Purchases and Sales Made in Q2 2023 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.12M+ 13.1% |
$55.2M - $57.1M
|
9.68M
$235M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
632K+ 0.82% |
$31.1M - $32.2M
|
77.4M
$1.88B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
587K+ 12.26% |
$28.9M - $29.9M
|
5.38M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
493K+ 19.86% |
$24.3M - $25.1M
|
2.98M
$72.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322K+ 68.15% |
$15.9M - $16.4M
|
795K
$19.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
274KNew |
$13.5M - $14M
|
274K
$6.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
246K+ 379.59% |
$12.1M - $12.5M
|
310K
$7.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
236K+ 121.99% |
$11.6M - $12M
|
429K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215KNew |
$10.6M - $11M
|
215K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
178K+ 276.21% |
$8.78M - $9.09M
|
243K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
173K+ 426.06% |
$8.5M - $8.8M
|
213K
$5.18M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
161KNew |
$7.94M - $8.22M
|
161K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
157KNew |
$7.74M - $8.01M
|
157K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
126K+ 17.28% |
$6.22M - $6.43M
|
857K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114K+ 5.52% |
$5.61M - $5.81M
|
2.18M
$53M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114K+ 5.52% |
$5.61M - $5.81M
|
2.18M
$53M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105K+ 6889.34% |
$5.19M - $5.37M
|
107K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
91.9K+ 95722.92% |
$4.53M - $4.68M
|
92K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
87.9KNew |
$4.33M - $4.48M
|
87.9K
$2.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
82.6KNew |
$4.07M - $4.21M
|
82.6K
$2.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
82.6KNew |
$4.07M - $4.21M
|
82.6K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
81.3K+ 66.55% |
$4M - $4.14M
|
203K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
80.8K+ 25.98% |
$3.98M - $4.12M
|
392K
$9.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
78.4K+ 54.83% |
$3.86M - $4M
|
221K
$5.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
67.8K+ 11.14% |
$3.34M - $3.45M
|
676K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
57.2K+ 1669.88% |
$2.82M - $2.92M
|
60.6K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
57.1KNew |
$2.81M - $2.91M
|
57.1K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 7.56% |
$2.72M - $2.82M
|
787K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.7K+ 1.93% |
$2.6M - $2.69M
|
2.79M
$67.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45.6K+ 13.0% |
$2.24M - $2.32M
|
396K
$9.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.2K+ 130.41% |
$2.22M - $2.3M
|
79.8K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
44K+ 12.83% |
$2.17M - $2.24M
|
387K
$9.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
41.5K+ 17.86% |
$2.04M - $2.11M
|
274K
$6.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.1K+ 122.39% |
$1.93M - $1.99M
|
71K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
37.2K+ 30.04% |
$1.83M - $1.89M
|
161K
$3.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
37KNew |
$1.82M - $1.89M
|
37K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.8K+ 121.74% |
$1.81M - $1.88M
|
67K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36.3K+ 236.7% |
$1.79M - $1.85M
|
51.7K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
33.5KNew |
$1.65M - $1.71M
|
33.5K
$815K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.9K+ 12.76% |
$1.62M - $1.68M
|
291K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.9K+ 14.87% |
$1.47M - $1.52M
|
231K
$5.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28.9KNew |
$1.42M - $1.47M
|
28.9K
$702K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
25KNew |
$1.23M - $1.28M
|
25K
$609K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
23.3K+ 11.68% |
$1.15M - $1.19M
|
222K
$5.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
22.6K+ 11.48% |
$1.11M - $1.15M
|
220K
$5.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
22.2K+ 15.27% |
$1.09M - $1.13M
|
168K
$4.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22K+ 4.38% |
$1.09M - $1.12M
|
525K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21.8K+ 26.67% |
$1.08M - $1.11M
|
104K
$2.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.7K+ 99.13% |
$970K - $1M
|
39.6K
$962K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
18.9K+ 18.4% |
$930K - $962K
|
121K
$2.95M
|