Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.1% |
$3.87K - $4.07K
|
7.36K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55New |
$2.66K - $2.8K
|
55
$1.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
52New |
$2.52K - $2.65K
|
52
$1.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$2.42K - $2.55K
|
50
$1.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50+ 2.03% |
$2.42K - $2.55K
|
2.51K
$60.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.94% |
$2.42K - $2.55K
|
5.39K
$131K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
49+ 0.67% |
$2.37K - $2.49K
|
7.35K
$178K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
41+ 0.91% |
$1.98K - $2.09K
|
4.54K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 0.74% |
$1.89K - $1.99K
|
5.3K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38+ 0.28% |
$1.84K - $1.93K
|
13.6K
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25+ 27.17% |
$1.21K - $1.27K
|
117
$2.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 108.7% |
$1.21K - $1.27K
|
48
$1.16K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 63.64% |
$1.02K - $1.07K
|
54
$1.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 1.07% |
$871 - $916
|
1.69K
$41K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 2.31% |
$484 - $509
|
443
$10.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 13.04% |
$145 - $153
|
26
$629
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.79% |
$96.8 - $102
|
256
$6.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.1% |
$48.4 - $50.9
|
92
$2.23K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
238K+ 75.21% |
$11.4M - $11.7M
|
555K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
166KNew |
$7.93M - $8.12M
|
166K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43.8K+ 34.23% |
$2.09M - $2.14M
|
172K
$4.16M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
21.4KNew |
$1.02M - $1.05M
|
21.4K
$517K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11KNew |
$527K - $539K
|
11K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.59K+ 8.91% |
$363K - $372K
|
92.8K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.21KNew |
$345K - $353K
|
7.21K
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.63KNew |
$269K - $276K
|
5.63K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.21KNew |
$249K - $255K
|
5.21K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.54KNew |
$217K - $222K
|
4.54K
$110K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05KNew |
$146K - $149K
|
3.05K
$73.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.91K+ 16.73% |
$139K - $143K
|
20.3K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.22K+ 6.39% |
$106K - $109K
|
37K
$895K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$96K - $98.3K
|
2.01K
$48.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 1946.99% |
$77.3K - $79.2K
|
1.7K
$41.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
773+ 377.07% |
$37K - $37.9K
|
978
$23.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
688+ 59.36% |
$32.9K - $33.7K
|
1.85K
$44.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
524New |
$25.1K - $25.7K
|
524
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
490New |
$23.4K - $24K
|
490
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
473New |
$22.6K - $23.2K
|
473
$11.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
278New |
$13.3K - $13.6K
|
278
$6.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
272+ 14.28% |
$13K - $13.3K
|
2.18K
$52.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
251+ 5.22% |
$12K - $12.3K
|
5.06K
$123K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204New |
$9.76K - $10K
|
204
$4.94K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
195New |
$9.33K - $9.56K
|
195
$4.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
159New |
$7.61K - $7.79K
|
159
$3.85K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97New |
$4.64K - $4.75K
|
97
$2.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
64+ 0.28% |
$3.06K - $3.14K
|
23.1K
$560K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
50+ 23.26% |
$2.39K - $2.45K
|
265
$6.42K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46+ 0.51% |
$2.2K - $2.25K
|
9K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$1.44K - $1.47K
|
30
$726
|
|