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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.63K- 4.2% |
$64.9K - $66.4K
|
59.9K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.85K- 99.13% |
$70.4K - $72K
|
25
$631
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.86K- 13.4% |
$70.6K - $72.2K
|
18.5K
$466K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.16K- 10.03% |
$78K - $79.8K
|
28.4K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.66K- 34.06% |
$90.4K - $92.5K
|
7.09K
$179K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.28K- 23.23% |
$106K - $108K
|
14.2K
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.1K- 31.28% |
$126K - $129K
|
11.2K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.28K- 1.56% |
$130K - $133K
|
332K
$8.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.51K- 2.59% |
$136K - $139K
|
207K
$5.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-7.41K- 21.06% |
$183K - $187K
|
27.8K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.41K- 1.58% |
$208K - $213K
|
524K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 25.68% |
$271K - $277K
|
31.7K
$800K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.7K- 0.99% |
$289K - $296K
|
1.17M
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-12.2K- 18.49% |
$301K - $308K
|
53.8K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 24.18% |
$476K - $487K
|
60.4K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.9K- 31.2% |
$517K - $529K
|
46.2K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-36.1K- 21.34% |
$891K - $912K
|
133K
$3.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.4K- 39.94% |
$948K - $969K
|
57.7K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.1K- 18.55% |
$1.19M - $1.22M
|
211K
$5.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-54.1K- 64.01% |
$1.34M - $1.37M
|
30.4K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59.6K- 34.22% |
$1.47M - $1.51M
|
115K
$2.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-95.4K- 27.39% |
$2.35M - $2.41M
|
253K
$6.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.2K- 63.03% |
$2.45M - $2.51M
|
58.2K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-112K- 16.1% |
$2.76M - $2.83M
|
583K
$14.7M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-263K- 44.83% |
$6.5M - $6.65M
|
324K
$8.18M
|