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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.5K+ 43.73% |
$1.03M - $2.15M
|
140K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
39.6K+ 87.97% |
$958K - $2M
|
84.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
38.3KNew |
$927K - $1.94M
|
38.3K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
36K+ 73.61% |
$871K - $1.82M
|
84.9K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
35.1K+ 13.61% |
$848K - $1.77M
|
292K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
35K+ 135.51% |
$847K - $1.77M
|
60.9K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
34.6K+ 100.93% |
$838K - $1.75M
|
68.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
33.5KNew |
$810K - $1.69M
|
33.5K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33.1K+ 48.09% |
$800K - $1.67M
|
102K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
32.4K+ 10.58% |
$783K - $1.64M
|
338K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
31.2K+ 110.34% |
$754K - $1.58M
|
59.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
31.2K+ 98.07% |
$754K - $1.58M
|
63K
$1.55M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$751K - $1.57M
|
31.1K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.6K+ 126.13% |
$715K - $1.5M
|
53K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
29.2KNew |
$706K - $1.48M
|
29.2K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$705K - $1.47M
|
29.1K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
28.2K+ 176.31% |
$683K - $1.43M
|
44.2K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$681K - $1.42M
|
28.2K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.1K+ 401.59% |
$680K - $1.42M
|
35.1K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
27.6K+ 84.16% |
$667K - $1.39M
|
60.3K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
26.7K+ 38.42% |
$647K - $1.35M
|
96.3K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26.5K+ 81.6% |
$642K - $1.34M
|
59.1K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.2K+ 60.51% |
$633K - $1.32M
|
69.4K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.1KNew |
$632K - $1.32M
|
26.1K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
25.3K+ 44.28% |
$612K - $1.28M
|
82.4K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.9K+ 108.18% |
$603K - $1.26M
|
48K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.8KNew |
$600K - $1.25M
|
24.8K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.7KNew |
$598K - $1.25M
|
24.7K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
24.1K+ 97.44% |
$584K - $1.22M
|
48.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
23.6K+ 99.31% |
$571K - $1.19M
|
47.3K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 89.81% |
$558K - $1.17M
|
48.7K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23K+ 102.34% |
$556K - $1.16M
|
45.4K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
22.8K+ 100.0% |
$552K - $1.15M
|
45.6K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.6K+ 122.61% |
$548K - $1.15M
|
41.1K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.1K+ 124.52% |
$535K - $1.12M
|
39.9K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.3K+ 113.09% |
$516K - $1.08M
|
40.2K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
20.3K+ 99.72% |
$491K - $1.03M
|
40.6K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20.2K+ 310.27% |
$488K - $1.02M
|
26.7K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.2K+ 48.57% |
$488K - $1.02M
|
61.7K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20K+ 168.53% |
$485K - $1.01M
|
31.9K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 127.18% |
$477K - $998K
|
35.3K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
19.7K+ 100.99% |
$477K - $998K
|
39.3K
$968K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
19.2K+ 117.68% |
$464K - $970K
|
35.5K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.1K+ 37.91% |
$462K - $966K
|
69.5K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 14519.38% |
$453K - $947K
|
18.9K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 70.83% |
$452K - $946K
|
45.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 101.48% |
$451K - $943K
|
37K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3KNew |
$443K - $926K
|
18.3K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.1K+ 36.03% |
$438K - $915K
|
68.3K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18K+ 85.05% |
$435K - $910K
|
39.2K
$965K
|