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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-735- 0.28% |
$18K - $18.4K
|
259K
$6.54M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-275- 0.27% |
$6.75K - $6.89K
|
101K
$2.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46K+ 30.01% |
$1.13M - $1.15M
|
199K
$5.02M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
436New |
$10.7K - $10.9K
|
436
$11K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.55K+ 2.66% |
$112K - $114K
|
176K
$4.43M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
189KNew |
$4.63M - $4.73M
|
189K
$4.76M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-741- 27.49% |
$18.2K - $18.6K
|
1.96K
$49.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.7K+ 8.38% |
$2.4M - $2.45M
|
1.26M
$31.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.2K+ 194.42% |
$987K - $1.01M
|
60.9K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
429New |
$10.5K - $10.8K
|
429
$10.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-665- 5.74% |
$16.3K - $16.7K
|
10.9K
$276K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-60- 0.68% |
$1.47K - $1.5K
|
8.8K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
150K+ 6230.18% |
$3.69M - $3.77M
|
153K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
27K+ 11.12% |
$663K - $677K
|
270K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.53K- 6.39% |
$111K - $114K
|
66.4K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.15K+ 32.82% |
$151K - $154K
|
24.9K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 1.43% |
$42.4K - $43.3K
|
119K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-497- 4.36% |
$12.2K - $12.5K
|
10.9K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
16.9KNew |
$414K - $423K
|
16.9K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.1K- 5.83% |
$1.33M - $1.36M
|
874K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
107+ 0.72% |
$2.63K - $2.68K
|
15K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.17KNew |
$225K - $230K
|
9.17K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.59KNew |
$235K - $240K
|
9.59K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.6KNew |
$260K - $265K
|
10.6K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-450- 1.42% |
$11K - $11.3K
|
31.2K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21K+ 184.01% |
$517K - $528K
|
32.5K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-875K- 6.68% |
$21.5M - $21.9M
|
12.2M
$308M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 25.89% |
$596K - $609K
|
69.6K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 72.27% |
$290K - $297K
|
28.2K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.1% |
$245 - $251
|
10K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88.6K- 1.09% |
$2.17M - $2.22M
|
8.01M
$202M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.27K- 40.61% |
$80.2K - $82K
|
4.78K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
9.25K+ 63.03% |
$227K - $232K
|
23.9K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
370K+ 10.89% |
$9.07M - $9.26M
|
3.76M
$94.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$221 - $226
|
12.2K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-58.7K- 86.07% |
$1.44M - $1.47M
|
9.49K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.06K+ 3.27% |
$50.6K - $51.7K
|
65.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-51.7K- 15.43% |
$1.27M - $1.3M
|
283K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
8.97KNew |
$220K - $225K
|
8.97K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.4K- 11.4% |
$377K - $385K
|
119K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 7.89% |
$121K - $123K
|
67.1K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
666+ 1.05% |
$16.3K - $16.7K
|
64.2K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.71K- 19.2% |
$238K - $244K
|
40.9K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-22.4K- 7.92% |
$550K - $562K
|
261K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.77M+ 20.3% |
$92.5M - $94.5M
|
22.3M
$563M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 6.22% |
$384K - $393K
|
236K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.1K+ 73.11% |
$910K - $930K
|
87.8K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19.9KNew |
$488K - $498K
|
19.9K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.4KNew |
$279K - $285K
|
11.4K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.8K+ 15.08% |
$313K - $320K
|
97.4K
$2.46M
|