+ 49.14% |
$12.7M - $13M
|
792K
$19.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
240K+ 30183.02% |
$11.7M - $12M
|
241K
$5.85M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
224K+ 608.25% |
$10.9M - $11.2M
|
261K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
159K+ 51.8% |
$7.72M - $7.92M
|
465K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
133KNew |
$6.47M - $6.63M
|
133K
$3.23M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
128K+ 33.93% |
$6.24M - $6.4M
|
506K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
112KNew |
$5.43M - $5.57M
|
112K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
109K+ 21.49% |
$5.31M - $5.44M
|
617K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
98.9K+ 225.65% |
$4.81M - $4.93M
|
143K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
93.9K+ 276.95% |
$4.57M - $4.69M
|
128K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
73.8K+ 31.88% |
$3.59M - $3.68M
|
305K
$7.41M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
66.1K+ 17.47% |
$3.21M - $3.3M
|
444K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.9K+ 9.59% |
$2.91M - $2.99M
|
684K
$16.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
58K+ 9.08% |
$2.82M - $2.89M
|
697K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
57K+ 50.72% |
$2.77M - $2.84M
|
169K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 10.96% |
$2.75M - $2.82M
|
572K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.2K+ 18.2% |
$2.59M - $2.65M
|
346K
$8.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
52.9K+ 13.81% |
$2.57M - $2.64M
|
436K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
51.9K+ 13.72% |
$2.52M - $2.59M
|
430K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
50.9K+ 57.99% |
$2.48M - $2.54M
|
139K
$3.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
48.3K+ 5.78% |
$2.35M - $2.41M
|
885K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 407.38% |
$2.25M - $2.31M
|
57.6K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
44.4KNew |
$2.16M - $2.22M
|
44.4K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.4K+ 16.28% |
$2.16M - $2.21M
|
317K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
38.5KNew |
$1.87M - $1.92M
|
38.5K
$935K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.1K+ 3.84% |
$1.8M - $1.85M
|
1M
$24.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
36.4K+ 15.92% |
$1.77M - $1.82M
|
265K
$6.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34.1K+ 7.18% |
$1.66M - $1.7M
|
508K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.3K+ 37.5% |
$1.57M - $1.61M
|
119K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.9K+ 124.23% |
$1.51M - $1.54M
|
55.9K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
27.8K+ 6.46% |
$1.35M - $1.39M
|
459K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
26.7K+ 93.49% |
$1.3M - $1.33M
|
55.3K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26.6K+ 8.88% |
$1.29M - $1.33M
|
326K
$7.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
26.1K+ 35.08% |
$1.27M - $1.3M
|
100K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$1.22M - $1.25M
|
25.1K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25.1K+ 25.87% |
$1.22M - $1.25M
|
122K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6KNew |
$1.19M - $1.23M
|
24.6K
$597K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24.2K+ 5.48% |
$1.18M - $1.21M
|
466K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.1K+ 9.44% |
$1.17M - $1.2M
|
279K
$6.79M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
23.5K+ 226.95% |
$1.14M - $1.17M
|
33.9K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.8KNew |
$1.06M - $1.09M
|
21.8K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 12.7% |
$1.04M - $1.07M
|
190K
$4.62M
|