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 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-895- 5.06% |
$42.1K - $44.6K
|
16.8K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.05K- 47.6% |
$49.6K - $52.5K
|
1.16K
$28.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 31.13% |
$50.5K - $53.5K
|
2.37K
$58.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.08K- 94.75% |
$51K - $54K
|
60
$1.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.2K- 10.35% |
$56.4K - $59.7K
|
10.4K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.3K- 12.81% |
$61.4K - $65K
|
8.87K
$219K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.33K- 5.06% |
$62.8K - $66.5K
|
25K
$617K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.34K- 10.14% |
$63.1K - $66.8K
|
11.9K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.36K- 9.85% |
$64.2K - $68K
|
12.5K
$307K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.44K- 3.2% |
$67.9K - $71.9K
|
43.6K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 25.92% |
$73.6K - $77.9K
|
4.47K
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.69K- 3.46% |
$79.4K - $84.1K
|
47.1K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.7K- 29.14% |
$80.1K - $84.8K
|
4.13K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.76K- 2.12% |
$82.7K - $87.6K
|
80.9K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.84K- 2.67% |
$86.6K - $91.8K
|
67.2K
$1.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.07K- 28.41% |
$97.7K - $103K
|
5.23K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.09K- 13.02% |
$98.4K - $104K
|
14K
$344K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.13K- 7.87% |
$100K - $106K
|
24.9K
$615K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 5.26% |
$102K - $108K
|
38.9K
$960K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.22K- 21.38% |
$104K - $110K
|
8.15K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.66K- 59.29% |
$125K - $132K
|
1.82K
$44.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.68K- 21.42% |
$126K - $134K
|
9.84K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.95K- 0.03% |
$139K - $147K
|
10.3M
$254M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.1K- 2.68% |
$146K - $155K
|
112K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.11K- 23.53% |
$146K - $155K
|
10.1K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.33K- 12.06% |
$157K - $166K
|
24.3K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.58K- 7.42% |
$168K - $178K
|
44.6K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.66K- 93.75% |
$172K - $182K
|
244
$6.01K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.2K- 38.33% |
$198K - $209K
|
6.75K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.26K- 3.29% |
$201K - $212K
|
125K
$3.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.46K- 34.87% |
$210K - $222K
|
8.33K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.51K- 19.31% |
$212K - $225K
|
18.9K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.73K- 1.55% |
$223K - $236K
|
300K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-5.17K- 5.92% |
$243K - $258K
|
82K
$2.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.58K- 46.42% |
$263K - $278K
|
6.44K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.75K- 0.2% |
$271K - $287K
|
2.93M
$72.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.44K- 67.91% |
$303K - $321K
|
3.05K
$75.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.97K- 31.27% |
$328K - $348K
|
15.3K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.99K- 11.23% |
$329K - $349K
|
55.2K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.01K- 2.25% |
$330K - $350K
|
304K
$7.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.53K- 9.62% |
$355K - $376K
|
70.7K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.2K- 25.06% |
$386K - $409K
|
24.5K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-8.51K- 22.41% |
$401K - $424K
|
29.5K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.64K- 65.7% |
$407K - $431K
|
4.51K
$111K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9K- 66.93% |
$424K - $449K
|
4.44K
$110K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10K- 68.03% |
$471K - $499K
|
4.7K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 32.25% |
$500K - $530K
|
22.3K
$550K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.4K- 2.36% |
$539K - $571K
|
474K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.2K- 4.09% |
$573K - $607K
|
286K
$7.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-12.5K- 20.35% |
$587K - $621K
|
48.8K
$1.2M
|