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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.36K+ 8481.25% |
$32.6K - $33.7K
|
1.37K
$34.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.08% |
$48.1 - $49.7
|
2.64K
$66.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.69KNew |
$40.6K - $42K
|
1.69K
$42.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
678New |
$16.3K - $16.9K
|
678
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.66KNew |
$232K - $240K
|
9.66K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.21KNew |
$197K - $204K
|
8.21K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.15KNew |
$196K - $203K
|
8.15K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.84KNew |
$116K - $120K
|
4.84K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
187New |
$4.5K - $4.65K
|
187
$4.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79K+ 3093.1% |
$43.1K - $44.6K
|
1.85K
$46.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-210- 14.42% |
$5.05K - $5.22K
|
1.25K
$31.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$413K - $427K
|
17.2K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.04K- 30.98% |
$97.3K - $101K
|
9.01K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 1.15% |
$938 - $970
|
3.44K
$86.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-58- 1.33% |
$1.39K - $1.44K
|
4.3K
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 12.21% |
$9.62K - $9.94K
|
2.88K
$72.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
284New |
$6.83K - $7.06K
|
284
$7.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-957- 4.72% |
$23K - $23.8K
|
19.3K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $959K
|
1.47M
$37M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.28K
|
9.19K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$133K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-36- 15.38% |
$866 - $895
|
198
$4.99K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7K- 23.41% |
$169K - $354K
|
22.9K
$578K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
322New |
$7.79K - $16.3K
|
322
$8.12K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
394New |
$9.53K - $19.9K
|
394
$9.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101+ 100.0% |
$2.44K - $5.11K
|
202
$5.09K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.45M+ 100.0% |
$35.1M - $73.3M
|
2.9M
$73.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.62KNew |
$87.5K - $183K
|
3.62K
$91.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.95K+ 103.15% |
$120K - $250K
|
9.75K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.8K- 81.65% |
$1.08M - $2.27M
|
10.1K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $70.6K
|
1.4K
$35.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
8.4KNew |
$203K - $425K
|
8.4K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 100.0% |
$242 - $506
|
20
$504
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
83.5KNew |
$2.02M - $4.22M
|
83.5K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
33.5KNew |
$810K - $1.69M
|
33.5K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.85K+ 81.96% |
$93.1K - $195K
|
8.54K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186+ 48.19% |
$4.5K - $9.41K
|
572
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.68KNew |
$40.5K - $84.8K
|
1.68K
$42.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 100.0% |
$3.63K - $7.59K
|
300
$7.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331New |
$8.01K - $16.7K
|
331
$8.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.46K+ 100.0% |
$108K - $225K
|
8.91K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 107.59% |
$1.43M - $3M
|
114K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$1.11K - $2.33K
|
46
$1.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 100.0% |
$1.91K - $4K
|
158
$3.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
136New |
$3.29K - $6.88K
|
136
$3.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
159KNew |
$3.85M - $8.05M
|
159K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.32MNew |
$56M - $117M
|
2.32M
$58.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.22K - $6.73K
|
133
$3.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$756
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$756
|
|