Purchases and Sales Made in Q2 2024 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.25KNew |
$251K - $257K
|
5.25K
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.23K+ 109.26% |
$250K - $256K
|
10K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.21KNew |
$249K - $255K
|
5.21K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.17KNew |
$247K - $253K
|
5.17K
$126K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.04K+ 185.2% |
$241K - $247K
|
7.77K
$190K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.77KNew |
$228K - $234K
|
4.77K
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.61KNew |
$221K - $226K
|
4.61K
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.54KNew |
$217K - $222K
|
4.54K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.43K+ 86.99% |
$212K - $217K
|
9.52K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.39K+ 55.7% |
$210K - $215K
|
12.3K
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.39K+ 25.36% |
$210K - $215K
|
21.7K
$530K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 103.15% |
$208K - $213K
|
8.58K
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.31K+ 30.16% |
$206K - $211K
|
18.6K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.27KNew |
$204K - $209K
|
4.27K
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.26KNew |
$204K - $209K
|
4.26K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$202K - $207K
|
4.22K
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.2K+ 7.2% |
$201K - $206K
|
62.6K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.02K+ 32.73% |
$192K - $197K
|
16.3K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.81K+ 9.3% |
$182K - $187K
|
44.8K
$1.09M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.47K+ 19294.44% |
$166K - $170K
|
3.49K
$85.3K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.41K+ 11.6% |
$163K - $167K
|
32.8K
$801K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.07K+ 21.22% |
$147K - $150K
|
17.5K
$428K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05KNew |
$146K - $149K
|
3.05K
$74.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.91K+ 16.73% |
$139K - $143K
|
20.3K
$497K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.84K+ 18.49% |
$136K - $139K
|
18.2K
$445K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.63K+ 14.61% |
$126K - $129K
|
20.7K
$505K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.48K+ 0.95% |
$119K - $122K
|
263K
$6.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.33K+ 17.48% |
$112K - $114K
|
15.7K
$383K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.33K+ 2.9% |
$111K - $114K
|
82.5K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 3.4% |
$107K - $109K
|
67.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.22K+ 6.39% |
$106K - $109K
|
37K
$903K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$96K - $98.3K
|
2.01K
$49K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.96K+ 6.8% |
$93.8K - $96K
|
30.8K
$752K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.89K+ 6.52% |
$90.5K - $92.7K
|
30.9K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 16.15% |
$90K - $92.1K
|
13.5K
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.86KNew |
$89.1K - $91.3K
|
1.86K
$45.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.76K+ 4.96% |
$84.4K - $86.4K
|
37.3K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 5.19% |
$80.4K - $82.4K
|
34.1K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 1946.99% |
$77.3K - $79.2K
|
1.7K
$41.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 2.3% |
$77.2K - $79K
|
71.8K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.53K+ 3.15% |
$73.1K - $74.8K
|
49.9K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.46K+ 3.42% |
$69.7K - $71.4K
|
44.1K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.42K+ 6.36% |
$67.8K - $69.4K
|
23.7K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 17.67% |
$67.7K - $69.3K
|
9.42K
$230K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.35K+ 29.26% |
$64.8K - $66.3K
|
5.98K
$146K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.26K+ 2.74% |
$60.4K - $61.9K
|
47.4K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.26K+ 12.6% |
$60.3K - $61.7K
|
11.3K
$275K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.23K+ 2.67% |
$59K - $60.4K
|
47.4K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 454.09% |
$55.8K - $57.2K
|
1.42K
$34.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
1.11K+ 1.11% |
$53.3K - $54.6K
|
102K
$2.48M
|