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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-225K- 70.78% |
$5.51M - $5.63M
|
92.8K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.57K+ 5.82% |
$62.9K - $64.3K
|
46.6K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
856KNew |
$21M - $21.5M
|
856K
$21.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-133- 1.51% |
$3.26K - $3.33K
|
8.68K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.27K- 2.85% |
$55.7K - $56.9K
|
77.3K
$1.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.9K+ 12.46% |
$389K - $398K
|
143K
$3.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
145K+ 11.75% |
$3.56M - $3.64M
|
1.38M
$34.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
36.1K+ 28.27% |
$885K - $904K
|
164K
$4.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-306- 8.19% |
$7.51K - $7.67K
|
3.43K
$86.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
41.9K+ 98.05% |
$1.03M - $1.05M
|
84.6K
$2.13M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
38.4K+ 3.61% |
$942K - $962K
|
1.1M
$27.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-246- 1.14% |
$6.04K - $6.17K
|
21.3K
$538K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
17.9KNew |
$439K - $448K
|
17.9K
$451K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$74.9K - $76.6K
|
3.05K
$77K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 6.31% |
$384K - $392K
|
232K
$5.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-225- 2.25% |
$5.52K - $5.64K
|
9.78K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
234KNew |
$5.75M - $5.88M
|
234K
$5.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.29K- 3.19% |
$80.8K - $82.5K
|
99.8K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.63K- 22.6% |
$89.2K - $91.1K
|
12.4K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.37K+ 12.33% |
$132K - $135K
|
48.9K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
17.7K+ 6.84% |
$434K - $443K
|
276K
$6.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162K+ 7.41% |
$3.96M - $4.05M
|
2.34M
$59.1M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
174+ 1.14% |
$4.27K - $4.36K
|
15.5K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 7.49% |
$4.99M - $5.09M
|
2.51M
$63.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$442 - $451
|
18
$454
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$331K - $338K
|
13.5K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
75K+ 3.95% |
$1.84M - $1.88M
|
1.97M
$49.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
90+ 0.03% |
$2.21K - $2.26K
|
342K
$8.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
70New |
$1.72K - $1.75K
|
70
$1.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.24K- 6.35% |
$104K - $106K
|
62.5K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75.4K+ 17.82% |
$1.85M - $1.89M
|
498K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13K+ 40.76% |
$319K - $326K
|
44.9K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$17.2K - $17.5K
|
700
$17.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.84K- 4.33% |
$45.1K - $46.1K
|
40.6K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.03KNew |
$221K - $226K
|
9.03K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$883 - $903
|
36
$908
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
904+ 0.26% |
$22.2K - $22.7K
|
342K
$8.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 25.57% |
$566K - $579K
|
113K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
184+ 0.43% |
$4.52K - $4.61K
|
43.1K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-147K- 11.03% |
$3.61M - $3.68M
|
1.19M
$29.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
172K+ 13.85% |
$4.21M - $4.3M
|
1.41M
$35.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.9K+ 32.96% |
$367K - $374K
|
60.3K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-793- 7.79% |
$19.5K - $19.9K
|
9.38K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
99New |
$2.43K - $2.48K
|
99
$2.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.2KNew |
$692K - $707K
|
28.2K
$711K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$324K - $331K
|
13.2K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 3.52% |
$2.18K - $2.23K
|
2.62K
$66K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9.57K+ 4.84% |
$235K - $240K
|
207K
$5.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.01K+ 16.0% |
$73.8K - $75.4K
|
21.8K
$550K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
250+ 2.3% |
$6.14K - $6.27K
|
11.1K
$281K
|