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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.82KNew |
$415K - $440K
|
8.82K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.5KNew |
$400K - $424K
|
8.5K
$209K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.85K+ 125.16% |
$370K - $391K
|
14.1K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
7.8K+ 3.49% |
$367K - $389K
|
231K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.52KNew |
$354K - $375K
|
7.52K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.47KNew |
$352K - $372K
|
7.47K
$184K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22K+ 42.57% |
$340K - $360K
|
24.2K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.21K+ 29.94% |
$339K - $359K
|
31.3K
$771K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.09K+ 21.31% |
$334K - $354K
|
40.4K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$313K - $331K
|
6.64K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.61K+ 29.19% |
$311K - $329K
|
29.2K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.46K+ 5.52% |
$304K - $322K
|
123K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.29KNew |
$296K - $314K
|
6.29K
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.9KNew |
$278K - $294K
|
5.9K
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.75KNew |
$271K - $287K
|
5.75K
$142K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 55.9% |
$271K - $287K
|
16K
$396K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.57K+ 6193.33% |
$262K - $278K
|
5.66K
$140K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.51KNew |
$260K - $275K
|
5.51K
$136K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.38K+ 7.92% |
$253K - $268K
|
73.3K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.35KNew |
$252K - $267K
|
5.35K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.29K+ 20.76% |
$249K - $264K
|
30.8K
$759K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$245K - $260K
|
5.21K
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.2KNew |
$245K - $259K
|
5.2K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.97KNew |
$234K - $248K
|
4.97K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.8KNew |
$226K - $239K
|
4.8K
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 19.08% |
$222K - $235K
|
29.5K
$726K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
$217K - $230K
|
4.61K
$114K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.56KNew |
$215K - $227K
|
4.56K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.33K+ 3.72% |
$204K - $216K
|
121K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
4.17KNew |
$196K - $208K
|
4.17K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.14KNew |
$195K - $206K
|
4.14K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.07K+ 112.59% |
$192K - $203K
|
7.68K
$189K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.07K+ 112.59% |
$192K - $203K
|
7.68K
$189K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.02K+ 20.17% |
$189K - $201K
|
24K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.53K+ 8.83% |
$166K - $176K
|
43.4K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.49K+ 62.9% |
$164K - $174K
|
9.03K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.31K+ 27.51% |
$156K - $165K
|
15.3K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.11KNew |
$147K - $155K
|
3.11K
$76.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.04K+ 28.39% |
$143K - $152K
|
13.7K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 6.74% |
$134K - $142K
|
45K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.83K+ 58.68% |
$133K - $141K
|
7.65K
$188K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.8K+ 2.69% |
$132K - $140K
|
107K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8KNew |
$132K - $140K
|
2.8K
$69K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.73K+ 13.5% |
$129K - $136K
|
23K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.67KNew |
$126K - $133K
|
2.67K
$65.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.61KNew |
$123K - $130K
|
2.61K
$64.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55K+ 47.78% |
$120K - $127K
|
7.87K
$194K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.51K+ 4.28% |
$118K - $125K
|
61.1K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.39K+ 307.6% |
$112K - $119K
|
3.16K
$78K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.26K+ 35.51% |
$106K - $113K
|
8.62K
$212K
|