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 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-793- 7.79% |
$19.5K - $19.9K
|
9.38K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-887- 0.95% |
$21.8K - $22.2K
|
92.9K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-900- 1.35% |
$22.1K - $22.6K
|
65.6K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-942- 2.45% |
$23.1K - $23.6K
|
37.5K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 81.3% |
$25.8K - $26.4K
|
242
$6.11K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$26.8K - $27.4K
|
42.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.32K- 8.33% |
$32.4K - $33.1K
|
14.5K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.32K- 3.19% |
$32.4K - $33.1K
|
40.1K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.43K- 7.97% |
$35.2K - $35.9K
|
16.6K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 34.32% |
$35.7K - $36.5K
|
2.78K
$70.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.62K- 7.42% |
$39.6K - $40.5K
|
20.2K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.64K- 1.83% |
$40.3K - $41.2K
|
87.9K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 1.43% |
$42.4K - $43.3K
|
119K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.84K- 4.33% |
$45.1K - $46.1K
|
40.6K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.97K- 2.06% |
$48.2K - $49.3K
|
93.5K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.27K- 2.85% |
$55.7K - $56.9K
|
77.3K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.41K- 2.81% |
$59.2K - $60.4K
|
83.4K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.59K- 1.21% |
$63.6K - $65K
|
212K
$5.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.64K- 25.53% |
$64.7K - $66.1K
|
7.69K
$194K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.67K- 18.14% |
$65.6K - $67K
|
12.1K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-3K- 1.66% |
$73.6K - $75.2K
|
178K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.27K- 40.61% |
$80.2K - $82K
|
4.78K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.29K- 3.19% |
$80.8K - $82.5K
|
99.8K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.3K- 1.46% |
$81K - $82.7K
|
223K
$5.62M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.3K- 20.98% |
$81K - $82.7K
|
12.4K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.32K- 5.87% |
$81.5K - $83.3K
|
53.2K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.51K- 1.55% |
$86.2K - $88.1K
|
224K
$5.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.59K- 3.4% |
$88.1K - $90K
|
102K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.59K- 3.92% |
$88.1K - $90K
|
87.9K
$2.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.63K- 22.6% |
$89.2K - $91.1K
|
12.4K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.77K- 27.46% |
$92.4K - $94.4K
|
9.95K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4K- 47.13% |
$98.2K - $100K
|
4.49K
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.24K- 6.35% |
$104K - $106K
|
62.5K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.5K- 35.19% |
$110K - $113K
|
8.28K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-4.51K- 9.84% |
$111K - $113K
|
41.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.53K- 6.39% |
$111K - $114K
|
66.4K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.87K- 9.94% |
$119K - $122K
|
44.1K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.12K- 31.84% |
$126K - $128K
|
11K
$276K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.12K- 7.22% |
$126K - $128K
|
65.7K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.54K- 0.24% |
$136K - $139K
|
2.27M
$57.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.58K- 16.03% |
$137K - $140K
|
29.2K
$738K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.01K- 0.85% |
$148K - $151K
|
705K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.43K- 5.69% |
$158K - $161K
|
106K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7.71K- 19.65% |
$189K - $193K
|
31.5K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7.75K- 5.57% |
$190K - $194K
|
131K
$3.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.96K- 6.52% |
$195K - $199K
|
114K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.35K- 1.41% |
$205K - $209K
|
582K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.96K- 4.89% |
$220K - $225K
|
174K
$4.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-9.67K- 4.56% |
$237K - $243K
|
202K
$5.11M
|