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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$324K - $331K
|
13.2K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$320K - $327K
|
13K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13K+ 40.76% |
$319K - $326K
|
44.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 7.53% |
$318K - $325K
|
185K
$4.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
12.8KNew |
$315K - $321K
|
12.8K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.8K+ 15.08% |
$313K - $320K
|
97.4K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12.2K+ 6.42% |
$298K - $305K
|
202K
$5.08M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11.9KNew |
$293K - $299K
|
11.9K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 72.27% |
$290K - $297K
|
28.2K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$287K - $293K
|
11.7K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.4KNew |
$279K - $285K
|
11.4K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.2K+ 20.35% |
$274K - $280K
|
66K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10.8KNew |
$265K - $271K
|
10.8K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$264K - $270K
|
10.8K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.6KNew |
$260K - $265K
|
10.6K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 15.43% |
$260K - $265K
|
79.1K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
10.2KNew |
$251K - $256K
|
10.2K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
10.1K+ 3.21% |
$249K - $254K
|
326K
$8.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.59KNew |
$235K - $240K
|
9.59K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9.57K+ 4.84% |
$235K - $240K
|
207K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
9.25K+ 63.03% |
$227K - $232K
|
23.9K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.17KNew |
$225K - $230K
|
9.17K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
9.05K+ 0.86% |
$222K - $227K
|
1.06M
$26.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.03KNew |
$221K - $226K
|
9.03K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
8.99K+ 12.92% |
$221K - $225K
|
78.5K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
8.97KNew |
$220K - $225K
|
8.97K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.94K+ 722.21% |
$219K - $224K
|
10.2K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.88K+ 11.98% |
$218K - $223K
|
83K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.66KNew |
$212K - $217K
|
8.66K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.58K+ 0.76% |
$211K - $215K
|
1.14M
$28.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.48K+ 114.45% |
$208K - $213K
|
15.9K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.29KNew |
$203K - $208K
|
8.29K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.05K+ 298.55% |
$198K - $202K
|
10.7K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.89K+ 0.68% |
$193K - $198K
|
1.18M
$29.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.79K+ 0.99% |
$191K - $195K
|
791K
$19.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.42K+ 45.78% |
$182K - $186K
|
23.6K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
7.12K+ 1.96% |
$175K - $178K
|
371K
$9.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.06K+ 42.71% |
$173K - $177K
|
23.6K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.96K+ 2.72% |
$171K - $174K
|
263K
$6.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.81K+ 40.97% |
$167K - $171K
|
23.4K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.8K+ 9.58% |
$167K - $170K
|
77.8K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.36K+ 61.0% |
$156K - $159K
|
16.8K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.35K+ 51.5% |
$156K - $159K
|
18.7K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.15K+ 32.82% |
$151K - $154K
|
24.9K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.77K+ 13.88% |
$141K - $145K
|
47.3K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.5K+ 53.04% |
$135K - $138K
|
15.9K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.37K+ 12.33% |
$132K - $135K
|
48.9K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 1.46% |
$129K - $132K
|
366K
$9.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.18K+ 6.13% |
$127K - $130K
|
89.7K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.1K+ 20.0% |
$125K - $128K
|
30.6K
$772K
|