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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-606- 6.05% |
$29.3K - $30.9K
|
9.4K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-617- 5.76% |
$29.9K - $31.4K
|
10.1K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-696- 12.93% |
$33.7K - $35.4K
|
4.69K
$114K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-714- 33.02% |
$34.6K - $36.3K
|
1.45K
$35.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-782- 6.63% |
$37.8K - $39.8K
|
11K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-790- 5.96% |
$38.2K - $40.2K
|
12.5K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-800- 8.32% |
$38.7K - $40.7K
|
8.82K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-805- 4.59% |
$39K - $41K
|
16.7K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-838- 1.31% |
$40.6K - $42.7K
|
63.3K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-848- 4.65% |
$41K - $43.2K
|
17.4K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 24.63% |
$50.9K - $53.5K
|
3.22K
$78K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 12.59% |
$53.3K - $56.1K
|
7.64K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 10.71% |
$58.7K - $61.7K
|
10.1K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.26K- 16.25% |
$61.1K - $64.2K
|
6.5K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.35K- 24.25% |
$65.3K - $68.7K
|
4.22K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.38K- 7.95% |
$66.8K - $70.3K
|
16K
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.42K- 13.49% |
$68.9K - $72.5K
|
9.13K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.5K- 4.39% |
$72.7K - $76.5K
|
32.8K
$794K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.52K- 1.66% |
$73.3K - $77.1K
|
89.5K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$33.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.28% |
$78.7K - $82.8K
|
69.6K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 10.09% |
$85.5K - $90K
|
15.7K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$24.3
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 27.64% |
$89.2K - $93.9K
|
4.83K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.93K- 5.59% |
$93.2K - $98K
|
32.5K
$789K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.98K- 11.34% |
$96K - $101K
|
15.5K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.19K- 32.22% |
$106K - $112K
|
4.61K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.27K- 34.64% |
$110K - $116K
|
4.28K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.43% |
$111K - $117K
|
49.6K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-2.85K- 1.42% |
$138K - $145K
|
198K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.09K- 40.94% |
$149K - $157K
|
4.45K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.43K- 5.88% |
$166K - $175K
|
54.9K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.47K- 99.48% |
$168K - $177K
|
18
$437
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.58K- 1.04% |
$173K - $182K
|
340K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.02K- 25.59% |
$194K - $204K
|
11.7K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.07K- 13.35% |
$197K - $207K
|
26.4K
$640K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.07K- 1.09% |
$197K - $207K
|
371K
$9M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-4.4K- 8.26% |
$213K - $224K
|
48.9K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.41K- 18.62% |
$213K - $224K
|
19.3K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.45K- 7.23% |
$215K - $227K
|
57.1K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.51K- 9.44% |
$218K - $230K
|
43.2K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.53K- 9.1% |
$219K - $230K
|
45.2K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.81K- 1.69% |
$233K - $245K
|
280K
$6.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.96K- 19.73% |
$240K - $252K
|
20.2K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 29.06% |
$297K - $312K
|
15K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.64K- 3.47% |
$418K - $440K
|
240K
$5.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.74K- 46.6% |
$423K - $445K
|
10K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.9K- 17.52% |
$479K - $504K
|
46.6K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.2K- 1.13% |
$542K - $570K
|
983K
$23.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-13.4K- 1.05% |
$650K - $684K
|
1.26M
$30.6M
|