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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.82KNew |
$415K - $440K
|
8.82K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.29K+ 35.83% |
$437K - $463K
|
35.2K
$875K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.07K+ 112.59% |
$192K - $203K
|
7.68K
$191K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
146+ 140.38% |
$6.98K - $7.24K
|
250
$6.22K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
92New |
$4.4K - $4.56K
|
92
$2.29K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26New |
$1.24K - $1.29K
|
26
$647
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-73K- 24.81% |
$3.49M - $3.62M
|
221K
$5.5M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-626- 4.85% |
$29.9K - $31K
|
12.3K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147New |
$7.02K - $7.29K
|
147
$3.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
344New |
$16.4K - $17.1K
|
344
$8.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
512+ 39.17% |
$24.5K - $25.4K
|
1.82K
$45.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
72New |
$3.44K - $3.57K
|
72
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
194New |
$9.27K - $9.62K
|
194
$4.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
68+ 19.1% |
$3.25K - $3.37K
|
424
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.15K- 41.37% |
$151K - $156K
|
4.47K
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
249+ 2.1% |
$11.9K - $12.3K
|
12.1K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$573 - $595
|
12
$298
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$143 - $149
|
411
$10.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
99.2KNew |
$4.74M - $4.92M
|
99.2K
$2.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
292KNew |
$13.9M - $14.5M
|
292K
$7.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
4.29KNew |
$205K - $213K
|
4.29K
$107K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 99.21% |
$5.97K - $6.2K
|
1
$24.9
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.3K- 64.13% |
$587K - $609K
|
6.87K
$171K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.76K+ 11.3% |
$467K - $484K
|
96.2K
$2.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.15K- 51.48% |
$246K - $255K
|
4.85K
$121K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-152- 4.17% |
$7.26K - $7.54K
|
3.49K
$86.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.62K- 41.21% |
$268K - $278K
|
8.01K
$199K
|
|
| Q2 2023 | |||||||
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
647New |
$31.9K - $33K
|
647
$16.1K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$230K - $238K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 20.39% |
$6.65K - $6.88K
|
797
$19.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
139+ 159.77% |
$6.85K - $7.08K
|
226
$5.62K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 8.33% |
$49.3 - $51
|
13
$323
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.77% |
$98.5 - $102
|
261
$6.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-124- 99.2% |
$6.11K - $6.32K
|
1
$24.9
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
173K+ 426.06% |
$8.5M - $8.8M
|
213K
$5.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5KNew |
$73.7K - $76.3K
|
1.5K
$37.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
664New |
$32.7K - $33.8K
|
664
$16.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500New |
$24.6K - $25.5K
|
500
$12.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.48KNew |
$270K - $279K
|
5.48K
$136K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5KNew |
$246K - $255K
|
5K
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-964- 7.15% |
$47.5K - $49.1K
|
12.5K
$311K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
172New |
$8.47K - $8.77K
|
172
$4.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8- 0.17% |
$394 - $408
|
4.74K
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
148New |
$7.29K - $7.54K
|
148
$3.68K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 10.1% |
$3.94K - $4.08K
|
712
$17.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 21.72% |
$2.36K - $2.45K
|
173
$4.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 22.42% |
$3.1K - $3.21K
|
218
$5.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
129New |
$6.35K - $6.57K
|
129
$3.21K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-474- 7.63% |
$23.3K - $24.2K
|
5.74K
$143K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
82.6KNew |
$4.07M - $4.21M
|
82.6K
$2.06M
|
|