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 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.97K+ 2.65% |
$122K - $125K
|
193K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 7.89% |
$121K - $123K
|
67.1K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.65K+ 18.38% |
$114K - $116K
|
29.9K
$755K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.55K+ 2.66% |
$112K - $114K
|
176K
$4.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
4.27K+ 1.66% |
$105K - $107K
|
262K
$6.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.24K+ 35.13% |
$104K - $106K
|
16.3K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.83K+ 5.72% |
$93.9K - $96K
|
70.7K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 21.31% |
$80.3K - $82.1K
|
18.6K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.2K+ 632.41% |
$78.5K - $80.2K
|
3.71K
$93.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.19K+ 10.13% |
$78.3K - $80K
|
34.7K
$875K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.11K+ 13.6% |
$76.3K - $78K
|
26K
$655K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$74.9K - $76.6K
|
3.05K
$77.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.02K+ 1.44% |
$74K - $75.6K
|
213K
$5.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.01K+ 16.0% |
$73.8K - $75.4K
|
21.8K
$550K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.98K+ 18.21% |
$73.1K - $74.7K
|
19.3K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.97K+ 0.82% |
$72.8K - $74.4K
|
363K
$9.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.94K+ 24.84% |
$72.2K - $73.8K
|
14.8K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.75K+ 7.25% |
$67.4K - $68.8K
|
40.6K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.59KNew |
$63.5K - $64.9K
|
2.59K
$65.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.57K+ 5.82% |
$62.9K - $64.3K
|
46.6K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.51KNew |
$61.7K - $63K
|
2.51K
$63.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.51K+ 5.95% |
$61.5K - $62.8K
|
44.6K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.17K+ 1.28% |
$53.3K - $54.5K
|
172K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.06K+ 3.27% |
$50.6K - $51.7K
|
65.1K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82K+ 3.84% |
$44.7K - $45.7K
|
49.3K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$43.1K - $44.1K
|
1.76K
$44.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 4.69% |
$42K - $42.9K
|
38.2K
$964K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 5.28% |
$39.5K - $40.4K
|
32.1K
$811K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.46KNew |
$35.9K - $36.7K
|
1.46K
$36.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.41K+ 2.37% |
$34.7K - $35.4K
|
61.2K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$30.8K - $31.5K
|
88.6K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1.21K+ 1.2% |
$29.7K - $30.3K
|
102K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.14K+ 0.14% |
$28K - $28.6K
|
814K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.03K+ 4.9% |
$25.2K - $25.7K
|
22K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
977+ 26.03% |
$24K - $24.5K
|
4.73K
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
904+ 0.26% |
$22.2K - $22.7K
|
342K
$8.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
903+ 0.87% |
$22.2K - $22.6K
|
104K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
865+ 6.9% |
$21.2K - $21.7K
|
13.4K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
864+ 4.71% |
$21.2K - $21.7K
|
19.2K
$485K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$17.2K - $17.5K
|
700
$17.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
685+ 0.62% |
$16.8K - $17.2K
|
112K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
666+ 1.05% |
$16.3K - $16.7K
|
64.2K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
600+ 7.45% |
$14.7K - $15K
|
8.65K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
593+ 8.95% |
$14.6K - $14.9K
|
7.22K
$182K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
590New |
$14.5K - $14.8K
|
590
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
587New |
$14.4K - $14.7K
|
587
$14.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
587+ 1.31% |
$14.4K - $14.7K
|
45.5K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
506New |
$12.4K - $12.7K
|
506
$12.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
485+ 1.42% |
$11.9K - $12.2K
|
34.5K
$871K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
451New |
$11.1K - $11.3K
|
451
$11.4K
|