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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.16K+ 2.82% |
$103K - $105K
|
152K
$3.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.67K+ 5.01% |
$90.6K - $92.7K
|
77K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 40.39% |
$90K - $92.1K
|
12.7K
$320K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.21K+ 5.24% |
$79.2K - $81K
|
64.4K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.15K+ 3.77% |
$77.7K - $79.5K
|
86.6K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$72.9K - $74.6K
|
2.95K
$74.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$68.6K - $70.1K
|
107K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.72KNew |
$67.1K - $68.7K
|
2.72K
$68.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.75% |
$61.4K - $62.8K
|
92.9K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.82K+ 16.66% |
$45K - $46K
|
12.8K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 2.91% |
$34K - $34.8K
|
48.7K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.46% |
$25.3K - $25.9K
|
224K
$5.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
911+ 4.66% |
$22.5K - $23K
|
20.5K
$517K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
811New |
$20K - $20.5K
|
811
$20.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
667+ 8.01% |
$16.5K - $16.8K
|
9K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
631New |
$15.6K - $15.9K
|
631
$15.9K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
591+ 4.9% |
$14.6K - $14.9K
|
12.7K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
470New |
$11.6K - $11.9K
|
470
$11.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
417+ 0.92% |
$10.3K - $10.5K
|
45.9K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
345+ 0.73% |
$8.52K - $8.71K
|
47.5K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
340+ 4.19% |
$8.39K - $8.59K
|
8.46K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 13.52% |
$7.21K - $7.38K
|
2.45K
$61.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
191+ 0.97% |
$4.72K - $4.82K
|
19.8K
$499K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
124+ 7.34% |
$3.06K - $3.13K
|
1.81K
$45.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
116+ 227.45% |
$2.86K - $2.93K
|
167
$4.21K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 0.97% |
$2.67K - $2.73K
|
11.2K
$283K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
108+ 0.72% |
$2.67K - $2.73K
|
15.1K
$381K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
101+ 0.54% |
$2.49K - $2.55K
|
18.8K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76New |
$1.88K - $1.92K
|
76
$1.92K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
10New |
$247 - $253
|
10
$252
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7+ 0.68% |
$173 - $177
|
1.03K
$26.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 2.95% |
$642 - $657
|
855
$21.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 0.03% |
$691 - $707
|
110K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 3.43% |
$1.65K - $1.69K
|
1.89K
$47.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-130- 0.77% |
$3.21K - $3.28K
|
16.8K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-209- 0.1% |
$5.16K - $5.28K
|
212K
$5.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-437- 2.96% |
$10.8K - $11K
|
14.4K
$362K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-539- 2.29% |
$13.3K - $13.6K
|
23K
$581K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-574- 2.88% |
$14.2K - $14.5K
|
19.4K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-670- 6.56% |
$16.5K - $16.9K
|
9.55K
$241K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-766- 3.58% |
$18.9K - $19.3K
|
20.7K
$521K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 2.05% |
$24.7K - $25.3K
|
47.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 7.28% |
$33.5K - $34.3K
|
17.3K
$436K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.5K- 1.71% |
$37.1K - $38K
|
86.4K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.69K- 15.4% |
$41.7K - $42.6K
|
9.27K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.44K- 2.29% |
$60.3K - $61.7K
|
104K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 1.11% |
$61.2K - $62.6K
|
221K
$5.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.52K- 32.8% |
$62.3K - $63.7K
|
5.17K
$130K
|