Purchases and Sales Made in Q3 2024 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 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
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
1.93K
+ 7.42%
$93.4K - $98.2K
27.9K $692K
Oct 09, 2024 Q3 2024
Charles Schwab Trust CO

BUY
 -
1.77K
+ 8.16%
$85.6K - $90K
23.4K $581K
Oct 15, 2024 Q3 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.75K
+ 3.68%
$84.5K - $88.8K
49.1K $1.22M
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

BUY
 -
1.7K
+ 2.37%
$82.5K - $86.8K
73.5K $1.82M
Nov 14, 2024 Q3 2024
Hendershot Investments Inc.

BUY
 -
1.66K
+ 3.32%
$80.2K - $84.4K
51.6K $1.28M
Oct 18, 2024 Q3 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
1.59K
+ 85.29%
$77.1K - $81.2K
3.46K $85.8K
Feb 13, 2025 Q3 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.53K
+ 8.48%
$73.9K - $77.7K
19.5K $484K
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.46K
+ 8.98%
$70.9K - $74.5K
17.8K $440K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.45K
+ 1.51%
$70.1K - $73.8K
97.3K $2.41M
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.36K
+ 14.38%
$65.6K - $69K
10.8K $267K
Oct 15, 2024 Q3 2024
Crane Advisory, LLC

Fullerton, CA
BUY
 -
1.08K
+ 0.11%
$52.1K - $54.8K
980K $24.3M
Nov 14, 2024 Q3 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
1.07K
+ 25.01%
$51.9K - $54.6K
5.36K $133K
Nov 07, 2024 Q3 2024
Mendel Capital Management LLC

BUY
 -
1.01K
+ 3.27%
$48.7K - $51.3K
31.8K $787K
Oct 23, 2024 Q3 2024
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
955
+ 2.91%
$46.2K - $48.6K
33.7K $836K
Nov 04, 2024 Q3 2024
Kaizen Financial Strategies

BUY
 -
892
+ 3.67%
$43.2K - $45.4K
25.2K $625K
Oct 17, 2024 Q3 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
860
New
$41.6K - $43.8K
860 $21.3K
Oct 25, 2024 Q3 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
855
+ 45.89%
$41.4K - $43.5K
2.72K $67.3K
Nov 12, 2024 Q3 2024
Hutchinson Capital Management

San Rafael, CA
BUY
 -
788
+ 3.29%
$38.1K - $40.1K
24.8K $613K
Nov 12, 2024 Q3 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
765
+ 6.79%
$37K - $38.9K
12K $298K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
733
+ 5.97%
$35.5K - $37.3K
13K $322K
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
604
+ 3.25%
$29.2K - $30.7K
19.2K $475K
Oct 07, 2024 Q3 2024
Signal Point Asset Management, LLC

BUY
 -
503
+ 2.43%
$24.3K - $25.6K
21.2K $524K
Nov 04, 2024 Q3 2024
Kennebec Savings Bank

Augusta, ME
BUY
 -
497
New
$24.1K - $25.3K
497 $12.3K
Oct 15, 2024 Q3 2024
Wbh Advisory Inc

BUY
 -
476
+ 5.94%
$23K - $24.2K
8.49K $210K
Nov 12, 2024 Q3 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
476
+ 540.91%
$23K - $24.2K
564 $14K
Oct 11, 2024 Q3 2024
Fifth Third Securities, Inc.

BUY
 -
413
+ 2.24%
$20K - $21K
18.8K $467K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
411
New
$19.9K - $20.9K
411 $10.2K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
360
+ 1384.62%
$17.4K - $18.3K
386 $9.56K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
349
+ 16.0%
$16.9K - $17.8K
2.53K $62.7K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
346
+ 3.64%
$16.7K - $17.6K
9.86K $244K
Oct 30, 2024 Q3 2024
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
337
+ 2.15%
$16.3K - $17.2K
16K $397K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
328
New
$15.9K - $16.7K
328 $8.12K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
322
+ 2.33%
$15.6K - $16.4K
14.2K $351K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
270
New
$13.1K - $13.7K
270 $6.69K
Oct 24, 2024 Q3 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
253
+ 2.8%
$12.2K - $12.9K
9.29K $230K
Oct 17, 2024 Q3 2024
New Hampshire Trust

Concord, NH
BUY
 -
227
+ 5.33%
$11K - $11.6K
4.49K $111K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
214
+ 2.98%
$10.4K - $10.9K
7.41K $183K
Nov 13, 2024 Q3 2024
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
194
+ 0.43%
$9.39K - $9.88K
45.1K $1.12M
Oct 21, 2024 Q3 2024
Venture Visionary Partners LLC

BUY
 -
192
+ 0.86%
$9.29K - $9.77K
22.5K $556K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
192
New
$9.29K - $9.77K
192 $4.76K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
169
+ 15.42%
$8.18K - $8.6K
1.27K $31.3K
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
165
+ 24.34%
$7.99K - $8.4K
843 $20.9K
Nov 07, 2024 Q3 2024
ETF Store, Inc.

BUY
 -
149
+ 1.29%
$7.21K - $7.59K
11.7K $291K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
144
+ 5.62%
$6.97K - $7.33K
2.71K $67K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
128
+ 12800.0%
$6.2K - $6.52K
129 $3.2K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
126
+ 5.47%
$6.1K - $6.41K
2.43K $60.2K
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
120
+ 1.16%
$5.81K - $6.11K
10.5K $259K
Nov 12, 2024 Q3 2024
Fagan Associates, Inc.

BUY
 -
116
+ 0.99%
$5.61K - $5.91K
11.9K $294K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
115
New
$5.57K - $5.85K
115 $2.85K

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