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 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
273KNew |
$6.61M - $13.8M
|
273K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
271K+ 136.91% |
$6.57M - $13.7M
|
470K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
271KNew |
$6.55M - $13.7M
|
271K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
271K+ 112.98% |
$6.55M - $13.7M
|
510K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
257K+ 236.5% |
$6.2M - $13M
|
365K
$9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
243K+ 111.48% |
$5.89M - $12.3M
|
462K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
243K+ 101.18% |
$5.88M - $12.3M
|
483K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242K+ 320.52% |
$5.86M - $12.2M
|
318K
$7.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
235KNew |
$5.67M - $11.9M
|
235K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
233K+ 113.43% |
$5.63M - $11.8M
|
438K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
231K+ 3027.81% |
$5.6M - $11.7M
|
239K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230KNew |
$5.57M - $11.6M
|
230K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
225K+ 103.25% |
$5.43M - $11.4M
|
442K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
224K+ 66.31% |
$5.41M - $11.3M
|
561K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219K+ 126.62% |
$5.29M - $11.1M
|
391K
$9.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
215KNew |
$5.19M - $10.9M
|
215K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
207K+ 134.39% |
$5.01M - $10.5M
|
361K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204K+ 105.86% |
$4.92M - $10.3M
|
396K
$9.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
190K+ 111.72% |
$4.6M - $9.61M
|
360K
$8.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
183K+ 104.05% |
$4.43M - $9.27M
|
359K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
182KNew |
$4.4M - $9.19M
|
182K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
178K+ 115.06% |
$4.3M - $8.99M
|
332K
$8.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
174K+ 114.42% |
$4.21M - $8.81M
|
326K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
170K+ 82.09% |
$4.12M - $8.62M
|
378K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
168K+ 131.85% |
$4.07M - $8.51M
|
296K
$7.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
159KNew |
$3.85M - $8.05M
|
159K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
157K+ 103.34% |
$3.79M - $7.93M
|
308K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 129.63% |
$3.49M - $7.3M
|
256K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
141K+ 173.89% |
$3.41M - $7.14M
|
222K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
139K+ 133.06% |
$3.36M - $7.02M
|
243K
$5.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 154.02% |
$3.32M - $6.95M
|
227K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
124K+ 99.84% |
$3M - $6.28M
|
248K
$6.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
124K+ 91.75% |
$2.99M - $6.25M
|
258K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
123K+ 95.59% |
$2.96M - $6.2M
|
251K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119K+ 133.18% |
$2.88M - $6.03M
|
209K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
116K+ 128.08% |
$2.79M - $5.84M
|
206K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
115K+ 102.31% |
$2.79M - $5.84M
|
228K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
113K+ 782.85% |
$2.73M - $5.71M
|
127K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
113K+ 114.18% |
$2.72M - $5.69M
|
211K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109K+ 50.01% |
$2.64M - $5.53M
|
328K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$2.63M - $5.5M
|
109K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
107K+ 110.14% |
$2.59M - $5.42M
|
204K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
101K+ 194.49% |
$2.44M - $5.11M
|
153K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
93.9KNew |
$2.27M - $4.75M
|
93.9K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93.7K+ 75.21% |
$2.27M - $4.74M
|
218K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$2.26M - $4.72M
|
93.3K
$2.3M
|