Institutional shares held 141 Million
3.1K calls
4.5K puts
Total value of holdings $6.95B
$152K calls
$221K puts
# of Institutions 384


Latest Institutional Activity in SCHR

Top Purchases

Q2 2024
Stratos Wealth Advisors, LLC Shares Held: 249K ($12.2M)
Q2 2024
Allworth Financial LP Shares Held: 724K ($35.6M)
Q2 2024
Massmutual Trust CO Fsb Shares Held: 138K ($6.81M)
Q2 2024
West Coast Financial LLC Shares Held: 600K ($29.5M)
Q2 2024
Beacon Wealthcare LLC Shares Held: 497K ($24.4M)

Top Sells

Q2 2024
Crane Advisory, LLC Shares Held: 979K ($48.2M)
Q2 2024
Sequoia Financial Advisors, LLC Shares Held: 15.2K ($745K)
Q2 2024
Tradewinds Capital Management, LLC Shares Held: 2.16K ($106K)
Q2 2024
Northwest Capital Management Inc Shares Held: 583K ($28.7M)
Q2 2024
Cwm, LLC Shares Held: 570K ($28M)

About SCHR

Track Institutional and Insider Activities on SCHR

Follow SCHWAB INTERMEDIATE-TERM US TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHR shares.

Notify only if

Insider Trading

Get notified when an Schwab Intermediate Term Us Tr insider buys or sells SCHR shares.

Notify only if

News

Receive news related to SCHWAB INTERMEDIATE-TERM US TR

Track Activities on SCHR