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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-66- 0.72% |
$3.21K - $3.29K
|
9.16K
$224K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-69- 74.19% |
$3.36K - $3.44K
|
24
$586
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-76- 0.14% |
$3.7K - $3.79K
|
54.6K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 1.04% |
$3.89K - $3.99K
|
7.6K
$186K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-84- 20.84% |
$4.09K - $4.19K
|
319
$7.79K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-99- 0.72% |
$4.82K - $4.94K
|
13.7K
$335K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-100- 1.1% |
$4.86K - $4.99K
|
8.96K
$219K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 62.95% |
$6.86K - $7.03K
|
83
$2.03K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-142- 2.1% |
$6.91K - $7.08K
|
6.61K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-153- 5.86% |
$7.44K - $7.63K
|
2.46K
$60.1K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-167Closed |
$8.12K - $8.33K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-180- 10.08% |
$8.76K - $8.98K
|
1.61K
$39.2K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 41.52% |
$9.05K - $9.28K
|
262
$6.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-200- 2.43% |
$9.73K - $9.98K
|
8.02K
$196K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-207- 84.84% |
$10.1K - $10.3K
|
37
$904
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-212- 2.25% |
$10.3K - $10.6K
|
9.22K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-226- 51.13% |
$11K - $11.3K
|
216
$5.28K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-234- 0.79% |
$11.4K - $11.7K
|
29.2K
$714K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-243- 51.05% |
$11.8K - $12.1K
|
233
$5.69K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 2.82% |
$12.2K - $12.5K
|
8.62K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-253- 1.8% |
$12.3K - $12.6K
|
13.8K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-259- 2.14% |
$12.6K - $12.9K
|
11.8K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-264- 1.13% |
$12.8K - $13.2K
|
23.2K
$566K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-268- 4.16% |
$13K - $13.4K
|
6.17K
$151K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-285- 3.24% |
$13.9K - $14.2K
|
8.5K
$208K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-297- 0.23% |
$14.4K - $14.8K
|
131K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-385- 14.4% |
$18.7K - $19.2K
|
2.29K
$55.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-394- 0.31% |
$19.2K - $19.7K
|
125K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-395- 0.85% |
$19.2K - $19.7K
|
46.2K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-440- 18.55% |
$21.4K - $21.9K
|
1.93K
$47.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-449- 1.52% |
$21.8K - $22.4K
|
29K
$709K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-563- 1.46% |
$27.4K - $28.1K
|
38K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-581- 11.1% |
$28.3K - $29K
|
4.65K
$114K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-596- 24.76% |
$29K - $29.7K
|
1.81K
$44.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-600- 11.48% |
$29.2K - $29.9K
|
4.63K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-620- 4.06% |
$30.2K - $30.9K
|
14.7K
$358K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-639- 27.75% |
$31.1K - $31.9K
|
1.66K
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-812- 1.87% |
$39.5K - $40.5K
|
42.6K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-821- 5.97% |
$39.9K - $41K
|
12.9K
$316K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-834- 4.42% |
$40.6K - $41.6K
|
18K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-847- 26.78% |
$41.2K - $42.2K
|
2.32K
$56.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-889- 1.89% |
$43.2K - $44.3K
|
46.2K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-935- 1.41% |
$45.5K - $46.6K
|
65.5K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-992- 7.83% |
$48.3K - $49.5K
|
11.7K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1K- 4.1% |
$48.8K - $50.1K
|
23.5K
$574K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.08K- 9.12% |
$52.6K - $54K
|
10.8K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.15K- 12.69% |
$55.7K - $57.2K
|
7.89K
$193K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 58.89% |
$58.5K - $60K
|
839
$20.5K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.22K- 9.76% |
$59.2K - $60.7K
|
11.3K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.34K- 10.48% |
$65K - $66.6K
|
11.4K
$279K
|