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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.59K- 3.92% |
$88.1K - $90K
|
87.9K
$2.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.3K- 1.46% |
$81K - $82.7K
|
223K
$5.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
26.1K+ 43.11% |
$639K - $653K
|
86.5K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$264K - $270K
|
10.8K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
4.27K+ 1.66% |
$105K - $107K
|
262K
$6.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1.21K+ 1.2% |
$29.7K - $30.3K
|
102K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-515K- 59.68% |
$12.6M - $12.9M
|
348K
$8.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-9.67K- 4.56% |
$237K - $243K
|
202K
$5.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 21.31% |
$80.3K - $82.1K
|
18.6K
$470K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-697K- 81.59% |
$17.1M - $17.5M
|
157K
$3.97M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.93% |
$393 - $401
|
1.73K
$43.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 36.04% |
$365K - $372K
|
26.4K
$665K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.1K- 66.31% |
$1.08M - $1.11M
|
22.4K
$565K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-887- 0.95% |
$21.8K - $22.2K
|
92.9K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36+ 0.09% |
$883 - $903
|
40.3K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52.3K+ 10.53% |
$1.28M - $1.31M
|
549K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 127.03% |
$363K - $371K
|
26.4K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
40.4K+ 4.05% |
$991K - $1.01M
|
1.04M
$26.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.19K+ 10.13% |
$78.3K - $80K
|
34.7K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.59K- 3.4% |
$88.1K - $90K
|
102K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
600+ 7.45% |
$14.7K - $15K
|
8.65K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
36.3K+ 6.58% |
$890K - $910K
|
588K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
5+ 2.16% |
$123 - $125
|
236
$5.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.51K- 1.55% |
$86.2K - $88.1K
|
224K
$5.64M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400+ 4.11% |
$9.82K - $10K
|
10.1K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
30.8KNew |
$756K - $772K
|
30.8K
$776K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
127K+ 25.08% |
$3.11M - $3.18M
|
632K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.8K+ 22.29% |
$757K - $773K
|
169K
$4.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.51K+ 5.95% |
$61.5K - $62.8K
|
44.6K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
26.3K+ 26.81% |
$646K - $659K
|
124K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.8K+ 8.64% |
$659K - $673K
|
338K
$8.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
593+ 8.95% |
$14.6K - $14.9K
|
7.22K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
12.8KNew |
$315K - $321K
|
12.8K
$323K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18+ 0.08% |
$442 - $451
|
21.2K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.3KNew |
$449K - $459K
|
18.3K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.59KNew |
$63.5K - $64.9K
|
2.59K
$65.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.1K+ 4.56% |
$1.08M - $1.11M
|
1.01M
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$26.8K - $27.4K
|
42.7K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-14- 1.34% |
$344 - $351
|
1.03K
$25.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.88K+ 11.98% |
$218K - $223K
|
83K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.64K- 25.53% |
$64.7K - $66.1K
|
7.69K
$194K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
903+ 0.87% |
$22.2K - $22.6K
|
104K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-621- 17.92% |
$15.2K - $15.6K
|
2.84K
$71.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.41K+ 2.37% |
$34.7K - $35.4K
|
61.2K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118New |
$2.9K - $2.96K
|
118
$2.97K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.32K- 5.87% |
$81.5K - $83.3K
|
53.2K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
31.7KNew |
$777K - $794K
|
31.7K
$798K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.9K- 68.14% |
$906K - $925K
|
17.3K
$435K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 71.05% |
$489K - $500K
|
8.12K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47.6K- 67.93% |
$1.17M - $1.19M
|
22.5K
$566K
|