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 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-7.52K- 5.72% |
$360K - $369K
|
124K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.59K- 26.09% |
$411K - $421K
|
24.3K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.22K- 14.14% |
$441K - $452K
|
56K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.87K- 98.99% |
$472K - $483K
|
101
$2.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.8K- 25.84% |
$517K - $530K
|
31K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.1K- 16.41% |
$531K - $544K
|
56.5K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 35.08% |
$551K - $564K
|
21.3K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 20.66% |
$554K - $567K
|
44.4K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-11.7K- 18.0% |
$560K - $573K
|
53.3K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 9.61% |
$587K - $601K
|
115K
$2.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15.3K- 99.93% |
$730K - $747K
|
10
$243
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.8K- 9.74% |
$802K - $822K
|
155K
$3.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-17K- 35.85% |
$815K - $834K
|
30.5K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.7K- 7.63% |
$849K - $869K
|
215K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 9.39% |
$984K - $1.01M
|
199K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.4K- 45.33% |
$1.03M - $1.05M
|
25.8K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24.1K- 22.05% |
$1.15M - $1.18M
|
85.2K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.6K- 47.15% |
$1.46M - $1.5M
|
34.3K
$834K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-38.6K- 8.87% |
$1.85M - $1.89M
|
397K
$9.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-38.8K- 6.44% |
$1.85M - $1.9M
|
564K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-42.4K- 11.42% |
$2.03M - $2.08M
|
329K
$7.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-96.3K- 20.43% |
$4.61M - $4.72M
|
375K
$9.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-125K- 17.95% |
$5.96M - $6.1M
|
570K
$13.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-127K- 17.91% |
$6.08M - $6.23M
|
583K
$14.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-132K- 40.42% |
$6.32M - $6.47M
|
195K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-147K- 31.69% |
$7.06M - $7.23M
|
318K
$7.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-239K- 99.1% |
$11.4M - $11.7M
|
2.16K
$52.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-244K- 94.15% |
$11.7M - $11.9M
|
15.2K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-477K- 36.98% |
$22.8M - $23.4M
|
812K
$19.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-512K- 34.34% |
$24.5M - $25.1M
|
979K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.51M- 12.97% |
$72.1M - $73.9M
|
10.1M
$246M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.26M- 97.68% |
$108M - $111M
|
53.5K
$1.3M
|