Purchases and Sales Made in Q2 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
82.9M+ 27180.75% |
$3.97B - $4.06B
|
83.2M
$2.02B
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
313K+ 7.18% |
$15M - $15.3M
|
4.67M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
261K+ 3942.46% |
$12.5M - $12.8M
|
267K
$6.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
238K+ 75.21% |
$11.4M - $11.7M
|
555K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
192K+ 24.24% |
$9.19M - $9.41M
|
984K
$23.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
179K+ 255.28% |
$8.55M - $8.76M
|
249K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
166KNew |
$7.93M - $8.12M
|
166K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
165KNew |
$7.9M - $8.09M
|
165K
$4.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
161K+ 475.13% |
$7.72M - $7.91M
|
195K
$4.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
149K+ 753.04% |
$7.13M - $7.3M
|
169K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140K+ 3.9% |
$6.71M - $6.88M
|
3.74M
$90.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139K+ 10.53% |
$6.67M - $6.83M
|
1.46M
$35.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 28.03% |
$6.26M - $6.41M
|
597K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 28.03% |
$6.26M - $6.41M
|
597K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
130K+ 60.99% |
$6.23M - $6.38M
|
344K
$8.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
124K+ 20.69% |
$5.94M - $6.08M
|
724K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
117K+ 41.76% |
$5.58M - $5.72M
|
396K
$9.62M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
109K+ 366.22% |
$5.2M - $5.33M
|
138K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.6K+ 12.8% |
$4.77M - $4.88M
|
877K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.1KNew |
$4.6M - $4.71M
|
96.1K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
93.4K+ 18.45% |
$4.47M - $4.58M
|
600K
$14.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83.4K+ 12.19% |
$3.99M - $4.08M
|
767K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
78.4K+ 15.43% |
$3.75M - $3.84M
|
586K
$14.2M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
66.7K+ 15.51% |
$3.19M - $3.27M
|
497K
$12.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.1K+ 4.73% |
$3.16M - $3.24M
|
1.46M
$35.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59.5K+ 35.15% |
$2.85M - $2.92M
|
229K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.4KNew |
$2.79M - $2.86M
|
58.4K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
56.9K+ 11.35% |
$2.72M - $2.79M
|
558K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
54.6KNew |
$2.61M - $2.67M
|
54.6K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
51.9KNew |
$2.48M - $2.54M
|
51.9K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48.6K+ 6.98% |
$2.33M - $2.38M
|
745K
$18.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.2K+ 4.42% |
$2.11M - $2.17M
|
1.05M
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.8K+ 34.23% |
$2.09M - $2.14M
|
172K
$4.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.7K+ 63.09% |
$2M - $2.04M
|
108K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40.9K+ 12.56% |
$1.96M - $2.01M
|
367K
$8.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
38.1K+ 3.98% |
$1.82M - $1.87M
|
995K
$24.2M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
37.4K+ 110.27% |
$1.79M - $1.83M
|
71.3K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
35.1K+ 2.83% |
$1.68M - $1.72M
|
1.27M
$30.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.7K+ 28.42% |
$1.61M - $1.65M
|
152K
$3.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
32.3K+ 3.65% |
$1.55M - $1.58M
|
917K
$22.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
30.9K+ 10.13% |
$1.48M - $1.51M
|
336K
$8.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.7K+ 40.56% |
$1.32M - $1.36M
|
95.8K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
27.4K+ 19.17% |
$1.31M - $1.34M
|
170K
$4.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.4K+ 99.52% |
$1.17M - $1.2M
|
49K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.9K+ 348.95% |
$1.09M - $1.12M
|
29.4K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 39.44% |
$1.09M - $1.11M
|
80.3K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.5KNew |
$1.07M - $1.1M
|
22.5K
$545K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
21.4KNew |
$1.02M - $1.05M
|
21.4K
$519K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
19.8K+ 35.78% |
$947K - $970K
|
75.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.7KNew |
$944K - $966K
|
19.7K
$479K
|