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 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
8.4KNew |
$203K - $425K
|
8.4K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 57.48% |
$202K - $423K
|
22.9K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.36KNew |
$202K - $423K
|
8.36K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.31KNew |
$201K - $420K
|
8.31K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.23K+ 94.89% |
$199K - $416K
|
16.9K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.89K+ 35.2% |
$191K - $399K
|
30.3K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.78K+ 181.67% |
$188K - $393K
|
12.1K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.76KNew |
$188K - $393K
|
7.76K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 103.67% |
$186K - $388K
|
15.1K
$372K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.45K+ 101.29% |
$180K - $377K
|
14.8K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 91.31% |
$163K - $340K
|
14.1K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.62K+ 102.73% |
$160K - $335K
|
13.1K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.2K+ 110.12% |
$150K - $314K
|
11.8K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.2K+ 89.14% |
$150K - $314K
|
13.2K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.05K+ 187.91% |
$146K - $306K
|
9.26K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.02K+ 98.69% |
$146K - $304K
|
12.1K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.94K+ 53.98% |
$144K - $300K
|
16.9K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.92K+ 144.88% |
$143K - $299K
|
10K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 501.8% |
$142K - $297K
|
7.04K
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.84K+ 156.63% |
$141K - $295K
|
9.56K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.59K+ 161.45% |
$135K - $283K
|
9.05K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.58K+ 100.2% |
$135K - $282K
|
11.2K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.52K+ 102.45% |
$134K - $279K
|
10.9K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.45K+ 9389.66% |
$132K - $275K
|
5.5K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.42K+ 73.18% |
$131K - $274K
|
12.8K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.4KNew |
$131K - $273K
|
5.4K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.36K+ 102.62% |
$130K - $271K
|
10.6K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5K+ 94.34% |
$121K - $253K
|
10.3K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.96KNew |
$120K - $251K
|
4.96K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.95K+ 103.15% |
$120K - $250K
|
9.75K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 100.0% |
$113K - $236K
|
9.32K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.46K+ 100.0% |
$108K - $225K
|
8.91K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.35K+ 72.53% |
$105K - $220K
|
10.4K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.3K+ 100.0% |
$104K - $217K
|
8.6K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.25K+ 73.79% |
$103K - $215K
|
10K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 28.31% |
$102K - $214K
|
19.2K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.22K+ 100.0% |
$102K - $213K
|
8.44K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 3.74% |
$102K - $213K
|
117K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.15K+ 91.43% |
$100K - $210K
|
8.69K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.11K+ 163.75% |
$99.4K - $208K
|
6.62K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.08K+ 83.66% |
$98.6K - $206K
|
8.95K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.06K+ 100.0% |
$98.3K - $205K
|
8.12K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.97K+ 47.44% |
$96.1K - $201K
|
12.3K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.85K+ 81.96% |
$93.1K - $195K
|
8.54K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.69K+ 78.6% |
$89.1K - $186K
|
8.37K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.62KNew |
$87.5K - $183K
|
3.62K
$89.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.46KNew |
$83.6K - $175K
|
3.46K
$85.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 62.71% |
$81.4K - $170K
|
8.73K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.36K+ 3.68% |
$81.3K - $170K
|
94.7K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.29K+ 178.18% |
$79.6K - $166K
|
5.14K
$127K
|