Purchases and Sales Made in Q3 2023 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 2023. 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
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.25M
+ 348.34%
$59.6M - $61.9M
1.61M $38.9M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
722K
New
$34.5M - $35.8M
722K $17.5M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
641K
+ 6.62%
$30.6M - $31.8M
10.3M $250M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
640K
+ 761354.75%
$30.6M - $31.7M
640K $15.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
628K
+ 163.64%
$30M - $31.1M
1.01M $24.5M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
582K
+ 19.55%
$27.8M - $28.9M
3.56M $86.2M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
537K
+ 853.25%
$25.7M - $26.6M
600K $14.5M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
534K
+ 880.88%
$25.5M - $26.5M
595K $14.4M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
428K
New
$20.4M - $21.2M
428K $10.4M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
292K
New
$13.9M - $14.5M
292K $7.07M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
283K
+ 5.27%
$13.5M - $14.1M
5.66M $137M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
216K
New
$10.3M - $10.7M
216K $5.24M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
197K
+ 9.06%
$9.43M - $9.79M
2.38M $57.6M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
178K
+ 44.98%
$8.51M - $8.83M
574K $13.9M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
172K
+ 218.13%
$8.19M - $8.5M
250K $6.06M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
160K
New
$7.64M - $7.93M
160K $3.88M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
157K
New
$7.49M - $7.77M
157K $3.8M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
154K
+ 5.53%
$7.36M - $7.64M
2.94M $71.2M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
147K
+ 69.21%
$7.03M - $7.29M
360K $8.72M
Oct 25, 2023 Q3 2023
Upper Left Wealth Management, LLC

BUY
 -
131K
New
$6.28M - $6.52M
131K $3.19M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
129K
+ 140.64%
$6.18M - $6.42M
221K $5.37M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
116K
New
$5.56M - $5.78M
116K $2.82M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
116K
+ 33.6%
$5.52M - $5.73M
459K $11.1M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
110K
New
$5.26M - $5.46M
110K $2.67M
Nov 13, 2023 Q3 2023
Hilton Capital Management, LLC

BUY
 -
103K
+ 11.99%
$4.91M - $5.09M
960K $23.3M
Nov 06, 2023 Q3 2023
Donoghue Forlines LLC

BUY
 -
99.2K
New
$4.74M - $4.92M
99.2K $2.4M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
86.8K
+ 81.26%
$4.15M - $4.31M
194K $4.7M
Nov 13, 2023 Q3 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
86.2K
+ 20.12%
$4.12M - $4.28M
515K $12.5M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
69.3K
+ 31.14%
$3.31M - $3.43M
292K $7.07M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
65.6K
+ 111.91%
$3.13M - $3.25M
124K $3.01M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
60.7K
+ 86.62%
$2.9M - $3.01M
131K $3.17M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
51.8K
+ 75.35%
$2.48M - $2.57M
121K $2.92M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
50.7K
+ 34.19%
$2.42M - $2.52M
199K $4.83M
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
44.1K
+ 174.68%
$2.11M - $2.19M
69.4K $1.68M
Oct 23, 2023 Q3 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
43.5K
+ 6.44%
$2.08M - $2.16M
719K $17.4M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
39.9K
New
$1.91M - $1.98M
39.9K $967K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
37.2K
+ 17.46%
$1.78M - $1.85M
250K $6.07M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
34.3K
+ 14.1%
$1.64M - $1.7M
277K $6.72M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
28.7K
+ 7.43%
$1.37M - $1.43M
416K $10.1M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
27.6K
New
$1.32M - $1.37M
27.6K $669K
Nov 06, 2023 Q3 2023
Greenline Partners, LLC

New York, NY
BUY
 -
27.4K
+ 6.84%
$1.31M - $1.36M
428K $10.4M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
27.2K
+ 449.17%
$1.3M - $1.35M
33.3K $806K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
27.1K
+ 5.91%
$1.29M - $1.34M
485K $11.8M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
24.1K
+ 10.89%
$1.15M - $1.2M
246K $5.95M
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

BUY
 -
23.3K
+ 8.5%
$1.11M - $1.16M
298K $7.22M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
22.4K
+ 9.38%
$1.07M - $1.11M
261K $6.33M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
21.2K
+ 24.97%
$1.01M - $1.05M
106K $2.57M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
20.8K
+ 55.58%
$992K - $1.03M
58.1K $1.41M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
20K
+ 9.85%
$958K - $994K
224K $5.42M

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