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 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
5.06K
New
$242K - $251K
5.06K $124K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
5K
+ 28.0%
$239K - $248K
22.9K $558K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
4.81K
+ 21.64%
$230K - $239K
27.1K $661K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.64K
New
$221K - $230K
4.64K $113K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
4.59K
New
$219K - $228K
4.59K $112K
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
4.43K
New
$211K - $219K
4.43K $108K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
4.41K
New
$211K - $219K
4.41K $108K
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
4.34K
+ 11.49%
$207K - $215K
42.1K $1.03M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
4.29K
New
$205K - $213K
4.29K $105K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
4.25K
New
$203K - $211K
4.25K $104K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.11K
+ 10.37%
$196K - $204K
43.7K $1.07M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.05K
+ 11.65%
$194K - $201K
38.8K $948K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
4.01K
+ 41.71%
$192K - $199K
13.6K $333K
Oct 19, 2023 Q3 2023
Mendel Capital Management LLC

BUY
 -
3.67K
+ 14.85%
$175K - $182K
28.4K $693K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
3.62K
+ 69.03%
$173K - $180K
8.87K $216K
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
3.52K
+ 0.87%
$168K - $175K
411K $10M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.52K
New
$168K - $175K
3.52K $85.9K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
3.39K
+ 20.56%
$162K - $168K
19.9K $485K
Oct 17, 2023 Q3 2023
Advocate Group LLC

BUY
 -
3.12K
+ 12.47%
$149K - $155K
28.2K $688K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
3.07K
+ 46.47%
$147K - $152K
9.69K $236K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.05K
New
$146K - $151K
3.05K $74.4K
Oct 30, 2023 Q3 2023
Meritage Portfolio Management

BUY
 -
2.81K
+ 7.44%
$134K - $139K
40.5K $989K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.76K
+ 50.3%
$132K - $137K
8.25K $201K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.71K
+ 16.31%
$130K - $134K
19.3K $472K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
2.69K
+ 354.35%
$128K - $133K
3.44K $84.1K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.4K
+ 7.85%
$115K - $119K
32.9K $804K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
2.36K
+ 7.76%
$113K - $117K
32.7K $799K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.22K
+ 1.35%
$106K - $110K
167K $4.07M
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
2.21K
New
$106K - $110K
2.21K $54K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.01K
New
$96.1K - $99.8K
2.01K $49.1K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
2K
+ 20.01%
$95.8K - $99.4K
12K $293K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.79K
+ 4.13%
$85.3K - $88.6K
45K $1.1M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.5K
+ 0.38%
$71.7K - $74.4K
393K $9.6M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.33K
+ 13.41%
$63.4K - $65.8K
11.2K $274K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.28K
+ 10.77%
$61.1K - $63.4K
13.2K $321K
Nov 03, 2023 Q3 2023
Meridian Management CO

BUY
 -
1.25K
+ 1.04%
$59.7K - $61.9K
121K $2.96M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.24K
+ 38.34%
$59.3K - $61.5K
4.48K $109K
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
1.22K
+ 16.22%
$58.1K - $60.3K
8.71K $213K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.16K
+ 4.76%
$55.3K - $57.4K
25.5K $622K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.08K
+ 14.58%
$51.6K - $53.5K
8.48K $207K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
1.07K
New
$51.1K - $53.1K
1.07K $26.1K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.01K
+ 22.22%
$48.2K - $50K
5.54K $135K
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
947
+ 1.17%
$45.2K - $47K
81.6K $1.99M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
945
+ 1928.57%
$45.2K - $46.9K
994 $24.3K
Oct 23, 2023 Q3 2023
Hendershot Investments Inc.

BUY
 -
659
+ 0.76%
$31.5K - $32.7K
87.2K $2.13M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
629
+ 0.75%
$30.1K - $31.2K
84.2K $2.06M
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
625
+ 5.14%
$29.9K - $31K
12.8K $312K
Oct 18, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
600
+ 8.53%
$28.7K - $29.8K
7.63K $186K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
523
+ 5.29%
$25K - $25.9K
10.4K $254K

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