Purchases and Sales Made in Q3 2024 in Schwab Intermediate Term Us Tr (SCHR)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115New |
$5.57K - $5.85K
|
115
$2.84K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 1.37% |
$4.84K - $5.09K
|
7.4K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99+ 0.54% |
$4.79K - $5.04K
|
18.4K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
90New |
$4.36K - $4.58K
|
90
$2.22K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
90+ 1.91% |
$4.36K - $4.58K
|
4.8K
$118K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.1% |
$3.87K - $4.07K
|
7.36K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55New |
$2.66K - $2.8K
|
55
$1.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
52New |
$2.52K - $2.65K
|
52
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$2.42K - $2.55K
|
50
$1.23K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.94% |
$2.42K - $2.55K
|
5.39K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50+ 2.03% |
$2.42K - $2.55K
|
2.51K
$61.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
49+ 0.67% |
$2.37K - $2.49K
|
7.35K
$181K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.91% |
$1.98K - $2.09K
|
4.54K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 0.74% |
$1.89K - $1.99K
|
5.3K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38+ 0.28% |
$1.84K - $1.93K
|
13.6K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 27.17% |
$1.21K - $1.27K
|
117
$2.89K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 108.7% |
$1.21K - $1.27K
|
48
$1.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 63.64% |
$1.02K - $1.07K
|
54
$1.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 1.07% |
$871 - $916
|
1.69K
$41.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 2.31% |
$484 - $509
|
443
$10.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 13.04% |
$145 - $153
|
26
$642
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.79% |
$96.8 - $102
|
256
$6.32K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.1% |
$48.4 - $50.9
|
92
$2.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.54% |
$48.4 - $50.9
|
183
$4.52K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 6.45% |
$96.8 - $102
|
29
$716
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.03% |
$194 - $204
|
12K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7- 2.3% |
$339 - $356
|
298
$7.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11- 0.04% |
$532 - $560
|
31K
$766K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 15.94% |
$532 - $560
|
58
$1.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-20- 15.04% |
$968 - $1.02K
|
113
$2.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.25% |
$1.06K - $1.12K
|
8.91K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 30.14% |
$1.06K - $1.12K
|
51
$1.26K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 9.96% |
$1.26K - $1.32K
|
235
$5.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.19% |
$1.36K - $1.43K
|
14.4K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-33- 0.63% |
$1.6K - $1.68K
|
5.22K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 27.22% |
$2.37K - $2.49K
|
131
$3.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 47.27% |
$2.52K - $2.65K
|
58
$1.43K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-54- 23.89% |
$2.61K - $2.75K
|
172
$4.24K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-71- 4.17% |
$3.44K - $3.61K
|
1.63K
$40.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-93- 45.81% |
$4.5K - $4.73K
|
110
$2.71K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-136- 10.42% |
$6.58K - $6.92K
|
1.17K
$28.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-139- 0.29% |
$6.73K - $7.08K
|
47.3K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 0.22% |
$7.94K - $8.35K
|
75.5K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-210- 2.29% |
$10.2K - $10.7K
|
8.98K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-237- 0.24% |
$11.5K - $12.1K
|
97.2K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-272- 3.16% |
$13.2K - $13.8K
|
8.33K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-294- 4.03% |
$14.2K - $15K
|
7K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-318- 1.32% |
$15.4K - $16.2K
|
23.8K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-410- 6.4% |
$19.8K - $20.9K
|
6K
$148K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-411- 6.87% |
$19.9K - $20.9K
|
5.57K
$137K
|