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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-331- 0.67% |
$8.17K - $8.36K
|
48.9K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.04K+ 7.74% |
$124K - $127K
|
70.2K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
646+ 7.34% |
$15.9K - $16.3K
|
9.45K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
545New |
$13.5K - $13.8K
|
545
$13.8K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.7KNew |
$832K - $851K
|
33.7K
$850K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
77.1K+ 3.91% |
$1.9M - $1.95M
|
2.05M
$51.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.5KNew |
$1.02M - $1.05M
|
41.5K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.1K+ 36.95% |
$175K - $179K
|
26.3K
$664K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.27K+ 3.14% |
$31.5K - $32.2K
|
41.9K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-558- 2.15% |
$13.8K - $14.1K
|
25.4K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
48K+ 511.7% |
$1.19M - $1.21M
|
57.4K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.68K+ 43.2% |
$239K - $245K
|
32.1K
$810K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
306K+ 13.07% |
$7.56M - $7.74M
|
2.65M
$66.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
23.9K+ 12.68% |
$591K - $605K
|
213K
$5.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.6K+ 2.41% |
$1.35M - $1.38M
|
2.32M
$58.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.2K+ 14.61% |
$673K - $688K
|
214K
$5.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18KNew |
$444K - $454K
|
18K
$453K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
75New |
$1.85K - $1.89K
|
75
$1.89K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
37.2K+ 10.01% |
$919K - $940K
|
409K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.38KNew |
$231K - $237K
|
9.38K
$237K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.75K+ 2.85% |
$241K - $246K
|
352K
$8.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
116+ 227.45% |
$2.86K - $2.93K
|
167
$4.21K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.7K+ 27.54% |
$610K - $624K
|
114K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-130- 0.77% |
$3.21K - $3.28K
|
16.8K
$424K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.85K- 99.13% |
$70.4K - $72K
|
25
$631
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 2.05% |
$24.7K - $25.3K
|
47.9K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37KNew |
$915K - $936K
|
37K
$935K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.59K+ 0.61% |
$64K - $65.5K
|
428K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.7K+ 10.26% |
$66.7K - $68.2K
|
29K
$732K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
22.7K+ 6.05% |
$560K - $573K
|
398K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.82K+ 26.79% |
$242K - $248K
|
46.5K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
10New |
$247 - $253
|
10
$252
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
811New |
$20K - $20.5K
|
811
$20.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-574- 2.88% |
$14.2K - $14.5K
|
19.4K
$489K
|
|
|
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 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.4K+ 12.33% |
$1.52M - $1.55M
|
560K
$14.1M
|
|
|
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 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 2.51% |
$280K - $287K
|
464K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.52K- 32.8% |
$62.3K - $63.7K
|
5.17K
$130K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-539- 2.29% |
$13.3K - $13.6K
|
23K
$581K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.5K+ 12.22% |
$307K - $315K
|
114K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-7.41K- 21.06% |
$183K - $187K
|
27.8K
$701K
|
|
|
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 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-263K- 44.83% |
$6.5M - $6.65M
|
324K
$8.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32KNew |
$789K - $807K
|
32K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.28K- 23.23% |
$106K - $108K
|
14.2K
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 7.28% |
$33.5K - $34.3K
|
17.3K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
43.9K+ 114.83% |
$1.08M - $1.11M
|
82.1K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 40.39% |
$90K - $92.1K
|
12.7K
$320K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.44K- 2.29% |
$60.3K - $61.7K
|
104K
$2.63M
|