Institutional shares held 386 Million
0 calls
0 puts
Total value of holdings $9.69B
$0 calls
$0 puts
# of Institutions 516


Latest Institutional Activity in SCHR

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.68M ($67.3M)
Q4 2025
Davenport & CO LLC Shares Held: 1.34M ($33.7M)
Q4 2025
Beacon Wealthcare LLC Shares Held: 1.35M ($33.8M)
Q4 2025
Signet Financial Management, LLC Shares Held: 186K ($4.66M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 245K ($6.15M)

Top Sells

Q4 2025
Archer Investment Management, LLC Shares Held: 405K ($10.2M)
Q4 2025
Sentinel Pension Advisors Inc Shares Held: 326K ($8.2M)
Q4 2025
Fermata Advisors, LLC Shares Held: 107K ($2.68M)
Q4 2025
Sea Crest Wealth Management, LLC Shares Held: 30.3K ($762K)
Q4 2025
Focus Financial Network, Inc. Shares Held: 87.8K ($2.21M)

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