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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-36.1K- 21.34% |
$891K - $912K
|
133K
$3.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
152K+ 15.0% |
$3.75M - $3.83M
|
1.16M
$29.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
186K+ 5.35% |
$4.59M - $4.69M
|
3.66M
$92.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.21K+ 5.24% |
$79.2K - $81K
|
64.4K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
47.8K+ 2.72% |
$1.18M - $1.21M
|
1.81M
$45.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.63K- 4.2% |
$64.9K - $66.4K
|
59.9K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
32.3K+ 5.11% |
$797K - $816K
|
664K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-95.4K- 27.39% |
$2.35M - $2.41M
|
253K
$6.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
911+ 4.66% |
$22.5K - $23K
|
20.5K
$517K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
101+ 0.54% |
$2.49K - $2.55K
|
18.8K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 0.97% |
$2.67K - $2.73K
|
11.2K
$283K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.46% |
$25.3K - $25.9K
|
224K
$5.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.01% |
$226K - $231K
|
92.1K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01M+ 57.96% |
$24.9M - $25.5M
|
2.75M
$69.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 24.18% |
$476K - $487K
|
60.4K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-670- 6.56% |
$16.5K - $16.9K
|
9.55K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
43.4K+ 11.94% |
$1.07M - $1.1M
|
407K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
47.3K+ 4.13% |
$1.17M - $1.2M
|
1.19M
$30.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49.3K+ 22.3% |
$1.22M - $1.25M
|
270K
$6.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.4K- 39.94% |
$948K - $969K
|
57.7K
$1.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
108+ 0.72% |
$2.67K - $2.73K
|
15.1K
$381K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11K+ 10.99% |
$271K - $277K
|
111K
$2.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.72K+ 36.91% |
$215K - $220K
|
32.4K
$816K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.67K+ 5.01% |
$90.6K - $92.7K
|
77K
$1.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.74K+ 11.82% |
$117K - $120K
|
44.8K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.4K+ 5.37% |
$256K - $262K
|
203K
$5.13M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
78K+ 7.35% |
$1.93M - $1.97M
|
1.14M
$28.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
56.7KNew |
$1.4M - $1.43M
|
56.7K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59.6K- 34.22% |
$1.47M - $1.51M
|
115K
$2.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
40.7K+ 52.34% |
$1M - $1.03M
|
118K
$2.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15KNew |
$370K - $378K
|
15K
$378K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-112K- 16.1% |
$2.76M - $2.83M
|
583K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7+ 0.68% |
$173 - $177
|
1.03K
$26.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 13.52% |
$7.21K - $7.38K
|
2.45K
$61.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
340+ 4.19% |
$8.39K - $8.59K
|
8.46K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.75% |
$61.4K - $62.8K
|
92.9K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.82K+ 16.66% |
$45K - $46K
|
12.8K
$322K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.3K+ 4.98% |
$501K - $512K
|
427K
$10.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 2.95% |
$642 - $657
|
855
$21.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.7K+ 2.69% |
$387K - $396K
|
598K
$15.1M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
591+ 4.9% |
$14.6K - $14.9K
|
12.7K
$319K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-437- 2.96% |
$10.8K - $11K
|
14.4K
$362K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 0.03% |
$691 - $707
|
110K
$2.78M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
345+ 0.73% |
$8.52K - $8.71K
|
47.5K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
354KNew |
$8.74M - $8.94M
|
354K
$8.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
417+ 0.92% |
$10.3K - $10.5K
|
45.9K
$1.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27.3K+ 7.47% |
$675K - $690K
|
393K
$9.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-766- 3.58% |
$18.9K - $19.3K
|
20.7K
$521K
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
95.4K+ 8.12% |
$2.36M - $2.41M
|
1.27M
$32.1M
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.5K- 50.04% |
$748K - $764K
|
30.4K
$768K
|
|