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 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.26K+ 8.07% |
$30.4K - $31.4K
|
16.9K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17.9K+ 360.85% |
$431K - $445K
|
22.9K
$569K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
11+ 0.65% |
$265 - $273
|
1.72K
$42.7K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.69K- 71.9% |
$88.8K - $91.8K
|
1.44K
$35.9K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 1.5% |
$3.15K - $3.26K
|
8.86K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 6.68% |
$51.3K - $53K
|
34K
$847K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23.5K- 58.98% |
$566K - $585K
|
16.4K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
896+ 54.9% |
$21.5K - $22.3K
|
2.53K
$62.9K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 7.16% |
$28.5K - $29.5K
|
15.4K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5K+ 101.38% |
$325K - $336K
|
26.9K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13K- 0.97% |
$313K - $323K
|
1.33M
$33.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.5K- 1.02% |
$156K - $162K
|
632K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.7K- 7.99% |
$1.92M - $1.98M
|
918K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 9.03% |
$317K - $328K
|
159K
$3.96M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
533+ 5.15% |
$12.8K - $13.3K
|
10.9K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 7.43% |
$18.4K - $19K
|
9.51K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.03K+ 8.31% |
$169K - $175K
|
91.6K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
451KNew |
$10.8M - $11.2M
|
451K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
449+ 1.45% |
$10.8K - $11.2K
|
31.5K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.65KNew |
$208K - $215K
|
8.65K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11.3K+ 1.46% |
$271K - $280K
|
783K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
18.9K+ 1.94% |
$455K - $471K
|
997K
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-209- 1.4% |
$5.03K - $5.2K
|
14.7K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-984K- 95.98% |
$23.7M - $24.5M
|
41.3K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5K- 28.88% |
$120K - $124K
|
12.3K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
811+ 0.64% |
$19.5K - $20.2K
|
127K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-3.58K- 4.21% |
$86K - $88.9K
|
81.3K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
160+ 15.01% |
$3.85K - $3.98K
|
1.23K
$30.5K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-646K- 27.9% |
$15.5M - $16.1M
|
1.67M
$41.5M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$275K - $285K
|
11.5K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.09KNew |
$194K - $201K
|
8.09K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-8.69K- 6.38% |
$209K - $216K
|
128K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.5K- 5.44% |
$132K - $137K
|
95.7K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-649- 2.08% |
$15.6K - $16.1K
|
30.5K
$759K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 2.23% |
$316K - $327K
|
604K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
460+ 5.51% |
$11.1K - $11.4K
|
8.82K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45KNew |
$1.08M - $1.12M
|
45K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53M+ 8087.07% |
$36.7M - $37.9M
|
1.54M
$38.4M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
184New |
$4.43K - $4.57K
|
184
$4.58K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 17.18% |
$37K - $38.2K
|
7.41K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
3.19K+ 2.96% |
$76.6K - $79.2K
|
111K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
17.6K+ 26.27% |
$423K - $437K
|
84.5K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
56.9K+ 23.78% |
$1.37M - $1.41M
|
296K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
72K+ 6.17% |
$1.73M - $1.79M
|
1.24M
$30.8M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-707- 13.94% |
$17K - $17.6K
|
4.36K
$109K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.58% |
$72.2 - $74.6
|
521
$13K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.4K- 60.27% |
$393K - $406K
|
10.8K
$268K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
831+ 0.89% |
$20K - $20.7K
|
94.7K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8.05KNew |
$194K - $200K
|
8.05K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.4K+ 7.56% |
$538K - $556K
|
318K
$7.92M
|