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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.45K+ 9389.66% |
$132K - $275K
|
5.5K
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
56K+ 519.35% |
$1.35M - $2.83M
|
66.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12K+ 100.0% |
$291K - $608K
|
24.1K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
87.2KNew |
$2.11M - $4.41M
|
87.2K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43+ 100.0% |
$1.04K - $2.17K
|
86
$2.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110M+ 101.73% |
$2.65B - $5.54B
|
217M
$5.31B
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
271K+ 136.91% |
$6.57M - $13.7M
|
470K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
207K+ 134.39% |
$5.01M - $10.5M
|
361K
$8.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 14519.38% |
$453K - $947K
|
18.9K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
659+ 100.0% |
$15.9K - $33.3K
|
1.32K
$32.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.25K+ 73.79% |
$103K - $215K
|
10K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230KNew |
$5.57M - $11.6M
|
230K
$5.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
80New |
$1.94K - $4.05K
|
80
$1.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
61.6K+ 95.3% |
$1.49M - $3.12M
|
126K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
52+ 100.0% |
$1.26K - $2.63K
|
104
$2.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
82.7K+ 100.09% |
$2M - $4.18M
|
165K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
699K+ 139.03% |
$16.9M - $35.4M
|
1.2M
$29.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.96KNew |
$120K - $251K
|
4.96K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
407K+ 113.68% |
$9.84M - $20.6M
|
765K
$18.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
85.3K+ 239.99% |
$2.06M - $4.31M
|
121K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
114+ 103.64% |
$2.76K - $5.77K
|
224
$5.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
124K+ 91.75% |
$2.99M - $6.25M
|
258K
$6.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 154.02% |
$3.32M - $6.95M
|
227K
$5.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.43K+ 99.84% |
$58.7K - $123K
|
4.85K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 100.0% |
$3.27K - $6.83K
|
270
$6.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.96K+ 119.96% |
$47.4K - $99.1K
|
3.59K
$87.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
860+ 100.0% |
$20.8K - $43.5K
|
1.72K
$42K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
824K+ 107.95% |
$19.9M - $41.7M
|
1.59M
$38.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 11.29% |
$23.2K - $48.5K
|
7.54K
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 3.85% |
$1.01M - $2.1M
|
1.04M
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-63K- 5.77% |
$1.52M - $3.19M
|
1.03M
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48+ 100.0% |
$1.16K - $2.43K
|
96
$2.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
82.6K+ 187.91% |
$2M - $4.18M
|
127K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.6K+ 92.66% |
$255K - $534K
|
21.9K
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
15.7KNew |
$379K - $792K
|
15.7K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
168K+ 131.85% |
$4.07M - $8.51M
|
296K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.2K- 4.11% |
$367K - $767K
|
354K
$8.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109K+ 50.01% |
$2.64M - $5.53M
|
328K
$8.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
9.2K+ 102.51% |
$223K - $465K
|
18.2K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
28.2K+ 176.31% |
$683K - $1.43M
|
44.2K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
101K+ 194.49% |
$2.44M - $5.11M
|
153K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.5K+ 27.23% |
$327K - $684K
|
63.2K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15K+ 253.76% |
$362K - $757K
|
20.9K
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.4K+ 103.41% |
$301K - $629K
|
24.5K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
59+ 100.0% |
$1.43K - $2.98K
|
118
$2.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.19K+ 82.18% |
$28.8K - $60.2K
|
2.64K
$64.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
401K+ 108.01% |
$9.69M - $20.3M
|
772K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$2.26M - $4.72M
|
93.3K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.51KNew |
$230K - $481K
|
9.51K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.6K+ 137.72% |
$329K - $687K
|
23.4K
$573K
|