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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
281New |
$13.7K - $14K
|
281
$6.83K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
271New |
$13.2K - $13.5K
|
271
$6.59K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
251+ 3.19% |
$12.2K - $12.5K
|
8.12K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
239+ 4780.0% |
$11.6K - $11.9K
|
244
$5.93K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
237+ 1185.0% |
$11.5K - $11.8K
|
257
$6.25K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
236New |
$11.5K - $11.8K
|
236
$5.73K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
236New |
$11.5K - $11.8K
|
236
$5.73K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
232New |
$11.3K - $11.6K
|
232
$5.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.73K - $9.98K
|
200
$4.86K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
175New |
$8.51K - $8.73K
|
175
$4.25K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
160+ 0.86% |
$7.78K - $7.98K
|
18.9K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
157+ 3.45% |
$7.64K - $7.83K
|
4.7K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
155+ 0.53% |
$7.54K - $7.73K
|
29.4K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
155+ 5.96% |
$7.54K - $7.73K
|
2.75K
$66.9K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
147+ 204.17% |
$7.15K - $7.33K
|
219
$5.32K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
146+ 3.13% |
$7.1K - $7.28K
|
4.81K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
140+ 0.59% |
$6.81K - $6.98K
|
23.9K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
130+ 0.59% |
$6.32K - $6.48K
|
22.3K
$543K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
92New |
$4.47K - $4.59K
|
92
$2.24K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
89+ 3.38% |
$4.33K - $4.44K
|
2.72K
$66.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89+ 4.88% |
$4.33K - $4.44K
|
1.91K
$46.5K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
73+ 1042.86% |
$3.55K - $3.64K
|
80
$1.94K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
53New |
$2.58K - $2.64K
|
53
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 46.32% |
$2.14K - $2.19K
|
139
$3.38K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
43+ 0.85% |
$2.09K - $2.14K
|
5.09K
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
41+ 0.61% |
$1.99K - $2.05K
|
6.79K
$165K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.27% |
$1.95K - $2K
|
14.8K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$1.8K - $1.85K
|
37
$899
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
33+ 0.8% |
$1.61K - $1.65K
|
4.17K
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.61% |
$1.56K - $1.6K
|
5.29K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 0.72% |
$1.46K - $1.5K
|
4.2K
$102K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30+ 28.57% |
$1.46K - $1.5K
|
135
$3.28K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$1.41K - $1.45K
|
29
$705
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24+ 0.46% |
$1.17K - $1.2K
|
5.22K
$127K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
23New |
$1.12K - $1.15K
|
23
$559
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
21+ 0.47% |
$1.02K - $1.05K
|
4.47K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 52.63% |
$973 - $998
|
58
$1.41K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
16New |
$778 - $798
|
16
$389
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.47% |
$632 - $648
|
2.79K
$67.9K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12+ 0.19% |
$584 - $599
|
6.31K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
9+ 2.49% |
$438 - $449
|
371
$9.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.12% |
$243 - $249
|
4.14K
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 31.25% |
$243 - $249
|
21
$510
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.02% |
$97.3 - $99.8
|
12K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.11% |
$48.6 - $49.9
|
91
$2.21K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.4% |
$48.6 - $49.9
|
251
$6.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 11.11% |
$48.6 - $49.9
|
10
$243
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.61% |
$48.6 - $49.9
|
162
$3.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-9- 6.87% |
$438 - $449
|
122
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58Closed |
$2.82K - $2.89K
|
0
$0
|