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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 62.71% |
$81.4K - $170K
|
8.73K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.36K+ 3.68% |
$81.3K - $170K
|
94.7K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.29K+ 178.18% |
$79.6K - $166K
|
5.14K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.22K+ 61.74% |
$77.8K - $163K
|
8.43K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05K+ 100.0% |
$73.7K - $154K
|
6.09K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.02KNew |
$73.1K - $153K
|
3.02K
$74.9K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.81K+ 103.31% |
$67.9K - $142K
|
5.53K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2.54K+ 100.4% |
$61.4K - $128K
|
5.07K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.43K+ 99.84% |
$58.7K - $123K
|
4.85K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.27KNew |
$54.9K - $115K
|
2.27K
$56.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.18K+ 100.0% |
$52.7K - $110K
|
4.35K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.96K+ 119.96% |
$47.4K - $99.1K
|
3.59K
$89K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.27% |
$46.9K - $98K
|
10.3K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 25.47% |
$46.8K - $97.8K
|
9.52K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.88K+ 10.83% |
$45.5K - $95.2K
|
19.3K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.71K+ 101.12% |
$41.4K - $86.6K
|
3.41K
$84.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.68KNew |
$40.5K - $84.8K
|
1.68K
$41.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.64K+ 100.0% |
$39.6K - $82.9K
|
3.28K
$81.1K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.53K+ 891.28% |
$37.1K - $77.5K
|
1.71K
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 100.0% |
$35K - $73.1K
|
2.89K
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $70.6K
|
1.4K
$34.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 94.66% |
$31.7K - $66.3K
|
2.7K
$66.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.19K+ 82.18% |
$28.8K - $60.2K
|
2.64K
$65.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$27.2K - $57K
|
1.13K
$27.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
860+ 100.0% |
$20.8K - $43.5K
|
1.72K
$42.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
789+ 93.59% |
$19.1K - $39.9K
|
1.63K
$40.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
748New |
$18.1K - $37.8K
|
748
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
659+ 100.0% |
$15.9K - $33.3K
|
1.32K
$32.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
594New |
$14.4K - $30K
|
594
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
570New |
$13.8K - $28.8K
|
570
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
534+ 100.38% |
$12.9K - $27K
|
1.07K
$26.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
497+ 100.0% |
$12K - $25.1K
|
994
$24.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
479New |
$11.6K - $24.2K
|
479
$11.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
422+ 102.68% |
$10.2K - $21.3K
|
833
$20.6K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
394New |
$9.53K - $19.9K
|
394
$9.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
370New |
$8.95K - $18.7K
|
370
$9.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 80.59% |
$8.64K - $18.1K
|
800
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331New |
$8.01K - $16.7K
|
331
$8.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
322New |
$7.79K - $16.3K
|
322
$7.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
299+ 100.34% |
$7.23K - $15.1K
|
597
$14.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
273+ 3.22% |
$6.6K - $13.8K
|
8.76K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
262+ 100.0% |
$6.34K - $13.3K
|
524
$13K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
262+ 102.34% |
$6.34K - $13.3K
|
518
$12.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235+ 100.0% |
$5.68K - $11.9K
|
470
$11.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204+ 100.0% |
$4.93K - $10.3K
|
408
$10.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203+ 100.0% |
$4.91K - $10.3K
|
406
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
190New |
$4.6K - $9.61K
|
190
$4.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186+ 48.19% |
$4.5K - $9.41K
|
572
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
184+ 100.55% |
$4.45K - $9.31K
|
367
$9.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 100.0% |
$3.63K - $7.59K
|
300
$7.43K
|