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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 24.11% |
$267K - $273K
|
34K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
186New |
$4.59K - $4.7K
|
186
$4.67K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
382+ 323.73% |
$9.43K - $9.65K
|
500
$12.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-200- 0.1% |
$4.94K - $5.05K
|
202K
$5.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
296K+ 11.27% |
$7.31M - $7.48M
|
2.92M
$73.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 13.47% |
$488K - $499K
|
166K
$4.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-146- 31.2% |
$3.6K - $3.69K
|
322
$8.09K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.05K+ 4.49% |
$223K - $229K
|
211K
$5.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
4.78K+ 2.77% |
$118K - $121K
|
177K
$4.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127+ 0.96% |
$3.14K - $3.21K
|
13.4K
$337K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.6K- 43.17% |
$39.5K - $40.4K
|
2.11K
$52.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.7K+ 8.65% |
$239K - $245K
|
122K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.88K+ 0.45% |
$71K - $72.6K
|
635K
$16M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6.82K- 3.29% |
$168K - $172K
|
200K
$5.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142+ 16.25% |
$3.51K - $3.59K
|
1.02K
$25.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
924+ 19.33% |
$22.8K - $23.3K
|
5.7K
$143K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
678+ 5.14% |
$16.7K - $17.1K
|
13.9K
$348K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15K- 3.93% |
$28.4K - $29K
|
28.1K
$705K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
7K+ 2.15% |
$173K - $177K
|
333K
$8.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25.5K+ 9.24% |
$629K - $644K
|
301K
$7.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.59K- 11.89% |
$64K - $65.5K
|
19.2K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
128K+ 25.81% |
$3.16M - $3.24M
|
625K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.6KNew |
$39.5K - $40.4K
|
1.6K
$40.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
14.6K+ 56.16% |
$361K - $369K
|
40.7K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$24.7 - $25.3
|
1
$25.1
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$477K - $488K
|
19.3K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25New |
$617 - $632
|
25
$628
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41K- 25.29% |
$84.2K - $86.2K
|
10.1K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
101KNew |
$2.49M - $2.55M
|
101K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76New |
$1.88K - $1.92K
|
76
$1.91K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
168+ 1.44% |
$4.15K - $4.24K
|
11.8K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 44.88% |
$27.8M - $28.5M
|
3.64M
$91.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-80- 0.94% |
$1.98K - $2.02K
|
8.46K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
33.8K+ 27.18% |
$835K - $854K
|
158K
$3.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
321KNew |
$7.94M - $8.12M
|
321K
$8.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.7K+ 8.89% |
$190K - $194K
|
94.2K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.4K+ 8.12% |
$34.6K - $35.4K
|
18.7K
$469K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
8.02KNew |
$198K - $202K
|
8.02K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.48K+ 13.65% |
$36.4K - $37.3K
|
12.3K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.1K+ 340.63% |
$1.34M - $1.37M
|
70K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-294- 6.74% |
$7.26K - $7.43K
|
4.07K
$102K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.6K- 12.69% |
$39.4K - $40.3K
|
11K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 9.99% |
$430K - $440K
|
192K
$4.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-11.9K- 6.7% |
$294K - $300K
|
166K
$4.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-11K- 6.7% |
$271K - $277K
|
153K
$3.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
26.6K+ 3.36% |
$656K - $672K
|
817K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-8.37K- 28.51% |
$207K - $211K
|
21K
$527K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 10.19% |
$590K - $604K
|
258K
$6.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
751+ 2.45% |
$18.5K - $19K
|
31.3K
$787K
|
|