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 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.59K+ 6.73% |
$38.2K - $39.5K
|
25.2K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-93.8K- 26.49% |
$2.25M - $2.33M
|
260K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-889- 0.86% |
$21.4K - $22.1K
|
103K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
94+ 0.56% |
$2.26K - $2.34K
|
17K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2+ 0.02% |
$48.1 - $49.7
|
10.1K
$250K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.68K+ 3.12% |
$137K - $141K
|
187K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.19% |
$986 - $1.02K
|
21.8K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.1K+ 54.43% |
$98.7K - $102K
|
11.6K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
47.1K+ 22.31% |
$1.13M - $1.17M
|
258K
$6.42M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.06K+ 5.34% |
$122K - $126K
|
99.7K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
170New |
$4.09K - $4.23K
|
170
$4.23K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.8K- 21.07% |
$452K - $468K
|
70.5K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.57K- 4.57% |
$110K - $114K
|
95.4K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6.54K- 84.26% |
$157K - $163K
|
1.22K
$30.4K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.36K- 9.76% |
$32.7K - $33.8K
|
12.6K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.63K+ 22.16% |
$111K - $115K
|
25.5K
$634K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 1.36% |
$2.16K - $2.24K
|
6.71K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.1K- 37.73% |
$242K - $250K
|
16.6K
$413K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 3.09% |
$29.8K - $30.9K
|
41.4K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
252K+ 117.32% |
$6.05M - $6.26M
|
466K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.31K- 3.99% |
$79.6K - $82.3K
|
79.6K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-174K- 16.95% |
$4.2M - $4.34M
|
855K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-175K- 16.82% |
$4.2M - $4.34M
|
863K
$21.5M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
67+ 68.37% |
$1.61K - $1.67K
|
165
$4.1K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-536- 2.83% |
$12.9K - $13.3K
|
18.4K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 0.71% |
$4.18K - $4.33K
|
24.3K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-142K- 29.35% |
$3.41M - $3.52M
|
341K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 6.57% |
$134K - $138K
|
90.2K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
696New |
$16.7K - $17.3K
|
696
$17.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.2K+ 43.56% |
$317K - $328K
|
43.5K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-18K- 2.79% |
$433K - $447K
|
626K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.37K- 31.56% |
$201K - $208K
|
18.1K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-18.7K- 8.18% |
$449K - $464K
|
210K
$5.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-631- 3.72% |
$15.2K - $15.7K
|
16.3K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112New |
$2.69K - $2.78K
|
112
$2.79K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-327K- 23.66% |
$7.88M - $8.14M
|
1.06M
$26.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6.87K- 3.36% |
$165K - $171K
|
197K
$4.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
181KNew |
$4.34M - $4.49M
|
181K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-59- 0.13% |
$1.42K - $1.47K
|
45.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
447+ 1.09% |
$10.8K - $11.1K
|
41.6K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
54.2KNew |
$1.3M - $1.35M
|
54.2K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.9K+ 1.6% |
$333K - $345K
|
880K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
490K+ 22.04% |
$11.8M - $12.2M
|
2.71M
$67.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.6K+ 48.0% |
$521K - $538K
|
66.7K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 24.63% |
$2.41K - $2.49K
|
506
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 11.03% |
$50K - $51.7K
|
20.9K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-4.48K- 11.3% |
$108K - $111K
|
35.2K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$358K - $370K
|
14.9K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4.73K- 0.93% |
$114K - $118K
|
505K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
91K+ 10.39% |
$2.19M - $2.26M
|
967K
$24.1M
|