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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-37K- 59.81% |
$1.77M - $1.83M
|
24.9K
$606K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-42.7K- 42.17% |
$2.04M - $2.12M
|
58.6K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-56K- 20.47% |
$2.68M - $2.78M
|
218K
$5.31M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-73K- 24.81% |
$3.49M - $3.62M
|
221K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-73K- 24.81% |
$3.49M - $3.62M
|
221K
$5.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-77.1K- 48.79% |
$3.68M - $3.82M
|
80.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-78.6K- 54.77% |
$3.75M - $3.9M
|
64.9K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
SELL
|
- |
-131K- 53.01% |
$6.25M - $6.48M
|
116K
$2.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-132K- 15.89% |
$6.3M - $6.54M
|
699K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-144K- 91.67% |
$6.89M - $7.15M
|
13.1K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-194K- 0.25% |
$9.26M - $9.61M
|
77.3M
$1.88B
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-207K- 8.0% |
$9.88M - $10.3M
|
2.38M
$58M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-242K- 43.75% |
$11.6M - $12M
|
311K
$7.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-242K- 78.11% |
$11.6M - $12M
|
67.9K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-260K- 99.59% |
$12.4M - $12.9M
|
1.08K
$26.3K
|