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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67K- 5.95% |
$1.64M - $1.68M
|
1.06M
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-311- 0.07% |
$7.63K - $7.8K
|
450K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.97K- 2.06% |
$48.2K - $49.3K
|
93.5K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.1K+ 37.91% |
$617K - $630K
|
91.4K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 1.82% |
$49.1 - $50.1
|
112
$2.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28.5KNew |
$700K - $715K
|
28.5K
$719K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-539- 2.74% |
$13.2K - $13.5K
|
19.1K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.14K+ 0.14% |
$28K - $28.6K
|
814K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
883KNew |
$21.7M - $22.1M
|
883K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
485+ 1.42% |
$11.9K - $12.2K
|
34.5K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11.9KNew |
$293K - $299K
|
11.9K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27.8K+ 143.3% |
$681K - $696K
|
47.1K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.77K- 27.46% |
$92.4K - $94.4K
|
9.95K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-791- 3.14% |
$19.4K - $19.8K
|
24.4K
$615K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19New |
$466 - $476
|
19
$479
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.96% |
$123 - $125
|
526
$13.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.96K- 6.52% |
$195K - $199K
|
114K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-48.3K- 4.57% |
$1.19M - $1.21M
|
1.01M
$25.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7.75K- 5.57% |
$190K - $194K
|
131K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82K+ 3.84% |
$44.7K - $45.7K
|
49.3K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
34.5KNew |
$847K - $865K
|
34.5K
$870K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.8KNew |
$438K - $447K
|
17.8K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.3K+ 42.79% |
$1.45M - $1.49M
|
198K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.1K+ 7.08% |
$690K - $705K
|
425K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
14.2K+ 5.85% |
$349K - $357K
|
258K
$6.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
451New |
$11.1K - $11.3K
|
451
$11.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-4- 0.04% |
$98.2 - $100
|
10.1K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.48K+ 114.45% |
$208K - $213K
|
15.9K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-44.4K- 3.77% |
$1.09M - $1.11M
|
1.13M
$28.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.11K+ 13.6% |
$76.3K - $78K
|
26K
$655K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
426New |
$10.5K - $10.7K
|
426
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-52K- 63.91% |
$1.28M - $1.3M
|
29.3K
$740K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-148- 0.61% |
$3.63K - $3.71K
|
24.1K
$608K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.97K+ 0.82% |
$72.8K - $74.4K
|
363K
$9.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.94K+ 722.21% |
$219K - $224K
|
10.2K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.02K+ 1.44% |
$74K - $75.6K
|
213K
$5.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
30.6K+ 9.61% |
$751K - $767K
|
349K
$8.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
23.2K+ 7.49% |
$569K - $581K
|
333K
$8.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
95.4KNew |
$2.34M - $2.39M
|
95.4K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.5K- 35.19% |
$110K - $113K
|
8.28K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.18K+ 6.13% |
$127K - $130K
|
89.7K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.98K+ 18.21% |
$73.1K - $74.7K
|
19.3K
$487K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-3K- 1.66% |
$73.6K - $75.2K
|
178K
$4.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.62K- 7.42% |
$39.6K - $40.5K
|
20.2K
$508K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-474- 20.31% |
$11.6K - $11.9K
|
1.86K
$46.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.43K- 5.69% |
$158K - $161K
|
106K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.12K- 7.22% |
$126K - $128K
|
65.7K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
60.2K+ 3.9% |
$1.48M - $1.51M
|
1.6M
$40.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-166- 0.37% |
$4.07K - $4.16K
|
44.8K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
18.8K+ 38.42% |
$461K - $471K
|
67.7K
$1.71M
|