Purchases and Sales Made in Q4 2023 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 1.21% |
$141 - $150
|
250
$6.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 42.86% |
$141 - $150
|
10
$244
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 14.29% |
$94.2 - $99.7
|
16
$390
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 3.13% |
$47.1 - $49.9
|
33
$805
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.01% |
$47.1 - $49.9
|
13.7K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.22% |
$612 - $648
|
5.85K
$143K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.22% |
$612 - $648
|
5.85K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 15.93% |
$848 - $898
|
95
$2.32K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 50.0% |
$1.65K - $1.75K
|
35
$854
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.17K - $2.29K
|
4.55K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-71- 78.02% |
$3.34K - $3.54K
|
20
$488
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-73- 41.01% |
$3.44K - $3.64K
|
105
$2.56K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 4.09% |
$4.05K - $4.29K
|
2.02K
$49.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-88- 49.44% |
$4.14K - $4.39K
|
90
$2.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-107- 22.81% |
$5.04K - $5.34K
|
362
$8.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-139- 1.24% |
$6.55K - $6.93K
|
11K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140- 51.85% |
$6.59K - $6.98K
|
130
$3.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-163- 1.06% |
$7.68K - $8.13K
|
15.3K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 1.69% |
$8.33K - $8.83K
|
10.3K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-198- 0.19% |
$9.32K - $9.87K
|
106K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-199- 0.94% |
$9.37K - $9.92K
|
20.9K
$511K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-200- 0.7% |
$9.42K - $9.97K
|
28.2K
$687K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-207- 7.29% |
$9.75K - $10.3K
|
2.63K
$64.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-239- 2.06% |
$11.3K - $11.9K
|
11.3K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-253- 92.67% |
$11.9K - $12.6K
|
20
$488
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-265- 8.7% |
$12.5K - $13.2K
|
2.78K
$67.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-270- 0.34% |
$12.7K - $13.5K
|
78.6K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-285- 26.39% |
$13.4K - $14.2K
|
795
$19.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-337- 2.72% |
$15.9K - $16.8K
|
12K
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-342- 2.63% |
$16.1K - $17.1K
|
12.7K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-370- 4.48% |
$17.4K - $18.5K
|
7.88K
$192K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-370- 9.16% |
$17.4K - $18.5K
|
3.67K
$89.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-374- 18.59% |
$17.6K - $18.7K
|
1.64K
$40K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-440- 68.43% |
$20.7K - $21.9K
|
203
$4.95K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-478- 0.82% |
$22.5K - $23.8K
|
58.1K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 47.44% |
$23.6K - $25K
|
555
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-515- 9.29% |
$24.3K - $25.7K
|
5.03K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-545- 10.44% |
$25.7K - $27.2K
|
4.68K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-557- 1.74% |
$26.2K - $27.8K
|
31.5K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-571- 3.71% |
$26.9K - $28.5K
|
14.8K
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-604- 4.13% |
$28.4K - $30.1K
|
14K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-627- 13.17% |
$29.5K - $31.3K
|
4.13K
$101K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-650- 8.52% |
$30.6K - $32.4K
|
6.98K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-731- 12.26% |
$34.4K - $36.5K
|
5.23K
$128K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-805- 0.99% |
$37.9K - $40.1K
|
80.8K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-878- 7.83% |
$41.3K - $43.8K
|
10.3K
$252K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-887- 65.08% |
$41.8K - $44.2K
|
476
$11.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-895- 5.06% |
$42.1K - $44.6K
|
16.8K
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.05K- 47.6% |
$49.6K - $52.5K
|
1.16K
$28.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 31.13% |
$50.5K - $53.5K
|
2.37K
$57.9K
|