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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.4KNew |
$882K - $903K
|
18.4K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.3K+ 237.78% |
$876K - $897K
|
26K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
18K+ 16.15% |
$863K - $883K
|
130K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 13.91% |
$812K - $832K
|
139K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 1056.29% |
$799K - $818K
|
18.3K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.4KNew |
$783K - $802K
|
16.4K
$405K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15.6KNew |
$747K - $765K
|
15.6K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 26.15% |
$738K - $756K
|
74.4K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 21.57% |
$737K - $755K
|
86.8K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.2K+ 30470.0% |
$729K - $747K
|
15.3K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14.8K+ 10.54% |
$706K - $723K
|
155K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.5K+ 160.92% |
$692K - $709K
|
23.5K
$581K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13.7K+ 7.3% |
$658K - $674K
|
202K
$5M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
13.7K+ 7.3% |
$657K - $673K
|
202K
$5M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 62.65% |
$654K - $669K
|
35.5K
$878K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.7K+ 94.49% |
$654K - $669K
|
28.1K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.3K+ 2.16% |
$636K - $652K
|
630K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$634K - $650K
|
13.3K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.1K+ 4.1% |
$627K - $642K
|
333K
$8.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1K+ 34.07% |
$580K - $594K
|
47.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 18.38% |
$579K - $593K
|
77.9K
$1.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
12K+ 4.53% |
$574K - $588K
|
277K
$6.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.8K+ 13.95% |
$565K - $579K
|
96.5K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 77.6% |
$551K - $564K
|
26.3K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.2K+ 13.12% |
$537K - $550K
|
96.8K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11KNew |
$527K - $539K
|
11K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.8K+ 53.31% |
$517K - $530K
|
31.1K
$770K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
10.3KNew |
$495K - $507K
|
10.3K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.72K+ 23.06% |
$465K - $476K
|
51.8K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
9.38K+ 26.66% |
$449K - $459K
|
44.5K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.21K+ 0.94% |
$441K - $451K
|
994K
$24.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 4.66% |
$424K - $434K
|
199K
$4.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.65K+ 9.74% |
$414K - $424K
|
97.5K
$2.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
8.06K+ 5.81% |
$386K - $395K
|
147K
$3.64M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
8.01K+ 1.72% |
$383K - $393K
|
474K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.59K+ 8.91% |
$363K - $372K
|
92.8K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.54KNew |
$361K - $369K
|
7.54K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.42K+ 1.3% |
$355K - $363K
|
580K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.21KNew |
$345K - $353K
|
7.21K
$178K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.96K+ 5.24% |
$333K - $341K
|
140K
$3.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.89K+ 12.34% |
$330K - $338K
|
62.7K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.81KNew |
$326K - $333K
|
6.81K
$169K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.49KNew |
$311K - $318K
|
6.49K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 42.12% |
$299K - $306K
|
21.1K
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6.14KNew |
$294K - $301K
|
6.14K
$152K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.7K+ 10.21% |
$273K - $279K
|
61.6K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.63KNew |
$269K - $276K
|
5.63K
$139K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.56K+ 1.61% |
$266K - $272K
|
351K
$8.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.34K+ 125.09% |
$256K - $262K
|
9.62K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.31K+ 632.78% |
$254K - $260K
|
6.15K
$152K
|