Purchases and Sales Made in Q4 2023 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.24M+ 2.89% |
$105M - $111M
|
79.5M
$1.93B
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.23MNew |
$58.1M - $61.5M
|
1.23M
$30M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
645KNew |
$30.4M - $32.2M
|
645K
$15.7M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
539KNew |
$25.4M - $26.9M
|
539K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
461KNew |
$21.7M - $23M
|
461K
$11.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
439K+ 31.45% |
$20.7M - $21.9M
|
1.84M
$44.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
365K+ 145.85% |
$17.2M - $18.2M
|
615K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 116.83% |
$14.4M - $15.2M
|
567K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
304K+ 163.72% |
$14.3M - $15.1M
|
489K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
277K+ 119.93% |
$13M - $13.8M
|
508K
$12.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
232KNew |
$10.9M - $11.6M
|
232K
$5.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
207KNew |
$9.77M - $10.3M
|
207K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
207K+ 8.7% |
$9.74M - $10.3M
|
2.58M
$62.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
186K+ 47.18% |
$8.74M - $9.25M
|
579K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
172K+ 28.74% |
$8.12M - $8.6M
|
772K
$18.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
172K+ 28.91% |
$8.1M - $8.57M
|
767K
$18.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
165K+ 75.87% |
$7.78M - $8.23M
|
383K
$9.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156K+ 140.65% |
$7.37M - $7.8M
|
268K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
145K+ 179.6% |
$6.84M - $7.25M
|
226K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
132KNew |
$6.21M - $6.57M
|
132K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
131K+ 12.17% |
$6.16M - $6.52M
|
1.21M
$29.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
121K+ 32.28% |
$5.69M - $6.02M
|
495K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
117K+ 16.31% |
$5.53M - $5.85M
|
837K
$20.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
111K+ 41.6% |
$5.23M - $5.54M
|
378K
$9.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
108K+ 20.31% |
$5.08M - $5.38M
|
639K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
106K+ 54.47% |
$4.97M - $5.26M
|
299K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
102K+ 411.32% |
$4.82M - $5.1M
|
127K
$3.09M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
92.3KNew |
$4.35M - $4.6M
|
92.3K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.3KNew |
$4.34M - $4.6M
|
92.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91.5K+ 1682.35% |
$4.31M - $4.56M
|
97K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
87.8KNew |
$4.13M - $4.38M
|
87.8K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
86.7K+ 29.72% |
$4.08M - $4.32M
|
378K
$9.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
86.2KNew |
$4.06M - $4.3M
|
86.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
82.4KNew |
$3.88M - $4.11M
|
82.4K
$2M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
73.3KNew |
$3.45M - $3.65M
|
73.3K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
72.7KNew |
$3.43M - $3.63M
|
72.7K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60K+ 137.35% |
$2.83M - $2.99M
|
104K
$2.52M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
59K+ 18.49% |
$2.78M - $2.94M
|
378K
$9.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
56.1K+ 22.4% |
$2.64M - $2.8M
|
307K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
54.7KNew |
$2.58M - $2.73M
|
54.7K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
52KNew |
$2.45M - $2.59M
|
52K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51K+ 23.03% |
$2.4M - $2.54M
|
272K
$6.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50.1K+ 8.73% |
$2.36M - $2.5M
|
624K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.2K+ 39.95% |
$2.27M - $2.4M
|
169K
$4.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
46.2K+ 163.88% |
$2.17M - $2.3M
|
74.3K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
43.7K+ 450.69% |
$2.06M - $2.18M
|
53.3K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.6K+ 893.79% |
$1.86M - $1.97M
|
44K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
38.3K+ 2617.62% |
$1.8M - $1.91M
|
39.8K
$967K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.7K+ 142.26% |
$1.77M - $1.88M
|
64.2K
$1.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
35.1K+ 153.46% |
$1.65M - $1.75M
|
58K
$1.41M
|