Purchases and Sales Made in Q1 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.6K+ 6.53% |
$954K - $978K
|
320K
$7.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
19.3K+ 11.46% |
$941K - $965K
|
188K
$4.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.3K+ 11.86% |
$888K - $911K
|
172K
$4.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.8K+ 14.59% |
$867K - $889K
|
140K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 223.92% |
$833K - $854K
|
24.8K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 30.47% |
$795K - $816K
|
70K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15K+ 6.88% |
$728K - $747K
|
233K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.8KNew |
$721K - $739K
|
14.8K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 8.61% |
$720K - $739K
|
187K
$4.56M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
14.2K+ 1278.95% |
$689K - $706K
|
15.3K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.6KNew |
$660K - $676K
|
13.6K
$331K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.3K+ 18.41% |
$647K - $664K
|
85.6K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
11.8K+ 50.72% |
$576K - $590K
|
35.2K
$859K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.7K+ 16.08% |
$571K - $585K
|
84.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11.7K+ 103.36% |
$570K - $585K
|
23.1K
$563K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 20.55% |
$548K - $562K
|
66.1K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11K+ 22.95% |
$535K - $549K
|
59K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11K+ 37.31% |
$533K - $547K
|
40.3K
$985K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.5K+ 9.82% |
$511K - $524K
|
118K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.1K+ 41.25% |
$494K - $506K
|
34.7K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.76KNew |
$426K - $437K
|
8.76K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.21K+ 184.65% |
$399K - $409K
|
12.7K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
8.01K+ 16.38% |
$390K - $400K
|
56.9K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.7KNew |
$375K - $384K
|
7.7K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.16K+ 33.69% |
$348K - $357K
|
28.4K
$694K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
6.93K+ 9.45% |
$337K - $345K
|
80.2K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.56KNew |
$319K - $327K
|
6.56K
$160K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.49K+ 1.31% |
$316K - $324K
|
501K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.41K+ 7.78% |
$312K - $320K
|
88.8K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.41KNew |
$312K - $320K
|
6.41K
$157K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.07KNew |
$295K - $303K
|
6.07K
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.97K+ 0.48% |
$291K - $298K
|
1.24M
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.8KNew |
$282K - $289K
|
5.8K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.79K+ 63.97% |
$281K - $289K
|
14.8K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.75K+ 18.38% |
$280K - $287K
|
37K
$904K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.67K+ 9.28% |
$276K - $283K
|
66.7K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
5.55KNew |
$270K - $277K
|
5.55K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.3K+ 112.77% |
$258K - $264K
|
10K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
4.9K+ 2.47% |
$238K - $244K
|
204K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.76K+ 63.29% |
$231K - $237K
|
12.3K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.67KNew |
$227K - $233K
|
4.67K
$114K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.66KNew |
$227K - $232K
|
4.66K
$114K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4.5KNew |
$219K - $224K
|
4.5K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.48K+ 15.8% |
$218K - $223K
|
32.8K
$802K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.35K+ 2.36% |
$211K - $217K
|
188K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.27KNew |
$208K - $213K
|
4.27K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.19K+ 5.71% |
$204K - $209K
|
77.5K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17K+ 55.91% |
$203K - $208K
|
11.6K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.94K+ 7.57% |
$192K - $197K
|
56K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.85K+ 37.38% |
$187K - $192K
|
14.2K
$346K
|