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 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.06K+ 1.37% |
$50.8K - $52K
|
78.5K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 434.84% |
$50.8K - $52K
|
1.31K
$32.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.01K+ 13.36% |
$48.1K - $49.2K
|
8.53K
$211K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
925+ 13.05% |
$44.3K - $45.3K
|
8.01K
$198K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
860+ 2.26% |
$41.2K - $42.1K
|
38.8K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
825+ 2.14% |
$39.5K - $40.4K
|
39.3K
$974K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
805+ 4.81% |
$38.5K - $39.4K
|
17.5K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
773+ 377.07% |
$37K - $37.9K
|
978
$24.2K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
763+ 2.61% |
$36.5K - $37.4K
|
30K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
709+ 1.45% |
$33.9K - $34.7K
|
49.7K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
688+ 59.36% |
$32.9K - $33.7K
|
1.85K
$45.8K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
686+ 0.87% |
$32.8K - $33.6K
|
79.6K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
639+ 38.4% |
$30.6K - $31.3K
|
2.3K
$57K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
621+ 26.81% |
$29.7K - $30.4K
|
2.94K
$72.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 43.35% |
$28.7K - $29.4K
|
1.98K
$49.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
543+ 13.03% |
$26K - $26.6K
|
4.71K
$117K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
524New |
$25.1K - $25.7K
|
524
$13K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
515+ 38.04% |
$24.6K - $25.2K
|
1.87K
$46.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
490New |
$23.4K - $24K
|
490
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
473New |
$22.6K - $23.2K
|
473
$11.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
417+ 0.94% |
$20K - $20.4K
|
44.9K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
380+ 0.67% |
$18.2K - $18.6K
|
57.3K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
379+ 6.14% |
$18.1K - $18.6K
|
6.55K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 2.11% |
$14.3K - $14.7K
|
14.5K
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
296+ 1.92% |
$14.2K - $14.5K
|
15.7K
$389K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
278New |
$13.3K - $13.6K
|
278
$6.89K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
272+ 14.28% |
$13K - $13.3K
|
2.18K
$53.9K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
252+ 0.06% |
$12.1K - $12.3K
|
445K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
251+ 5.22% |
$12K - $12.3K
|
5.06K
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
237+ 2.39% |
$11.3K - $11.6K
|
10.2K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
231+ 1.35% |
$11.1K - $11.3K
|
17.4K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
208+ 0.87% |
$9.95K - $10.2K
|
24.1K
$596K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204New |
$9.76K - $10K
|
204
$5.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
195New |
$9.33K - $9.56K
|
195
$4.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
190+ 10.49% |
$9.09K - $9.31K
|
2K
$49.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
180New |
$8.61K - $8.82K
|
180
$4.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
159New |
$7.61K - $7.79K
|
159
$3.94K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
155+ 0.87% |
$7.42K - $7.6K
|
18K
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97New |
$4.64K - $4.75K
|
97
$2.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
90+ 0.17% |
$4.31K - $4.41K
|
53.4K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
70+ 4.36% |
$3.35K - $3.43K
|
1.68K
$41.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
65+ 0.96% |
$3.11K - $3.19K
|
6.86K
$170K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
64+ 0.28% |
$3.06K - $3.14K
|
23.1K
$573K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60+ 0.44% |
$2.87K - $2.94K
|
13.8K
$343K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
50+ 23.26% |
$2.39K - $2.45K
|
265
$6.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.95% |
$2.39K - $2.45K
|
5.34K
$132K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46+ 0.51% |
$2.2K - $2.25K
|
9K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
41+ 25.31% |
$1.96K - $2.01K
|
203
$5.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 137.93% |
$1.91K - $1.96K
|
69
$1.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40+ 0.77% |
$1.91K - $1.96K
|
5.26K
$130K
|