Purchases and Sales Made in Q4 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 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 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
2.21K
+ 206.17%
$104K - $110K
3.28K $79.9K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.2K
+ 32.17%
$104K - $110K
9.05K $221K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
2.08K
+ 4.03%
$97.9K - $104K
53.7K $1.31M
Apr 22, 2024 Q4 2023
First Purpose Wealth LLC

BUY
 -
2K
+ 18.6%
$94.1K - $99.7K
12.7K $311K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.96K
+ 2329.76%
$92.2K - $97.6K
2.04K $49.8K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.83K
+ 4.09%
$86.2K - $91.3K
46.6K $1.14M
Feb 07, 2024 Q4 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
1.83K
+ 7.63%
$86.1K - $91.2K
25.8K $629K
Feb 14, 2024 Q4 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.72K
+ 4.09%
$81K - $85.8K
43.8K $1.07M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.52K
+ 2.05%
$71.5K - $75.7K
75.7K $1.85M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
1.39K
+ 6.98%
$65.3K - $69.1K
21.2K $518K
Nov 06, 2024 Q4 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.3K
+ 29.64%
$61.4K - $65K
5.7K $139K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
1.28K
+ 6.1%
$60.1K - $63.6K
22.2K $542K
Jan 16, 2024 Q4 2023
Hbw Advisory Services LLC

BUY
 -
1.25K
+ 20.71%
$59K - $62.5K
7.3K $178K
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
973
+ 9.03%
$45.8K - $48.5K
11.8K $287K
Jan 10, 2024 Q4 2023
Worth Asset Management, LLC

BUY
 -
971
+ 12.39%
$45.7K - $48.4K
8.81K $215K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
949
+ 9.12%
$44.7K - $47.3K
11.4K $277K
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
793
+ 18.65%
$37.3K - $39.5K
5.05K $123K
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
720
+ 21.54%
$33.9K - $35.9K
4.06K $99.1K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
700
New
$33K - $34.9K
700 $17.1K
Feb 12, 2024 Q4 2023
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
649
New
$30.6K - $32.4K
649 $15.8K
Jan 11, 2024 Q4 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
563
+ 4.24%
$26.5K - $28.1K
13.8K $337K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
472
+ 3.25%
$22.2K - $23.5K
15K $365K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
442
New
$20.8K - $22K
442 $10.8K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
403
New
$19K - $20.1K
403 $9.83K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
248
+ 124.0%
$11.7K - $12.4K
448 $10.9K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
240
+ 3.58%
$11.3K - $12K
6.95K $169K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
237
+ 0.36%
$11.2K - $11.8K
66.5K $1.62M
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
235
New
$11.1K - $11.7K
235 $5.73K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
216
New
$10.2K - $10.8K
216 $5.27K
Jan 29, 2024 Q4 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
215
+ 4.96%
$10.1K - $10.7K
4.55K $111K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
204
+ 12.9%
$9.61K - $10.2K
1.79K $43.5K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
163
New
$7.68K - $8.13K
163 $3.98K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
141
+ 169.88%
$6.64K - $7.03K
224 $5.46K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
136
+ 5.99%
$6.4K - $6.78K
2.41K $58.7K
Jan 29, 2024 Q4 2023
Friedenthal Financial

BUY
 -
131
New
$6.17K - $6.53K
131 $3.2K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
130
New
$6.12K - $6.48K
130 $3.17K
Jan 17, 2024 Q4 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
78
+ 1.17%
$3.67K - $3.89K
6.75K $165K
Jan 03, 2024 Q4 2023
Fc Advisory LLC

BUY
 -
76
+ 0.87%
$3.58K - $3.79K
8.79K $214K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
72
New
$3.39K - $3.59K
72 $1.76K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
53
+ 1.02%
$2.5K - $2.64K
5.26K $128K
Feb 06, 2024 Q4 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
44
+ 0.52%
$2.07K - $2.19K
8.44K $206K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
39
New
$1.84K - $1.94K
39 $951
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
39
+ 0.88%
$1.84K - $1.94K
4.45K $109K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
38
New
$1.79K - $1.9K
38 $927
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
32
+ 0.17%
$1.51K - $1.6K
19.4K $472K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
31
New
$1.46K - $1.55K
31 $756
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
26
New
$1.22K - $1.3K
26 $634
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
18
New
$848 - $898
18 $439
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
11
New
$518 - $549
11 $268

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