Purchases and Sales Made in Q3 2023 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 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
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.7K
+ 8.17%
$943K - $979K
261K $6.38M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
18.5K
+ 21.55%
$883K - $916K
104K $2.54M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
18.2K
+ 54.61%
$871K - $904K
51.6K $1.26M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
18.1K
+ 18.28%
$864K - $897K
117K $2.85M
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
18K
+ 10.72%
$858K - $890K
186K $4.52M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
17.8K
New
$848K - $881K
17.8K $433K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
15.9K
+ 11.32%
$762K - $791K
157K $3.82M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
15.8K
+ 7.37%
$757K - $786K
231K $5.63M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
15.1K
+ 91.5%
$722K - $749K
31.6K $771K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
14.9K
+ 44.74%
$712K - $739K
48.2K $1.18M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
13.3K
New
$634K - $658K
13.3K $324K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
13K
New
$621K - $645K
13K $317K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
12.5K
+ 17.86%
$598K - $621K
82.7K $2.02M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.3K
+ 3.86%
$587K - $609K
331K $8.06M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.8K
+ 96.56%
$565K - $586K
24.1K $587K
Nov 09, 2023 Q3 2023
Econ Financial Services Corp

BUY
 -
11.6K
New
$553K - $574K
11.6K $282K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.4K
+ 76.05%
$547K - $567K
26.5K $646K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.3K
New
$539K - $560K
11.3K $275K
Nov 14, 2023 Q3 2023
Barden Capital Management, Inc.

BUY
 -
10.9K
+ 34.55%
$521K - $541K
42.4K $1.04M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
10.6K
+ 42.76%
$508K - $527K
35.5K $865K
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
10.5K
+ 9814.02%
$502K - $521K
10.6K $259K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
10.1K
+ 5.74%
$485K - $503K
187K $4.55M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.97K
New
$476K - $494K
9.97K $243K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
9.8K
+ 326800.0%
$468K - $486K
9.81K $239K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
9.76K
+ 11.3%
$467K - $484K
96.2K $2.35M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
9.39K
+ 13.22%
$449K - $466K
80.4K $1.96M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
8.99K
+ 213.42%
$429K - $446K
13.2K $322K
Oct 18, 2023 Q3 2023
Morton Brown Family Wealth, LLC

BUY
 -
8.86K
+ 5.36%
$423K - $439K
174K $4.24M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
8.86K
+ 12.86%
$423K - $439K
77.7K $1.9M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
8.74K
+ 10.82%
$418K - $433K
89.5K $2.18M
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
8.31K
+ 5.15%
$397K - $412K
170K $4.14M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
8.07K
+ 34.55%
$386K - $400K
31.4K $766K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
7.2K
+ 1.6%
$344K - $357K
459K $11.2M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.15K
+ 10.66%
$342K - $354K
74.2K $1.81M
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
6.87K
+ 13.29%
$328K - $341K
58.6K $1.43M
Nov 13, 2023 Q3 2023
Gen Wealth Group, Inc.

BUY
 -
6.75K
+ 12.96%
$322K - $334K
58.8K $1.43M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
6.73K
+ 25.82%
$321K - $333K
32.8K $799K
Oct 31, 2023 Q3 2023
Asio Capital, LLC

BUY
 -
6.56K
+ 9.06%
$313K - $325K
78.9K $1.92M
Nov 14, 2023 Q3 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
6.21K
+ 33.76%
$297K - $308K
24.6K $600K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
6.08K
+ 1.16%
$290K - $301K
531K $12.9M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
6.05K
New
$289K - $300K
6.05K $148K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
5.95K
+ 119.25%
$284K - $295K
10.9K $267K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
5.62K
+ 25.36%
$269K - $279K
27.8K $678K
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
5.58K
+ 38.1%
$267K - $277K
20.2K $493K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
5.44K
New
$260K - $270K
5.44K $133K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.33K
New
$254K - $264K
5.33K $130K
Oct 10, 2023 Q3 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
5.23K
+ 2.0%
$250K - $259K
267K $6.51M
Oct 17, 2023 Q3 2023
New Hampshire Trust

Concord, NH
BUY
 -
5.22K
New
$250K - $259K
5.22K $127K
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
5.1K
+ 13.77%
$244K - $253K
42.1K $1.03M

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