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 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 61.31% |
$148K - $152K
|
8.01K
$195K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.85K+ 45.37% |
$139K - $142K
|
9.13K
$222K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 4.36% |
$132K - $136K
|
65.2K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.7K+ 22.95% |
$131K - $135K
|
14.5K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.56K+ 2.76% |
$124K - $128K
|
95.1K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.5K+ 5.3% |
$121K - $124K
|
49.6K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 1.98% |
$121K - $124K
|
128K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.31K+ 20.96% |
$112K - $115K
|
13.3K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.17K+ 40.56% |
$106K - $108K
|
7.52K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.03K+ 5.2% |
$98.5K - $101K
|
41K
$995K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.97K+ 12.83% |
$95.6K - $98.1K
|
17.3K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.91K+ 7.97% |
$93K - $95.4K
|
25.9K
$629K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.91KNew |
$92.7K - $95K
|
1.91K
$46.3K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 1.86% |
$89.2K - $91.4K
|
101K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 16481.82% |
$88.2K - $90.4K
|
1.82K
$44.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.78K+ 9.62% |
$86.5K - $88.7K
|
20.3K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.67K+ 37.39% |
$81.2K - $83.3K
|
6.14K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 15.72% |
$79K - $81.1K
|
12K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 5.22% |
$78.2K - $80.2K
|
32.4K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$76.9K - $78.9K
|
1.58K
$38.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.51K+ 46.0% |
$73.3K - $75.2K
|
4.78K
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.45K+ 37.95% |
$70.5K - $72.3K
|
5.27K
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.45KNew |
$70.3K - $72.1K
|
1.45K
$35.1K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.37KNew |
$66.7K - $68.4K
|
1.37K
$33.3K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.35KNew |
$65.9K - $67.5K
|
1.35K
$32.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.28K+ 2.47% |
$62.4K - $63.9K
|
53.3K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.28KNew |
$62.1K - $63.6K
|
1.28K
$31K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.21K+ 1.31% |
$59K - $60.5K
|
93.5K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.14K+ 8.43% |
$55.3K - $56.7K
|
14.6K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.11K+ 13.12% |
$53.8K - $55.2K
|
9.54K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.02K+ 5.28% |
$49.7K - $51K
|
20.4K
$495K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
964+ 137.71% |
$46.9K - $48.1K
|
1.66K
$40.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
926+ 2.12% |
$45K - $46.2K
|
44.5K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
798+ 1.13% |
$38.8K - $39.8K
|
71.5K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
764+ 76400.0% |
$37.2K - $38.1K
|
765
$18.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
741+ 0.29% |
$36K - $37K
|
259K
$6.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
715+ 7.26% |
$34.8K - $35.7K
|
10.6K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
710+ 8.37% |
$34.5K - $35.4K
|
9.2K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
682+ 0.88% |
$33.2K - $34K
|
78.5K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
648+ 2.3% |
$31.5K - $32.3K
|
28.8K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
632+ 15.28% |
$30.7K - $31.5K
|
4.77K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
552+ 6.78% |
$26.8K - $27.5K
|
8.7K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
542+ 0.81% |
$26.4K - $27K
|
67.7K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
522+ 0.17% |
$25.4K - $26K
|
305K
$7.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
493+ 88.83% |
$24K - $24.6K
|
1.05K
$25.5K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
475New |
$23.1K - $23.7K
|
475
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
369+ 4.28% |
$17.9K - $18.4K
|
8.99K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
369+ 37.12% |
$17.9K - $18.4K
|
1.36K
$33.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
366+ 4.13% |
$17.8K - $18.3K
|
9.23K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
343+ 263.85% |
$16.7K - $17.1K
|
473
$11.5K
|