Institutional shares held 181 Million
1.2K calls
16.7K puts
Total value of holdings $4.4B
$29K calls
$404K puts
# of Institutions 399


Latest Institutional Activity in SCHR

Top Purchases

Q4 2024
Beacon Wealthcare LLC Shares Held: 1.11M ($27M)
Q4 2024
Modus Advisors, LLC Shares Held: 175K ($4.23M)
Q4 2024
Versant Capital Management, Inc Shares Held: 37 ($897)
Q4 2024
Global Wealth Strategies & Associates Shares Held: 16 ($388)
Q3 2024
Charles Schwab Investment Management Inc Shares Held: 108M ($2.61B)

Top Sells

Q3 2024
Flputnam Investment Management CO Shares Held: 135K ($3.27M)
Q3 2024
Creative Planning Shares Held: 704K ($17.1M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 1.4M ($33.9M)
Q3 2024
Allworth Financial LP Shares Held: 686K ($16.6M)
Q3 2024
Td Private Client Wealth LLC Shares Held: 18.5K ($448K)

About SCHR

Track Institutional and Insider Activities on SCHR

Follow SCHWAB INTERMEDIATE-TERM US TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHR shares.

Notify only if

Insider Trading

Get notified when an Schwab Intermediate Term Us Tr insider buys or sells SCHR shares.

Notify only if

News

Receive news related to SCHWAB INTERMEDIATE-TERM US TR

Track Activities on SCHR