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 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
512
+ 39.17%
$24.5K - $25.4K
1.82K $44.4K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
510
+ 8.72%
$24.4K - $25.3K
6.36K $155K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
450
+ 5.79%
$21.5K - $22.3K
8.22K $201K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
374
+ 15.16%
$17.9K - $18.5K
2.84K $69.3K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
344
New
$16.4K - $17.1K
344 $8.4K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
330
+ 2.3%
$15.8K - $16.4K
14.7K $359K
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
321
+ 0.39%
$15.3K - $15.9K
82K $2M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
319
+ 1.31%
$15.2K - $15.8K
24.7K $604K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
318
+ 8.55%
$15.2K - $15.8K
4.04K $98.6K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
310
+ 1.07%
$14.8K - $15.4K
29.2K $712K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
289
+ 1.21%
$13.8K - $14.3K
24.1K $588K
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
279
+ 0.36%
$13.3K - $13.8K
78.3K $1.91M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
272
+ 0.43%
$13K - $13.5K
64.1K $1.56M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
260
+ 12.93%
$12.4K - $12.9K
2.27K $55.4K
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
249
+ 2.1%
$11.9K - $12.3K
12.1K $295K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
239
+ 81.57%
$11.4K - $11.9K
532 $13K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
194
New
$9.27K - $9.62K
194 $4.74K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
181
+ 1.78%
$8.65K - $8.98K
10.4K $253K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
178
New
$8.5K - $8.83K
178 $4.34K
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
168
+ 0.8%
$8.03K - $8.33K
21.1K $516K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
167
New
$7.98K - $8.28K
167 $4.08K
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
164
+ 3.57%
$7.84K - $8.13K
4.76K $116K
Nov 02, 2023 Q3 2023
West Coast Financial LLC

BUY
 -
158
+ 0.05%
$7.55K - $7.84K
319K $7.79M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
147
New
$7.02K - $7.29K
147 $3.59K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
92
New
$4.4K - $4.56K
92 $2.25K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
91
New
$4.35K - $4.51K
91 $2.22K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
90
+ 102.27%
$4.3K - $4.46K
178 $4.34K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
83
New
$3.97K - $4.12K
83 $2.03K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
82
+ 4100.0%
$3.92K - $4.07K
84 $2.05K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
72
New
$3.44K - $3.57K
72 $1.76K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
72
+ 36.36%
$3.44K - $3.57K
270 $6.59K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
68
+ 19.1%
$3.25K - $3.37K
424 $10.3K
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
61
+ 4.35%
$2.91K - $3.02K
1.46K $35.7K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
59
New
$2.82K - $2.93K
59 $1.44K
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
52
+ 0.79%
$2.48K - $2.58K
6.67K $163K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
48
+ 0.93%
$2.29K - $2.38K
5.21K $127K
Nov 09, 2023 Q3 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
43
+ 0.18%
$2.05K - $2.13K
24K $585K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
42
+ 4.14%
$2.01K - $2.08K
1.06K $25.8K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
30
+ 0.84%
$1.43K - $1.49K
3.61K $88.2K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
30
+ 0.84%
$1.43K - $1.49K
3.61K $88.2K
Oct 16, 2023 Q3 2023
Asset Planning Corporation

BUY
 -
29
+ 0.49%
$1.39K - $1.44K
5.96K $146K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
26
New
$1.24K - $1.29K
26 $635
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
26
New
$1.24K - $1.29K
26 $635
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
24
New
$1.15K - $1.19K
24 $586
Nov 07, 2023 Q3 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
23
+ 0.27%
$1.1K - $1.14K
8.39K $205K
Oct 24, 2023 Q3 2023
Hanson & Doremus Investment Management

BUY
 -
22
+ 1.41%
$1.05K - $1.09K
1.58K $38.6K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
18
New
$860 - $893
18 $439
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
13
+ 0.22%
$621 - $645
5.86K $143K
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
13
+ 0.28%
$621 - $645
4.67K $114K

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