Latest Institutional Transactions on Schwab Intermediate Term Us Tr (SCHR)
This table provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
52.7K+ 287.66% |
$1.27M - $1.31M
|
71K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-278- 0.52% |
$6.69K - $6.9K
|
52.7K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.78K- 6.26% |
$90.8K - $93.7K
|
56.5K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-430K- 83.11% |
$10.3M - $10.7M
|
87.4K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $957K
|
1.47M
$36.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.05K+ 9.56% |
$25.3K - $26.1K
|
12.1K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
27K+ 6.89% |
$648K - $669K
|
418K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.12K+ 128000.0% |
$123K - $127K
|
5.12K
$127K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-38.9K- 5.58% |
$935K - $965K
|
659K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.27K
|
9.19K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
642+ 4.26% |
$15.4K - $15.9K
|
15.7K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.45K- 7.29% |
$82.9K - $85.5K
|
43.8K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
487+ 2.6% |
$11.7K - $12.1K
|
19.2K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 10.42% |
$241 - $248
|
106
$2.63K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
304K+ 57.57% |
$7.31M - $7.54M
|
832K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-36- 15.38% |
$866 - $893
|
198
$4.91K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-888- 5.49% |
$21.4K - $22K
|
15.3K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
9.61K+ 5.39% |
$231K - $239K
|
188K
$4.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.39K- 3.45% |
$57.5K - $59.3K
|
66.9K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-410- 1.86% |
$9.86K - $10.2K
|
21.6K
$536K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
73+ 0.49% |
$1.76K - $1.81K
|
14.9K
$369K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 232.5% |
$44.7K - $46.1K
|
2.66K
$66K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.7KNew |
$355K - $366K
|
14.7K
$366K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
342+ 1221.43% |
$8.23K - $8.49K
|
370
$9.18K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.25K- 5.67% |
$30K - $31K
|
20.8K
$515K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.16% |
$697 - $719
|
18.4K
$457K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
55K+ 4.95% |
$1.32M - $1.37M
|
1.17M
$29M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.7K+ 1.81% |
$304K - $314K
|
711K
$17.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-4.34K- 2.49% |
$104K - $108K
|
170K
$4.22M
|
|
| Q4 2024 | |||||||
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
39.7KNew |
$960K - $2.01M
|
39.7K
$985K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
322New |
$7.79K - $16.3K
|
322
$7.99K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
10.1KNew |
$244K - $509K
|
10.1K
$250K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58M+ 90.9% |
$38.3M - $80.1M
|
3.32M
$82.5M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
394New |
$9.53K - $19.9K
|
394
$9.78K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
31.1KNew |
$751K - $1.57M
|
31.1K
$770K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.18K+ 102.99% |
$222K - $464K
|
18.1K
$449K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.46KNew |
$83.6K - $175K
|
3.46K
$85.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.1K+ 86.79% |
$245K - $513K
|
21.8K
$541K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43.1KNew |
$1.04M - $2.18M
|
43.1K
$1.07M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-380- 67.38% |
$9.19K - $19.2K
|
184
$4.57K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
72.5K+ 146.37% |
$1.75M - $3.67M
|
122K
$3.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50.9K- 73.35% |
$1.23M - $2.57M
|
18.5K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.4KNew |
$131K - $273K
|
5.4K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101+ 100.0% |
$2.44K - $5.11K
|
202
$5.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
31.2K+ 98.07% |
$754K - $1.58M
|
63K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.95K+ 103.15% |
$120K - $250K
|
9.75K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 81.99% |
$414K - $867K
|
38K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
116K+ 128.08% |
$2.79M - $5.84M
|
206K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
873K+ 751.08% |
$21.1M - $44.2M
|
989K
$24.5M
|
|