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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.9KNew |
$1.64M - $1.74M
|
34.9K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.4K+ 7.26% |
$1.57M - $1.66M
|
493K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
29.1K+ 17.17% |
$1.37M - $1.45M
|
199K
$4.9M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
28.6KNew |
$1.35M - $1.43M
|
28.6K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 252.23% |
$1.34M - $1.42M
|
39.8K
$980K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28.2KNew |
$1.33M - $1.41M
|
28.2K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 85.0% |
$1.26M - $1.33M
|
58.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23K+ 95.36% |
$1.08M - $1.15M
|
47.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21K+ 27.02% |
$989K - $1.05M
|
98.7K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.8K+ 158.97% |
$981K - $1.04M
|
33.9K
$836K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.1K+ 6.16% |
$947K - $1M
|
347K
$8.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.7K+ 166.82% |
$925K - $980K
|
31.4K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.5KNew |
$871K - $923K
|
18.5K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.3K+ 16.58% |
$860K - $911K
|
128K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 21.58% |
$817K - $865K
|
97.8K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
17.3K+ 54.64% |
$814K - $862K
|
48.9K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 63.02% |
$767K - $812K
|
42.1K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
16.2K+ 3.15% |
$764K - $809K
|
531K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.7KNew |
$738K - $781K
|
15.7K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
15K+ 3.61% |
$707K - $748K
|
431K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.3K+ 134.82% |
$673K - $713K
|
24.9K
$614K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.2K+ 24.45% |
$669K - $708K
|
72.3K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14.2K+ 24.12% |
$667K - $707K
|
72.9K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.9KNew |
$656K - $694K
|
13.9K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.8K+ 21.52% |
$649K - $687K
|
77.8K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
13.5K+ 137.9% |
$637K - $674K
|
23.3K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$634K - $672K
|
13.5K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 34.08% |
$623K - $660K
|
52.1K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.7K+ 84.92% |
$600K - $635K
|
27.7K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.5KNew |
$589K - $623K
|
12.5K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.5K+ 35.22% |
$588K - $623K
|
48K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
12.1KNew |
$569K - $603K
|
12.1K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
12K+ 29.6% |
$565K - $598K
|
52.5K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
11.6KNew |
$546K - $578K
|
11.6K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.8K+ 38.7% |
$506K - $536K
|
38.5K
$950K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.5K+ 12.86% |
$496K - $526K
|
92.5K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10.1K+ 74.11% |
$476K - $504K
|
23.7K
$585K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
9.94K+ 8.57% |
$468K - $496K
|
126K
$3.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9.85K+ 5.66% |
$464K - $491K
|
184K
$4.53M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
9.83K+ 110.85% |
$463K - $490K
|
18.7K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.72K+ 3.96% |
$458K - $485K
|
255K
$6.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
9.67K+ 4.41% |
$455K - $482K
|
229K
$5.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.49K+ 5.95% |
$447K - $473K
|
169K
$4.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.29K+ 35.83% |
$437K - $463K
|
35.2K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.26K+ 0.96% |
$436K - $462K
|
969K
$23.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.23KNew |
$434K - $460K
|
9.23K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.14K+ 51.44% |
$430K - $456K
|
26.9K
$663K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9.06KNew |
$426K - $452K
|
9.06K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.87K+ 7.83% |
$418K - $442K
|
122K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8.87KNew |
$417K - $442K
|
8.87K
$219K
|