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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3.05KNew |
$73.4K - $75.9K
|
3.05K
$76K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 75.47% |
$3.29M - $3.4M
|
318K
$7.92M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
57K+ 12.14% |
$1.37M - $1.42M
|
527K
$13.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 3.65% |
$2.45K - $2.54K
|
2.7K
$67K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.92K- 1.37% |
$118K - $122K
|
355K
$8.83M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.25KNew |
$198K - $205K
|
8.25K
$205K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
403K+ 48.52% |
$9.7M - $10M
|
1.24M
$30.7M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$337 - $348
|
14
$348
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-333K- 46.25% |
$8.02M - $8.29M
|
387K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50.8K- 73.08% |
$1.22M - $1.26M
|
18.7K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.73% |
$61.3K - $63.4K
|
70.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-234- 0.35% |
$5.63K - $5.82K
|
66.5K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.08M- 59.95% |
$122M - $126M
|
3.39M
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 1.07% |
$298K - $308K
|
1.16M
$29M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$292K - $302K
|
12.1K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
375+ 6.94% |
$9.02K - $9.32K
|
5.78K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-971- 3.72% |
$23.4K - $24.1K
|
25.1K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.4K- 16.82% |
$154K - $159K
|
31.6K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.6K+ 615.76% |
$1.41M - $1.46M
|
68.2K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7KNew |
$304K - $315K
|
12.7K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88.2K+ 33940.77% |
$2.12M - $2.19M
|
88.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 19.69% |
$553K - $572K
|
93.9K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
266+ 4433.33% |
$6.4K - $6.61K
|
272
$6.76K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 23.19% |
$268K - $277K
|
59.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$456K - $471K
|
19K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
39.7K+ 14.66% |
$954K - $986K
|
310K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
12.2K+ 4.02% |
$293K - $303K
|
316K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.3K+ 4.28% |
$1.02M - $1.05M
|
1.03M
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.61KNew |
$231K - $239K
|
9.61K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63M+ 16.53% |
$63.3M - $65.5M
|
18.6M
$462M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-559K- 99.57% |
$13.4M - $13.9M
|
2.41K
$60K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.3K+ 439.42% |
$994K - $1.03M
|
50.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.8K- 66.67% |
$43.3K - $44.7K
|
900
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-99.8K- 8.14% |
$2.4M - $2.48M
|
1.13M
$28M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
448+ 4.02% |
$10.8K - $11.1K
|
11.6K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9+ 0.26% |
$216 - $224
|
3.47K
$86.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$1.88K - $1.94K
|
78
$1.94K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-254- 2.4% |
$6.11K - $6.31K
|
10.3K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$275K - $284K
|
11.4K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$387K - $400K
|
16.1K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.94K+ 24.45% |
$239K - $247K
|
50.6K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-126K- 33.34% |
$3.03M - $3.13M
|
252K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.96K+ 3.61% |
$143K - $148K
|
171K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
52.8K+ 285.71% |
$1.27M - $1.31M
|
71.3K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
18K+ 72.81% |
$433K - $447K
|
42.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.5K+ 9.3% |
$276K - $285K
|
135K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-101K- 39.26% |
$2.44M - $2.52M
|
157K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.85KNew |
$213K - $220K
|
8.85K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.68K+ 4.4% |
$64.4K - $66.6K
|
63.6K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
432K+ 3.41% |
$10.4M - $10.7M
|
13.1M
$326M
|