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 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 5.12% |
$1.58K - $1.62K
|
678
$16.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$1.44K - $1.47K
|
30
$729
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 10.59% |
$1.2K - $1.23K
|
261
$6.34K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
24+ 0.5% |
$1.15K - $1.18K
|
4.8K
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23New |
$1.1K - $1.13K
|
23
$559
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
21New |
$1K - $1.03K
|
21
$510
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 6.94% |
$957 - $980
|
308
$7.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 25.86% |
$718 - $735
|
73
$1.77K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
13New |
$622 - $637
|
13
$316
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 73.33% |
$526 - $539
|
26
$632
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.05% |
$526 - $539
|
23.5K
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 9.02% |
$526 - $539
|
133
$3.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$335 - $343
|
7
$170
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7+ 0.17% |
$335 - $343
|
4.15K
$101K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6New |
$287 - $294
|
6
$146
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 1.2% |
$144 - $147
|
254
$6.17K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 9.52% |
$95.7 - $98
|
23
$559
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$47.9 - $49
|
1
$24.3
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$47.9 - $49
|
39.8K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$47.9 - $49
|
1
$24.3
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$47.9 - $49
|
10.6K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$335 - $343
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-9- 0.19% |
$431 - $441
|
4.69K
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29- 20.86% |
$1.39K - $1.42K
|
110
$2.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 86.49% |
$1.53K - $1.57K
|
5
$122
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-41- 0.35% |
$1.96K - $2.01K
|
11.8K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-51- 21.7% |
$2.44K - $2.5K
|
184
$4.47K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-74- 0.69% |
$3.54K - $3.63K
|
10.7K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-77- 0.34% |
$3.68K - $3.77K
|
22.3K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-82- 2.14% |
$3.92K - $4.02K
|
3.75K
$91.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-101- 1.79% |
$4.83K - $4.95K
|
5.54K
$135K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-109- 0.42% |
$5.22K - $5.34K
|
25.8K
$627K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-113- 1.55% |
$5.41K - $5.54K
|
7.19K
$175K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-127- 5.55% |
$6.08K - $6.22K
|
2.16K
$52.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-131- 59.82% |
$6.27K - $6.42K
|
88
$2.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-164- 3.52% |
$7.85K - $8.04K
|
4.5K
$109K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-197- 2.13% |
$9.43K - $9.65K
|
9.04K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-228- 11.8% |
$10.9K - $11.2K
|
1.7K
$41.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-229- 2.5% |
$11K - $11.2K
|
8.93K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-233Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-233- 8.34% |
$11.1K - $11.4K
|
2.56K
$62.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-254- 68.46% |
$12.2K - $12.4K
|
117
$2.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-288- 2.39% |
$13.8K - $14.1K
|
11.7K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-319Closed |
$15.3K - $15.6K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-321- 4.22% |
$15.4K - $15.7K
|
7.28K
$177K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-332- 0.46% |
$15.9K - $16.3K
|
71.2K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-343- 72.52% |
$16.4K - $16.8K
|
130
$3.16K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-352- 1.38% |
$16.8K - $17.2K
|
25.1K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-357- 3.74% |
$17.1K - $17.5K
|
9.19K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-377- 8.08% |
$18K - $18.5K
|
4.29K
$104K
|