Purchases and Sales Made in Q3 2025 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.23M+ 74.59% |
$30.5M - $31.2M
|
2.89M
$72.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01M+ 57.96% |
$24.9M - $25.5M
|
2.75M
$69.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
423K+ 16032.81% |
$10.4M - $10.7M
|
425K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
354KNew |
$8.74M - $8.94M
|
354K
$8.93M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
347KNew |
$8.57M - $8.77M
|
347K
$8.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
197K+ 6.04% |
$4.85M - $4.97M
|
3.45M
$87.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
186K+ 5.35% |
$4.59M - $4.69M
|
3.66M
$92.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 82.04% |
$4.01M - $4.1M
|
360K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
152K+ 15.0% |
$3.75M - $3.83M
|
1.16M
$29.3M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
95.4K+ 8.12% |
$2.36M - $2.41M
|
1.27M
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
84.4K+ 32.1% |
$2.08M - $2.13M
|
347K
$8.76M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
78K+ 7.35% |
$1.93M - $1.97M
|
1.14M
$28.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
74.5K+ 28.45% |
$1.84M - $1.88M
|
336K
$8.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.4K+ 12.33% |
$1.52M - $1.55M
|
560K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
56.7KNew |
$1.4M - $1.43M
|
56.7K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
52K+ 3.69% |
$1.28M - $1.31M
|
1.46M
$36.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
50.6K+ 8.82% |
$1.25M - $1.28M
|
625K
$15.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49.3K+ 22.3% |
$1.22M - $1.25M
|
270K
$6.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
48.7K+ 158.01% |
$1.2M - $1.23M
|
79.4K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
47.8K+ 2.72% |
$1.18M - $1.21M
|
1.81M
$45.6M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
47.3K+ 4.13% |
$1.17M - $1.2M
|
1.19M
$30.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
46.2KNew |
$1.14M - $1.17M
|
46.2K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
43.9K+ 114.83% |
$1.08M - $1.11M
|
82.1K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
43.4K+ 11.94% |
$1.07M - $1.1M
|
407K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
40.7K+ 52.34% |
$1M - $1.03M
|
118K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.7K+ 6.32% |
$857K - $877K
|
584K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
32.3K+ 5.11% |
$797K - $816K
|
664K
$16.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32KNew |
$789K - $807K
|
32K
$806K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.5K+ 165.19% |
$728K - $744K
|
47.3K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27.3K+ 7.47% |
$675K - $690K
|
393K
$9.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
23.7K+ 2.28% |
$584K - $598K
|
1.06M
$26.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.6K+ 9.04% |
$582K - $595K
|
284K
$7.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.3K+ 4.98% |
$501K - $512K
|
427K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 4.22% |
$468K - $479K
|
469K
$11.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.7K+ 2.69% |
$387K - $396K
|
598K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15KNew |
$370K - $378K
|
15K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 1.89% |
$329K - $336K
|
718K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.5K+ 12.22% |
$307K - $315K
|
114K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 2.51% |
$280K - $287K
|
464K
$11.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11K+ 10.99% |
$271K - $277K
|
111K
$2.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.4K+ 5.37% |
$256K - $262K
|
203K
$5.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.82K+ 26.79% |
$242K - $248K
|
46.5K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.01% |
$226K - $231K
|
92.1K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$223K - $228K
|
9.03K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.97KNew |
$221K - $227K
|
8.97K
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.72K+ 36.91% |
$215K - $220K
|
32.4K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.41K+ 14.35% |
$158K - $162K
|
51.1K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.37K+ 41.2% |
$157K - $161K
|
21.8K
$551K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.74K+ 11.82% |
$117K - $120K
|
44.8K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 5.7% |
$111K - $114K
|
83.7K
$2.11M
|