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
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
13
+ 0.05%
$621 - $645
25.9K $632K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
12
New
$573 - $595
12 $293
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
12
New
$573 - $595
12 $293
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
12
New
$573 - $595
12 $293
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
12
+ 600.0%
$573 - $595
14 $341
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
3
+ 0.74%
$143 - $149
411 $10K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
2
+ 0.82%
$95.6 - $99.2
247 $6.02K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
1
+ 5.88%
$47.8 - $49.6
18 $439
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.16%
$47.8 - $49.6
643 $15.7K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-2
- 1.74%
$95.6 - $99.2
113 $2.76K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

SELL
 -
-30
- 4.35%
$1.43K - $1.49K
659 $16.1K
Oct 10, 2023 Q3 2023
Apella Capital, LLC

SELL
 -
-38
- 0.52%
$1.82K - $1.88K
7.3K $178K
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

SELL
 -
-49
- 0.24%
$2.34K - $2.43K
20K $487K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-51
- 2.37%
$2.44K - $2.53K
2.1K $51.3K
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

SELL
 -
-53
- 98.15%
$2.53K - $2.63K
1 $24.4
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-97
- 1.72%
$4.63K - $4.81K
5.54K $135K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-100
- 26.81%
$4.78K - $4.96K
273 $6.66K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-125
- 99.21%
$5.97K - $6.2K
1 $24.4
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-135
- 0.3%
$6.45K - $6.69K
44.7K $1.09M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-142
- 63.11%
$6.78K - $7.04K
83 $2.02K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-149
- 67.42%
$7.12K - $7.39K
72 $1.76K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-152
- 4.17%
$7.26K - $7.54K
3.49K $85.1K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

SELL
 -
-157
- 94.58%
$7.5K - $7.79K
9 $220
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-172
- 1.17%
$8.22K - $8.53K
14.5K $354K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-213
- 1.56%
$10.2K - $10.6K
13.4K $328K
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

SELL
 -
-248
- 4.08%
$11.8K - $12.3K
5.83K $142K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-271
- 6.6%
$12.9K - $13.4K
3.84K $93.5K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

SELL
 -
-277
- 79.83%
$13.2K - $13.7K
70 $1.71K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-322
- 6.26%
$15.4K - $16K
4.82K $118K
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

SELL
 -
-372
- 4.53%
$17.8K - $18.4K
7.84K $191K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-392
- 2.61%
$18.7K - $19.4K
14.6K $357K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

SELL
 -
-428
- 9.88%
$20.4K - $21.2K
3.9K $95.2K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-449
- 3.41%
$21.5K - $22.3K
12.7K $311K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

SELL
 -
-454
- 4.05%
$21.7K - $22.5K
10.7K $262K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-469
- 4.17%
$22.4K - $23.3K
10.8K $263K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-470
- 4.29%
$22.5K - $23.3K
10.5K $256K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-508
- 39.56%
$24.3K - $25.2K
776 $18.9K
Nov 07, 2023 Q3 2023
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-561
- 4.78%
$26.8K - $27.8K
11.2K $272K
Dec 04, 2023 Q3 2023
Wt Wealth Management

SELL
 -
-607
- 4.99%
$29K - $30.1K
11.6K $282K
Nov 15, 2023 Q3 2023
V Wealth Advisors LLC

SELL
 -
-626
- 4.85%
$29.9K - $31K
12.3K $300K
Oct 19, 2023 Q3 2023
Marshall Financial Group LLC

SELL
 -
-665
- 0.3%
$31.8K - $33K
219K $5.34M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

SELL
 -
-666
- 7.59%
$31.8K - $33K
8.11K $198K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-670
- 1.82%
$32K - $33.2K
36.2K $882K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

SELL
 -
-734
- 10.85%
$35.1K - $36.4K
6.03K $147K
Oct 12, 2023 Q3 2023
Twele Capital Management, Inc.

SELL
 -
-834
- 6.24%
$39.8K - $41.4K
12.5K $305K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-856
- 79.93%
$40.9K - $42.4K
215 $5.24K
Oct 10, 2023 Q3 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-916
- 6.48%
$43.8K - $45.4K
13.2K $322K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

SELL
 -
-993
- 16.1%
$47.4K - $49.2K
5.17K $126K
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

SELL
 -
-998
- 7.46%
$47.7K - $49.5K
12.4K $302K

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