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 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.12K- 31.84% |
$126K - $128K
|
11K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.94K+ 24.84% |
$72.2K - $73.8K
|
14.8K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-86- 93.48% |
$2.11K - $2.16K
|
6
$151
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.67K- 18.14% |
$65.6K - $67K
|
12.1K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7.71K- 19.65% |
$189K - $193K
|
31.5K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$1.25K - $1.28K
|
51
$1.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
47.2K+ 8.97% |
$1.16M - $1.18M
|
574K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.8K+ 7.17% |
$363K - $371K
|
221K
$5.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.32K- 3.19% |
$32.4K - $33.1K
|
40.1K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
300K+ 470.71% |
$7.35M - $7.51M
|
363K
$9.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
587+ 1.31% |
$14.4K - $14.7K
|
45.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
114+ 0.87% |
$2.8K - $2.86K
|
13.2K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.3K- 59.68% |
$1.33M - $1.36M
|
36.7K
$924K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$320K - $327K
|
13K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
49K+ 1.43% |
$1.2M - $1.23M
|
3.47M
$87.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.66KNew |
$212K - $217K
|
8.66K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.64K- 1.83% |
$40.3K - $41.2K
|
87.9K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
217+ 0.58% |
$5.33K - $5.44K
|
37.4K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.06K+ 42.71% |
$173K - $177K
|
23.6K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 1.46% |
$129K - $132K
|
366K
$9.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$30.8K - $31.5K
|
88.6K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
66.6K+ 14.29% |
$1.64M - $1.67M
|
533K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.12M+ 52.47% |
$27.5M - $28.1M
|
3.26M
$82.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$1.87K - $1.91K
|
76
$1.92K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 81.3% |
$25.8K - $26.4K
|
242
$6.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.6K+ 39.02% |
$505K - $516K
|
73.3K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-12.9K- 0.73% |
$315K - $322K
|
1.76M
$44.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.5K+ 53.04% |
$135K - $138K
|
15.9K
$400K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-130- 0.2% |
$3.19K - $3.26K
|
65.9K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
190+ 0.98% |
$4.66K - $4.76K
|
19.6K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.41K- 2.81% |
$59.2K - $60.4K
|
83.4K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-352- 28.71% |
$8.64K - $8.82K
|
874
$22K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 34.06% |
$3.07K - $3.13K
|
242
$6.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
70+ 0.85% |
$1.72K - $1.75K
|
8.33K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
71.2K+ 23.44% |
$1.75M - $1.79M
|
375K
$9.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
16.8K+ 4.72% |
$411K - $420K
|
372K
$9.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
107+ 0.97% |
$2.63K - $2.68K
|
11.1K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36.4K+ 59.99% |
$894K - $913K
|
97.1K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.77K+ 13.88% |
$141K - $145K
|
47.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 15.43% |
$260K - $265K
|
79.1K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-85.2K- 3.14% |
$2.09M - $2.14M
|
2.63M
$66.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 4.69% |
$42K - $42.9K
|
38.2K
$963K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
506New |
$12.4K - $12.7K
|
506
$12.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-230- 5.07% |
$5.64K - $5.77K
|
4.31K
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 18.83% |
$12.3K - $12.6K
|
2.16K
$54.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
220+ 2.71% |
$5.4K - $5.52K
|
8.34K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
38.6K+ 9.4% |
$947K - $968K
|
450K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 9.22% |
$3.02K - $3.08K
|
1.21K
$30.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26+ 0.14% |
$638 - $652
|
18.4K
$465K
|