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 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12.7K- 35.22% |
$600K - $635K
|
23.4K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-12.8K- 14.3% |
$603K - $638K
|
76.7K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.8K- 7.68% |
$603K - $639K
|
154K
$3.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 5.27% |
$676K - $716K
|
258K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.8K- 7.91% |
$695K - $736K
|
172K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-15.9K- 10.17% |
$751K - $795K
|
141K
$3.47M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-16.4K- 3.57% |
$772K - $818K
|
442K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.4K- 1.33% |
$1.01M - $1.07M
|
1.58M
$39.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.8K- 11.65% |
$1.12M - $1.19M
|
180K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-25.9K- 6.05% |
$1.22M - $1.29M
|
402K
$9.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.1K- 9.98% |
$1.23M - $1.3M
|
235K
$5.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30.3K- 8.43% |
$1.43M - $1.51M
|
329K
$8.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.5K- 37.23% |
$1.53M - $1.62M
|
54.8K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.2K- 11.56% |
$1.8M - $1.91M
|
292K
$7.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38.5K- 45.71% |
$1.81M - $1.92M
|
45.7K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40K- 57.63% |
$1.88M - $1.99M
|
29.4K
$724K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-42.2K- 32.12% |
$1.99M - $2.11M
|
89.3K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-42.4K- 16.32% |
$2M - $2.12M
|
218K
$5.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-42.6K- 61.43% |
$2.01M - $2.13M
|
26.8K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-44K- 35.42% |
$2.07M - $2.19M
|
80.2K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-45.6K- 20.62% |
$2.15M - $2.28M
|
176K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-47.3K- 62.53% |
$2.23M - $2.36M
|
28.4K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.7K- 1.34% |
$2.25M - $2.38M
|
3.51M
$86.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.7K- 4.72% |
$2.25M - $2.38M
|
964K
$23.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-53.7K- 44.31% |
$2.53M - $2.68M
|
67.4K
$1.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-54.5K- 12.74% |
$2.57M - $2.72M
|
373K
$9.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63.8K- 15.54% |
$3M - $3.18M
|
347K
$8.55M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.4K- 52.25% |
$3.22M - $3.41M
|
62.5K
$1.54M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-110K- 18.46% |
$5.19M - $5.5M
|
487K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 51.83% |
$6.77M - $7.17M
|
134K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 30.31% |
$9.97M - $10.6M
|
487K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-227K- 97.99% |
$10.7M - $11.3M
|
4.67K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-279K- 35.1% |
$13.1M - $13.9M
|
516K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.83M- 67.56% |
$180M - $191M
|
1.84M
$45.3M
|