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 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$24.5 - $25.1
|
4.36K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-60.8K- 38.75% |
$1.49M - $1.52M
|
96.1K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-60.8K- 64.2% |
$1.49M - $1.52M
|
33.9K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.1K+ 10.36% |
$2.33M - $2.38M
|
1.01M
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
7.12K+ 1.96% |
$175K - $178K
|
371K
$9.36M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7New |
$172 - $175
|
7
$176
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397+ 275.69% |
$9.74K - $9.95K
|
541
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-416- 0.16% |
$10.2K - $10.4K
|
258K
$6.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.43K- 7.97% |
$35.2K - $35.9K
|
16.6K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.37M+ 1.08% |
$58.2M - $59.5M
|
222M
$5.59B
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127+ 0.96% |
$3.12K - $3.18K
|
13.3K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.96K+ 2.72% |
$171K - $174K
|
263K
$6.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.36K+ 61.0% |
$156K - $159K
|
16.8K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 41.51% |
$1.08K - $1.1K
|
150
$3.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-34K- 48.23% |
$834K - $852K
|
36.5K
$920K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 34.32% |
$35.7K - $36.5K
|
2.78K
$70.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
864+ 4.71% |
$21.2K - $21.7K
|
19.2K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.5K- 10.64% |
$773K - $789K
|
264K
$6.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.58K- 16.03% |
$137K - $140K
|
29.2K
$737K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 13.03% |
$415K - $424K
|
147K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46New |
$1.13K - $1.15K
|
46
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 5.05% |
$10.8K - $11.1K
|
8.31K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.1K+ 20.0% |
$125K - $128K
|
30.6K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
322New |
$7.9K - $8.07K
|
322
$8.12K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-662- 0.8% |
$16.2K - $16.6K
|
82.3K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.03K+ 4.9% |
$25.2K - $25.7K
|
22K
$553K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
590New |
$14.5K - $14.8K
|
590
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
26KNew |
$639K - $653K
|
26K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
747K+ 192.89% |
$18.3M - $18.7M
|
1.13M
$28.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-463K- 27.72% |
$11.4M - $11.6M
|
1.21M
$30.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.51KNew |
$61.7K - $63K
|
2.51K
$63.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
71.1KNew |
$1.74M - $1.78M
|
71.1K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
94.9K+ 103.6% |
$2.33M - $2.38M
|
187K
$4.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 0.09% |
$491 - $501
|
21.3K
$537K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-375- 0.2% |
$9.2K - $9.4K
|
187K
$4.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96- 4.21% |
$2.36K - $2.41K
|
2.19K
$55.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-67.8K- 5.28% |
$1.66M - $1.7M
|
1.22M
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.2K+ 632.41% |
$78.5K - $80.2K
|
3.71K
$93.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.83K+ 5.72% |
$93.9K - $96K
|
70.7K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.81K+ 40.97% |
$167K - $171K
|
23.4K
$591K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.7K- 0.98% |
$386K - $394K
|
1.58M
$39.9M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12.2K+ 6.42% |
$298K - $305K
|
202K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.79K+ 0.99% |
$191K - $195K
|
791K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
83+ 0.01% |
$2.04K - $2.08K
|
632K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-54.6K- 76.56% |
$1.34M - $1.37M
|
16.7K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 9.53% |
$373K - $381K
|
175K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
436+ 2.05% |
$10.7K - $10.9K
|
21.7K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 5.28% |
$39.5K - $40.4K
|
32.1K
$810K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.2K+ 6.0% |
$889K - $909K
|
640K
$16.1M
|