Purchases and Sales Made in Q4 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$2.26M - $4.72M
|
93.3K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92.6K+ 714.13% |
$2.24M - $4.68M
|
106K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
92.3K+ 110.67% |
$2.23M - $4.67M
|
176K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
90.9K+ 992.73% |
$2.2M - $4.6M
|
100K
$2.48M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89.2K+ 104.43% |
$2.16M - $4.51M
|
175K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
87.2KNew |
$2.11M - $4.41M
|
87.2K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.9K+ 181.58% |
$2.1M - $4.4M
|
135K
$3.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
85.3K+ 239.99% |
$2.06M - $4.31M
|
121K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
85.1K+ 91.31% |
$2.06M - $4.3M
|
178K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
83.5KNew |
$2.02M - $4.22M
|
83.5K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
82.7K+ 100.09% |
$2M - $4.18M
|
165K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
82.6K+ 187.91% |
$2M - $4.18M
|
127K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 123.94% |
$1.96M - $4.09M
|
146K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
75.4K+ 157.05% |
$1.82M - $3.81M
|
123K
$3.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
72.5K+ 146.37% |
$1.75M - $3.67M
|
122K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 112.74% |
$1.72M - $3.6M
|
134K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
70K+ 12.18% |
$1.69M - $3.54M
|
644K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.5K+ 95.9% |
$1.68M - $3.51M
|
142K
$3.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
68.2K+ 100.11% |
$1.65M - $3.45M
|
136K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
66.8K+ 21.17% |
$1.62M - $3.38M
|
382K
$9.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.1K+ 89.81% |
$1.6M - $3.34M
|
140K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
61.6K+ 95.3% |
$1.49M - $3.12M
|
126K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
60.7KNew |
$1.47M - $3.07M
|
60.7K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
59.8K+ 94.48% |
$1.45M - $3.02M
|
123K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
59.4K+ 233.23% |
$1.44M - $3M
|
84.8K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 107.59% |
$1.43M - $3M
|
114K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
58K+ 128.27% |
$1.4M - $2.93M
|
103K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
56.1K+ 108.77% |
$1.36M - $2.84M
|
108K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
56.1K+ 124.52% |
$1.36M - $2.84M
|
101K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
56K+ 519.35% |
$1.35M - $2.83M
|
66.8K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55.8K+ 113.64% |
$1.35M - $2.82M
|
105K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55.6K+ 114.82% |
$1.34M - $2.81M
|
104K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
55.3K+ 106.11% |
$1.34M - $2.8M
|
107K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
53.4K+ 108.53% |
$1.29M - $2.7M
|
103K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51.5K+ 130.81% |
$1.25M - $2.61M
|
90.9K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
50.5KNew |
$1.22M - $2.55M
|
50.5K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.4K+ 147.06% |
$1.19M - $2.5M
|
83K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.2K+ 138.4% |
$1.19M - $2.49M
|
84.7K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
47.7K+ 114.85% |
$1.15M - $2.41M
|
89.1K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.1K+ 52.28% |
$1.14M - $2.38M
|
137K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 141.86% |
$1.13M - $2.37M
|
79.9K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
46.4K+ 52.38% |
$1.12M - $2.34M
|
135K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
45.6KNew |
$1.1M - $2.31M
|
45.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
45.5K+ 96.17% |
$1.1M - $2.3M
|
92.8K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
45.4KNew |
$1.1M - $2.3M
|
45.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44.5KNew |
$1.08M - $2.25M
|
44.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
44K+ 174.51% |
$1.07M - $2.23M
|
69.3K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
43.1K+ 108.32% |
$1.04M - $2.18M
|
82.9K
$2.05M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43.1KNew |
$1.04M - $2.18M
|
43.1K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
43KNew |
$1.04M - $2.17M
|
43K
$1.06M
|