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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 91.76% |
$428K - $895K
|
37K
$911K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 129.87% |
$426K - $891K
|
31.2K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 149.39% |
$424K - $887K
|
29.3K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 81.99% |
$414K - $867K
|
38K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 106.74% |
$392K - $820K
|
31.4K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2K+ 52.24% |
$392K - $820K
|
47.2K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16K+ 31.37% |
$387K - $808K
|
66.9K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.8KNew |
$383K - $801K
|
15.8K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.7K+ 99.52% |
$379K - $793K
|
31.4K
$775K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
15.7KNew |
$379K - $792K
|
15.7K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 81.26% |
$377K - $789K
|
34.8K
$857K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15K+ 253.76% |
$362K - $757K
|
20.9K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
15K+ 128.76% |
$362K - $757K
|
26.6K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
14.9KNew |
$360K - $753K
|
14.9K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.7K+ 52.77% |
$357K - $746K
|
42.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 113.95% |
$342K - $714K
|
26.5K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
13.9KNew |
$337K - $705K
|
13.9K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.6K+ 137.72% |
$329K - $687K
|
23.4K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.5K+ 27.23% |
$327K - $684K
|
63.2K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13.4K+ 11471.79% |
$325K - $679K
|
13.5K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$323K - $675K
|
13.3K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 103.32% |
$312K - $652K
|
25.3K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.5KNew |
$303K - $634K
|
12.5K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.4K+ 103.41% |
$301K - $629K
|
24.5K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12K+ 100.0% |
$291K - $608K
|
24.1K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
11.7K+ 99.01% |
$284K - $594K
|
23.6K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 20.21% |
$283K - $591K
|
69.6K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.7K+ 260.53% |
$283K - $591K
|
16.2K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.6K+ 110.36% |
$279K - $584K
|
22K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11.3K+ 70.46% |
$272K - $569K
|
27.2K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11K+ 100.0% |
$266K - $557K
|
22K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.6K+ 92.66% |
$255K - $534K
|
21.9K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.6K+ 98.41% |
$255K - $534K
|
21.3K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.5K+ 97.95% |
$254K - $531K
|
21.2K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
10.1K+ 100.0% |
$245K - $513K
|
20.3K
$500K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.1K+ 86.79% |
$245K - $513K
|
21.8K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 100.0% |
$244K - $511K
|
20.2K
$498K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.83K+ 98.2% |
$238K - $497K
|
19.8K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.57K+ 104.77% |
$231K - $484K
|
18.7K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.55KNew |
$231K - $483K
|
9.55K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.51KNew |
$230K - $481K
|
9.51K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.44K+ 100.43% |
$228K - $478K
|
18.8K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.4KNew |
$227K - $476K
|
9.4K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
9.34K+ 102.48% |
$226K - $473K
|
18.5K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
9.2K+ 102.51% |
$223K - $465K
|
18.2K
$448K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.18K+ 102.99% |
$222K - $464K
|
18.1K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.16KNew |
$222K - $463K
|
9.16K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.09K+ 97.88% |
$220K - $460K
|
18.4K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.85K+ 87.73% |
$214K - $448K
|
18.9K
$467K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
8.68K+ 100.58% |
$210K - $439K
|
17.3K
$427K
|