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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.41K- 2.81% |
$59.2K - $60.4K
|
83.4K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
71.2K+ 23.44% |
$1.75M - $1.79M
|
375K
$9.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
190+ 0.98% |
$4.66K - $4.76K
|
19.6K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-352- 28.71% |
$8.64K - $8.82K
|
874
$21.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 34.06% |
$3.07K - $3.13K
|
242
$6.02K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
70+ 0.85% |
$1.72K - $1.75K
|
8.33K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-230- 5.07% |
$5.64K - $5.77K
|
4.31K
$107K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 18.83% |
$12.3K - $12.6K
|
2.16K
$53.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
220+ 2.71% |
$5.4K - $5.52K
|
8.34K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
38.6K+ 9.4% |
$947K - $968K
|
450K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 9.22% |
$3.02K - $3.08K
|
1.21K
$30.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26+ 0.14% |
$638 - $652
|
18.4K
$458K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 4.69% |
$42K - $42.9K
|
38.2K
$950K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.46KNew |
$35.9K - $36.7K
|
1.46K
$36.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.59K- 1.21% |
$63.6K - $65K
|
212K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
89+ 0.95% |
$2.18K - $2.23K
|
9.42K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
506New |
$12.4K - $12.7K
|
506
$12.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.87K- 9.94% |
$119K - $122K
|
44.1K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 11.69% |
$259K - $264K
|
79.7K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.75K+ 7.25% |
$67.4K - $68.8K
|
40.6K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.97K+ 2.65% |
$122K - $125K
|
193K
$4.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.54K- 0.24% |
$136K - $139K
|
2.27M
$56.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.35K- 1.41% |
$205K - $209K
|
582K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.74MNew |
$42.7M - $43.6M
|
1.74M
$43.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.24K+ 35.13% |
$104K - $106K
|
16.3K
$406K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.42K+ 45.78% |
$182K - $186K
|
23.6K
$588K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
10.2KNew |
$251K - $256K
|
10.2K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.58K+ 0.76% |
$211K - $215K
|
1.14M
$28.5M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
9.05K+ 0.86% |
$222K - $227K
|
1.06M
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 2.62% |
$269K - $274K
|
407K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
165K+ 10.32% |
$4.06M - $4.14M
|
1.77M
$43.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.96K- 4.89% |
$220K - $225K
|
174K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.8K+ 9.58% |
$167K - $170K
|
77.8K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-184- 0.85% |
$4.52K - $4.61K
|
21.4K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.5K+ 5.55% |
$896K - $916K
|
695K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.2KNew |
$619K - $633K
|
25.2K
$628K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
302+ 0.34% |
$7.41K - $7.57K
|
90.4K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57.5K+ 1121.29% |
$1.41M - $1.44M
|
62.6K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
453KNew |
$11.1M - $11.3M
|
453K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 5.13% |
$1.06K - $1.08K
|
881
$21.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.01K- 0.85% |
$148K - $151K
|
705K
$17.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.89K+ 0.68% |
$193K - $198K
|
1.18M
$29.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.2K+ 20.35% |
$274K - $280K
|
66K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 0.2% |
$982 - $1K
|
19.9K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-215- 0.19% |
$5.28K - $5.39K
|
110K
$2.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$43.1K - $44.1K
|
1.76K
$43.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.17K+ 1.28% |
$53.3K - $54.5K
|
172K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.35K+ 51.5% |
$156K - $159K
|
18.7K
$465K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
392+ 0.27% |
$9.62K - $9.83K
|
148K
$3.67M
|