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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 39.74% |
$67.2K - $69.5K
|
4.24K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.2K+ 7.91% |
$438K - $453K
|
248K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$258K - $267K
|
10.7K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
297K+ 33.66% |
$7.13M - $7.37M
|
1.18M
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 54.23% |
$71.8K - $74.2K
|
8.49K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-378- 2.79% |
$9.09K - $9.4K
|
13.2K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
490K+ 111.81% |
$11.8M - $12.2M
|
928K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
12.6K+ 9.97% |
$303K - $314K
|
139K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.33K+ 2.81% |
$224K - $232K
|
342K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 17.79% |
$24.4M - $25.2M
|
4.69M
$117M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
436+ 3.53% |
$10.5K - $10.8K
|
12.8K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.14K+ 14.82% |
$220K - $227K
|
70.9K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
624+ 0.91% |
$15K - $15.5K
|
69.5K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
154+ 7.06% |
$3.7K - $3.83K
|
2.33K
$58K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
866+ 9.06% |
$20.8K - $21.5K
|
10.4K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28K+ 9.46% |
$54.7K - $56.6K
|
26.3K
$655K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.19K+ 7.21% |
$76.8K - $79.4K
|
47.4K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
177+ 0.97% |
$4.26K - $4.4K
|
18.4K
$456K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 3.25% |
$105K - $108K
|
130K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.58K+ 5.45% |
$158K - $164K
|
127K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$2.5K - $2.59K
|
104
$2.59K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-224K- 68.47% |
$5.39M - $5.57M
|
103K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.13K- 18.93% |
$196K - $202K
|
34.8K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$1.83K - $1.89K
|
76
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
36.4K+ 13.32% |
$875K - $905K
|
310K
$7.7M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
329+ 3.91% |
$7.91K - $8.18K
|
8.75K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.74K+ 1.32% |
$114K - $118K
|
364K
$9.05M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-366- 0.9% |
$8.8K - $9.1K
|
40.2K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.4K+ 16.62% |
$971K - $1M
|
283K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.7K+ 7.78% |
$329K - $340K
|
189K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-237- 2.81% |
$5.7K - $5.89K
|
8.2K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
29.3KNew |
$705K - $729K
|
29.3K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43.4K- 41.06% |
$1.04M - $1.08M
|
62.2K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 3.11% |
$68K - $70.3K
|
93.8K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.42K- 2.41% |
$82.3K - $85K
|
139K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-615- 21.24% |
$14.8K - $15.3K
|
2.28K
$56.7K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23.2K+ 28.12% |
$557K - $576K
|
106K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.82K+ 31.26% |
$236K - $244K
|
41.2K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.18K- 9.3% |
$52.4K - $54.2K
|
21.3K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.41K+ 16.13% |
$34K - $35.1K
|
10.2K
$253K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
259K+ 88.51% |
$6.23M - $6.44M
|
551K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-40- 21.74% |
$962 - $994
|
144
$3.58K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-262- 0.39% |
$6.3K - $6.51K
|
67.2K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.17M+ 1.0% |
$52.2M - $54M
|
219M
$5.46B
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.7K+ 17.09% |
$1.48M - $1.53M
|
423K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.1KNew |
$1.42M - $1.47M
|
59.1K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$866 - $895
|
36
$895
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
81.5K+ 6.78% |
$1.96M - $2.03M
|
1.28M
$31.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 84.41% |
$72.9K - $75.4K
|
6.62K
$165K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
17K+ 1.63% |
$409K - $422K
|
1.06M
$26.4M
|