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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
438+ 1.29% |
$10.7K - $11K
|
34.5K
$869K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
436New |
$10.7K - $10.9K
|
436
$11K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 2.05% |
$10.7K - $10.9K
|
21.7K
$547K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
429New |
$10.5K - $10.8K
|
429
$10.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
426New |
$10.5K - $10.7K
|
426
$10.7K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400+ 4.11% |
$9.82K - $10K
|
10.1K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397+ 275.69% |
$9.74K - $9.95K
|
541
$13.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
392+ 0.27% |
$9.62K - $9.83K
|
148K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
370+ 1.93% |
$9.08K - $9.28K
|
19.6K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
322New |
$7.9K - $8.07K
|
322
$8.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309New |
$7.58K - $7.75K
|
309
$7.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
302+ 0.34% |
$7.41K - $7.57K
|
90.4K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
250+ 2.3% |
$6.14K - $6.27K
|
11.1K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
220+ 2.71% |
$5.4K - $5.52K
|
8.34K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
217+ 0.58% |
$5.33K - $5.44K
|
37.4K
$944K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
190+ 0.98% |
$4.66K - $4.76K
|
19.6K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
184+ 0.43% |
$4.52K - $4.61K
|
43.1K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
174+ 1.14% |
$4.27K - $4.36K
|
15.5K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127+ 0.96% |
$3.12K - $3.18K
|
13.3K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118New |
$2.9K - $2.96K
|
118
$2.98K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
114+ 0.87% |
$2.8K - $2.86K
|
13.2K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
107+ 0.72% |
$2.63K - $2.68K
|
15K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
107+ 0.97% |
$2.63K - $2.68K
|
11.1K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
99New |
$2.43K - $2.48K
|
99
$2.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
90+ 0.03% |
$2.21K - $2.26K
|
342K
$8.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 3.52% |
$2.18K - $2.23K
|
2.62K
$66K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
89+ 0.95% |
$2.18K - $2.23K
|
9.42K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
88New |
$2.16K - $2.21K
|
88
$2.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
83+ 0.01% |
$2.04K - $2.08K
|
632K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$1.87K - $1.91K
|
76
$1.92K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
70+ 0.85% |
$1.72K - $1.75K
|
8.33K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
70New |
$1.72K - $1.75K
|
70
$1.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$1.25K - $1.28K
|
51
$1.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46New |
$1.13K - $1.15K
|
46
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 41.51% |
$1.08K - $1.1K
|
150
$3.78K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 5.13% |
$1.06K - $1.08K
|
881
$22.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
43New |
$1.06K - $1.08K
|
43
$1.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
38+ 0.29% |
$933 - $953
|
13.2K
$333K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$883 - $903
|
36
$908
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36+ 0.09% |
$883 - $903
|
40.3K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26+ 0.14% |
$638 - $652
|
18.4K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19New |
$466 - $476
|
19
$479
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$442 - $451
|
18
$454
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18+ 0.08% |
$442 - $451
|
21.2K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.93% |
$393 - $401
|
1.73K
$43.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.1% |
$245 - $251
|
10K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$221 - $226
|
12.2K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7New |
$172 - $175
|
7
$177
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$147 - $150
|
6
$151
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.96% |
$123 - $125
|
526
$13.3K
|