Purchases and Sales Made in Q2 2025 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.5K+ 5.55% |
$896K - $916K
|
695K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36.4K+ 59.99% |
$894K - $913K
|
97.1K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
36.3K+ 6.58% |
$890K - $910K
|
588K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.2K+ 6.0% |
$889K - $909K
|
640K
$16.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
36.1K+ 28.27% |
$885K - $904K
|
164K
$4.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
34.5KNew |
$847K - $865K
|
34.5K
$871K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
31.7KNew |
$777K - $794K
|
31.7K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.8K+ 22.29% |
$757K - $773K
|
169K
$4.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
30.8KNew |
$756K - $772K
|
30.8K
$777K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
30.6K+ 9.61% |
$751K - $767K
|
349K
$8.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.3KNew |
$719K - $735K
|
29.3K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.6K+ 4.89% |
$701K - $717K
|
613K
$15.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28.5KNew |
$700K - $715K
|
28.5K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.2KNew |
$692K - $707K
|
28.2K
$712K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.1K+ 7.08% |
$690K - $705K
|
425K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27.8K+ 143.3% |
$681K - $696K
|
47.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
27K+ 11.12% |
$663K - $677K
|
270K
$6.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.8K+ 8.64% |
$659K - $673K
|
338K
$8.52M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
26.3K+ 26.81% |
$646K - $659K
|
124K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
26.1K+ 43.11% |
$639K - $653K
|
86.5K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
26KNew |
$639K - $653K
|
26K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.2KNew |
$619K - $633K
|
25.2K
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.1K+ 37.91% |
$617K - $630K
|
91.4K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
24.8K+ 92.42% |
$610K - $623K
|
51.7K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
23.2K+ 7.49% |
$569K - $581K
|
333K
$8.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 25.57% |
$566K - $579K
|
113K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.7KNew |
$558K - $570K
|
22.7K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21K+ 184.01% |
$517K - $528K
|
32.5K
$820K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.6K+ 39.02% |
$505K - $516K
|
73.3K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19.9KNew |
$488K - $498K
|
19.9K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
18.8K+ 38.42% |
$461K - $471K
|
67.7K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.3KNew |
$449K - $459K
|
18.3K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
17.9KNew |
$439K - $448K
|
17.9K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.8KNew |
$438K - $447K
|
17.8K
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17.7K+ 6.84% |
$434K - $443K
|
276K
$6.96M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 13.03% |
$415K - $424K
|
147K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
16.9KNew |
$414K - $423K
|
16.9K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
16.8K+ 4.72% |
$411K - $420K
|
372K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
16.4K+ 17.18% |
$403K - $412K
|
112K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16K+ 1.9% |
$394K - $402K
|
862K
$21.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.9K+ 12.46% |
$389K - $398K
|
143K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 9.53% |
$373K - $381K
|
175K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.9K+ 32.96% |
$367K - $374K
|
60.3K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 154.47% |
$364K - $372K
|
24.5K
$617K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.8K+ 7.17% |
$363K - $371K
|
221K
$5.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 127.03% |
$363K - $371K
|
26.4K
$667K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
14.2K+ 5.85% |
$349K - $357K
|
258K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 10.01% |
$342K - $350K
|
153K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$331K - $338K
|
13.5K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.3K+ 10.73% |
$327K - $334K
|
138K
$3.47M
|