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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
209K+ 67.42% |
$5.13M - $5.24M
|
520K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 11.51% |
$1.77M - $1.81M
|
699K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.4K+ 38.02% |
$2.32M - $2.37M
|
343K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-4.51K- 9.84% |
$111K - $113K
|
41.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.32K- 8.33% |
$32.4K - $33.1K
|
14.5K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 7.53% |
$318K - $325K
|
185K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
977+ 26.03% |
$24K - $24.5K
|
4.73K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-652- 1.62% |
$16K - $16.3K
|
39.6K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88.4K- 99.86% |
$2.17M - $2.22M
|
127
$3.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
438+ 1.29% |
$10.7K - $11K
|
34.5K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-33K- 33.09% |
$810K - $827K
|
66.7K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-66- 0.51% |
$1.62K - $1.65K
|
12.9K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
49.2K+ 58.35% |
$1.21M - $1.23M
|
134K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.1K- 19.63% |
$762K - $779K
|
127K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$147 - $150
|
6
$151
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
38+ 0.29% |
$933 - $953
|
13.2K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.29KNew |
$203K - $208K
|
8.29K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 154.47% |
$364K - $372K
|
24.5K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-300- 2.91% |
$7.36K - $7.52K
|
10K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.6K+ 4.89% |
$701K - $717K
|
613K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-91- 0.15% |
$2.23K - $2.28K
|
59K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
178K+ 55.98% |
$4.37M - $4.47M
|
497K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
587New |
$14.4K - $14.7K
|
587
$14.8K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
8.99K+ 12.92% |
$221K - $225K
|
78.5K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.64M+ 9015.72% |
$40.2M - $41M
|
1.65M
$41.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-500- 2.48% |
$12.3K - $12.5K
|
19.7K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-473- 2.76% |
$11.6K - $11.9K
|
16.6K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-942- 2.45% |
$23.1K - $23.6K
|
37.5K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309New |
$7.58K - $7.75K
|
309
$7.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-900- 1.35% |
$22.1K - $22.6K
|
65.6K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
43New |
$1.06K - $1.08K
|
43
$1.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
685+ 0.62% |
$16.8K - $17.2K
|
112K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.3KNew |
$719K - $735K
|
29.3K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.6K+ 9.36% |
$2.37M - $2.42M
|
1.13M
$28.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-150K- 80.43% |
$3.69M - $3.77M
|
36.6K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
24.8K+ 92.42% |
$610K - $623K
|
51.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.3K+ 10.73% |
$327K - $334K
|
138K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
16.4K+ 17.18% |
$403K - $412K
|
112K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-594- 48.61% |
$14.6K - $14.9K
|
628
$15.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
88New |
$2.16K - $2.21K
|
88
$2.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.7KNew |
$558K - $570K
|
22.7K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29K- 28.05% |
$711K - $726K
|
74.3K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
865+ 6.9% |
$21.2K - $21.7K
|
13.4K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
2New |
$49.1 - $50.1
|
2
$50.4
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
10.1K+ 3.21% |
$249K - $254K
|
326K
$8.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.2K- 2.69% |
$299K - $306K
|
440K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.05K+ 298.55% |
$198K - $202K
|
10.7K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$287K - $293K
|
11.7K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16K+ 1.9% |
$394K - $402K
|
862K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4K- 47.13% |
$98.2K - $100K
|
4.49K
$113K
|