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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.71K- 19.2% |
$238K - $244K
|
40.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 11.69% |
$259K - $264K
|
79.7K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 2.62% |
$269K - $274K
|
407K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.2K- 2.69% |
$299K - $306K
|
440K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-12.9K- 0.73% |
$315K - $322K
|
1.76M
$44.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 36.04% |
$365K - $372K
|
26.4K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.4K- 11.4% |
$377K - $385K
|
119K
$3.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 6.31% |
$384K - $392K
|
232K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 6.22% |
$384K - $393K
|
236K
$5.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.7K- 0.98% |
$386K - $394K
|
1.58M
$40M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 71.05% |
$489K - $500K
|
8.12K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-22.4K- 7.92% |
$550K - $562K
|
261K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 25.89% |
$596K - $609K
|
69.6K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29K- 28.05% |
$711K - $726K
|
74.3K
$1.87M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.5K- 50.04% |
$748K - $764K
|
30.4K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.1K- 19.63% |
$762K - $779K
|
127K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.5K- 10.64% |
$773K - $789K
|
264K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-33K- 33.09% |
$810K - $827K
|
66.7K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-34K- 48.23% |
$834K - $852K
|
36.5K
$920K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.9K- 68.14% |
$906K - $925K
|
17.3K
$435K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.1K- 66.31% |
$1.08M - $1.11M
|
22.4K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-44.4K- 3.77% |
$1.09M - $1.11M
|
1.13M
$28.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47.6K- 67.93% |
$1.17M - $1.19M
|
22.5K
$566K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-48.3K- 4.57% |
$1.19M - $1.21M
|
1.01M
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-51.7K- 15.43% |
$1.27M - $1.3M
|
283K
$7.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-52K- 63.91% |
$1.28M - $1.3M
|
29.3K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.1K- 5.83% |
$1.33M - $1.36M
|
874K
$22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.3K- 59.68% |
$1.33M - $1.36M
|
36.7K
$925K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-54.6K- 76.56% |
$1.34M - $1.37M
|
16.7K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-58.7K- 86.07% |
$1.44M - $1.47M
|
9.49K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-60.8K- 64.2% |
$1.49M - $1.52M
|
33.9K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-60.8K- 38.75% |
$1.49M - $1.52M
|
96.1K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67K- 5.95% |
$1.64M - $1.68M
|
1.06M
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-67.8K- 5.28% |
$1.66M - $1.7M
|
1.22M
$30.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-85.2K- 3.14% |
$2.09M - $2.14M
|
2.63M
$66.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88.4K- 99.86% |
$2.17M - $2.22M
|
127
$3.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88.6K- 1.09% |
$2.17M - $2.22M
|
8.01M
$202M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-147K- 11.03% |
$3.61M - $3.68M
|
1.19M
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-150K- 80.43% |
$3.69M - $3.77M
|
36.6K
$923K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 7.49% |
$4.99M - $5.09M
|
2.51M
$63.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-225K- 70.78% |
$5.51M - $5.63M
|
92.8K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-463K- 27.72% |
$11.4M - $11.6M
|
1.21M
$30.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-515K- 59.68% |
$12.6M - $12.9M
|
348K
$8.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-697K- 81.59% |
$17.1M - $17.5M
|
157K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-875K- 6.68% |
$21.5M - $21.9M
|
12.2M
$309M
|