Purchases and Sales Made in Q3 2023 in Schwab Intermediate Term Us Tr (SCHR)
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 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.12K- 2.24% |
$53.4K - $55.4K
|
48.8K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.15K- 6.94% |
$55K - $57.1K
|
15.4K
$376K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.13% |
$62K - $64.4K
|
113K
$2.76M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.31K- 0.35% |
$62.6K - $65K
|
374K
$9.12M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 93.14% |
$67.4K - $70K
|
104
$2.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 93.14% |
$67.4K - $70K
|
104
$2.54K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.52K- 0.95% |
$72.8K - $75.5K
|
159K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.53K- 4.57% |
$73.2K - $76K
|
32K
$781K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.91K- 21.81% |
$91.2K - $94.7K
|
6.84K
$167K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.94K- 15.85% |
$92.6K - $96.2K
|
10.3K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.09K- 14.81% |
$99.8K - $104K
|
12K
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.22K- 8.68% |
$106K - $110K
|
23.4K
$570K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.24K- 18.08% |
$107K - $111K
|
10.2K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.67K- 6.56% |
$127K - $132K
|
38K
$926K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.75K- 9.61% |
$131K - $136K
|
25.8K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.15K- 41.37% |
$151K - $156K
|
4.47K
$109K
|
|
|
Oct 13, 2023
Q3 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.16K- 11.3% |
$151K - $157K
|
24.8K
$605K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.22K- 15.41% |
$154K - $160K
|
17.7K
$431K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-3.25K- 13.6% |
$155K - $161K
|
20.7K
$504K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.53K- 7.91% |
$169K - $175K
|
41.1K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.71K- 12.32% |
$177K - $184K
|
26.4K
$643K
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-3.82K- 14.45% |
$183K - $190K
|
22.6K
$552K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.83K- 40.78% |
$183K - $190K
|
5.57K
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.02K- 39.03% |
$192K - $199K
|
6.27K
$153K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.14K- 3.1% |
$198K - $205K
|
129K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.33K- 28.8% |
$207K - $215K
|
10.7K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.93K- 7.33% |
$235K - $244K
|
62.2K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.98K- 2.38% |
$238K - $247K
|
204K
$4.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.15K- 51.48% |
$246K - $255K
|
4.85K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.62K- 41.21% |
$268K - $278K
|
8.01K
$195K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.99K- 4.93% |
$286K - $297K
|
115K
$2.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.63K- 36.01% |
$317K - $329K
|
11.8K
$287K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-7.07K- 24.07% |
$338K - $351K
|
22.3K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.07K- 99.99% |
$338K - $351K
|
1
$24.4
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-7.3K- 68.6% |
$349K - $362K
|
3.34K
$81.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 2.74% |
$367K - $380K
|
273K
$6.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.47K- 36.09% |
$405K - $420K
|
15K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.35K- 11.93% |
$447K - $464K
|
69K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.3K- 11.97% |
$492K - $511K
|
75.7K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.3K- 64.13% |
$587K - $609K
|
6.87K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13K- 10.49% |
$623K - $647K
|
111K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 16.99% |
$648K - $672K
|
66.2K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-14.1K- 18.68% |
$672K - $697K
|
61.2K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 49.4% |
$791K - $821K
|
17K
$413K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.8K- 51.08% |
$801K - $831K
|
16K
$391K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 55.37% |
$911K - $946K
|
15.4K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 19.04% |
$981K - $1.02M
|
87.3K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22.3K- 6.8% |
$1.06M - $1.1M
|
305K
$7.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.6K- 10.52% |
$1.46M - $1.52M
|
260K
$6.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-34.4K- 33.13% |
$1.64M - $1.7M
|
69.3K
$1.69M
|