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 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
512KNew |
$12.3M - $12.7M
|
512K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.3K- 44.05% |
$392K - $405K
|
20.7K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.08K- 17.22% |
$50K - $51.6K
|
9.98K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43K+ 5.36% |
$1.03M - $1.07M
|
846K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 2.23% |
$120 - $124
|
229
$5.7K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 3.31% |
$6.85K - $7.09K
|
8.89K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.1K+ 51.51% |
$314K - $325K
|
38.4K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
258K+ 79.04% |
$6.2M - $6.41M
|
584K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 23.44% |
$787K - $813K
|
172K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.1KNew |
$291K - $301K
|
12.1K
$301K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13.8K+ 250.54% |
$333K - $344K
|
19.4K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97+ 8.5% |
$2.33K - $2.41K
|
1.24K
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
290+ 0.61% |
$6.97K - $7.21K
|
47.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 39.79% |
$88.6K - $91.6K
|
12.9K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-126- 21.21% |
$3.03K - $3.13K
|
468
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
8.59K+ 24.21% |
$207K - $213K
|
44.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 17.38% |
$564K - $583K
|
158K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-92.3K- 84.94% |
$2.22M - $2.3M
|
16.4K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 1697.2% |
$3.59M - $3.72M
|
158K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40+ 0.19% |
$962 - $994
|
21.3K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.3KNew |
$487K - $504K
|
20.3K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.3KClosed |
$463K - $479K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.75K+ 3.09% |
$186K - $193K
|
258K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
21K+ 9.45% |
$505K - $522K
|
243K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-93.3K- 73.29% |
$2.24M - $2.32M
|
34K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72K+ 5.9% |
$113K - $117K
|
84.7K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16K- 11.65% |
$384K - $397K
|
121K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
187KNew |
$4.5M - $4.65M
|
187K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.73K+ 9.35% |
$65.6K - $67.8K
|
31.9K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$2.99M - $3.09M
|
124K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.2K+ 65.82% |
$76.8K - $79.4K
|
8.05K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-214- 0.98% |
$5.15K - $5.32K
|
21.7K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.9K+ 21.43% |
$358K - $370K
|
84.4K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.52K+ 757.12% |
$109K - $112K
|
5.12K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31.2K+ 88.75% |
$750K - $775K
|
66.3K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.07K- 4.65% |
$49.7K - $51.4K
|
42.4K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7+ 0.05% |
$168 - $174
|
13.2K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
288KNew |
$6.93M - $7.17M
|
288K
$7.17M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84.8KClosed |
$2.04M - $2.11M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 10.87% |
$50.2K - $51.9K
|
17.1K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.2K+ 2.31% |
$245K - $254K
|
452K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.31K+ 1.21% |
$104K - $107K
|
361K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
155K+ 10.76% |
$3.74M - $3.86M
|
1.6M
$39.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
255+ 0.65% |
$6.13K - $6.34K
|
39.5K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.32K+ 231.58% |
$31.7K - $32.8K
|
1.89K
$47K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$187K - $194K
|
7.8K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
47.7K+ 6.23% |
$1.15M - $1.18M
|
812K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
317K+ 4.08% |
$7.63M - $7.89M
|
8.1M
$201M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66.1KNew |
$1.59M - $1.64M
|
66.1K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
37K+ 17.98% |
$890K - $920K
|
243K
$6.04M
|