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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.37K- 68.04% |
$66.8K - $68.5K
|
645
$15.8K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.39K- 8.25% |
$67.4K - $69.1K
|
15.4K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 25.14% |
$69K - $70.7K
|
4.22K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.43K- 87.48% |
$69.7K - $71.5K
|
205
$5.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.47K- 9.6% |
$71.5K - $73.4K
|
13.9K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 25.38% |
$72.9K - $74.7K
|
4.4K
$108K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.63K- 20.69% |
$79.3K - $81.4K
|
6.25K
$153K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.77K- 11.02% |
$86K - $88.2K
|
14.3K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.83K- 7.09% |
$89K - $91.2K
|
24K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.86K- 0.89% |
$90.3K - $92.6K
|
206K
$5.02M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.86K- 2.3% |
$90.3K - $92.6K
|
78.9K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.14K- 3.68% |
$104K - $107K
|
55.9K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.29K- 62.28% |
$111K - $114K
|
1.38K
$33.8K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-2.44K- 3.62% |
$119K - $122K
|
65K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.51K- 5.62% |
$122K - $125K
|
42.1K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.78K- 11.08% |
$135K - $138K
|
22.3K
$544K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.8K- 1.55% |
$136K - $139K
|
178K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.05K- 52.07% |
$148K - $152K
|
2.8K
$68.5K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.11K- 50.0% |
$151K - $155K
|
3.11K
$76K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.17K- 35.99% |
$154K - $158K
|
5.64K
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.47K- 6.62% |
$169K - $173K
|
49K
$1.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.93K- 19.03% |
$191K - $196K
|
16.7K
$408K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.45K- 9.73% |
$216K - $222K
|
41.3K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.45K- 18.34% |
$216K - $222K
|
19.8K
$484K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.7KClosed |
$277K - $285K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.82K- 9.06% |
$283K - $290K
|
58.4K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.83K- 25.41% |
$284K - $291K
|
17.1K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.85K- 10.97% |
$284K - $292K
|
47.5K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.38K- 42.61% |
$311K - $318K
|
8.6K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-6.86K- 16.17% |
$334K - $342K
|
35.6K
$869K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-7.04K- 49.82% |
$342K - $351K
|
7.09K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.97K- 14.43% |
$388K - $397K
|
47.3K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.82K- 11.0% |
$429K - $440K
|
71.4K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.08K- 11.83% |
$441K - $453K
|
67.6K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9.43K- 27.01% |
$459K - $470K
|
25.5K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.92K- 13.1% |
$482K - $495K
|
65.8K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10.8K- 22.07% |
$523K - $537K
|
38K
$928K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.4K- 9.47% |
$557K - $571K
|
109K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-11.9K- 44.23% |
$579K - $593K
|
15K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.7K- 5.63% |
$620K - $636K
|
214K
$5.22M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.3K- 47.88% |
$646K - $662K
|
14.5K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.2K- 58.89% |
$692K - $710K
|
9.93K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-14.7K- 59.12% |
$713K - $732K
|
10.1K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-15K- 2.43% |
$727K - $746K
|
600K
$14.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.6K- 99.68% |
$759K - $779K
|
50
$1.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16K- 51.05% |
$780K - $800K
|
15.4K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-17.9K- 3.66% |
$870K - $892K
|
471K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18.5K- 17.8% |
$898K - $921K
|
85.2K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-19.8K- 22.18% |
$963K - $988K
|
69.5K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20.1K- 5.8% |
$978K - $1M
|
327K
$7.98M
|