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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.5K+ 165.19% |
$728K - $744K
|
47.3K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.6K+ 9.04% |
$582K - $595K
|
284K
$7.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 1.11% |
$61.2K - $62.6K
|
221K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.7K- 0.99% |
$289K - $296K
|
1.17M
$29.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
197K+ 6.04% |
$4.85M - $4.97M
|
3.45M
$86.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
48.7K+ 158.01% |
$1.2M - $1.23M
|
79.4K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.16K- 10.03% |
$78K - $79.8K
|
28.4K
$712K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.28K- 1.56% |
$130K - $133K
|
332K
$8.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 82.04% |
$4.01M - $4.1M
|
360K
$9.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.16K+ 2.82% |
$103K - $105K
|
152K
$3.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
191+ 0.97% |
$4.72K - $4.82K
|
19.8K
$497K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.69K- 15.4% |
$41.7K - $42.6K
|
9.27K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 3.43% |
$1.65K - $1.69K
|
1.89K
$47.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
667+ 8.01% |
$16.5K - $16.8K
|
9K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.41K- 1.58% |
$208K - $213K
|
524K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.9K- 31.2% |
$517K - $529K
|
46.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.51K- 2.59% |
$136K - $139K
|
207K
$5.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 1.89% |
$329K - $336K
|
718K
$18M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
23.7K+ 2.28% |
$584K - $598K
|
1.06M
$26.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.23M+ 74.59% |
$30.5M - $31.2M
|
2.89M
$72.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.72KNew |
$67.1K - $68.7K
|
2.72K
$68.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.15K+ 3.77% |
$77.7K - $79.5K
|
86.6K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 4.22% |
$468K - $479K
|
469K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
631New |
$15.6K - $15.9K
|
631
$15.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76New |
$1.88K - $1.92K
|
76
$1.91K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$68.6K - $70.1K
|
107K
$2.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
423K+ 16032.81% |
$10.4M - $10.7M
|
425K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.66K- 34.06% |
$90.4K - $92.5K
|
7.09K
$178K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-209- 0.1% |
$5.16K - $5.28K
|
212K
$5.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.41K+ 14.35% |
$158K - $162K
|
51.1K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.1K- 18.55% |
$1.19M - $1.22M
|
211K
$5.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.2K- 63.03% |
$2.45M - $2.51M
|
58.2K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 25.68% |
$271K - $277K
|
31.7K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
74.5K+ 28.45% |
$1.84M - $1.88M
|
336K
$8.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-12.2K- 18.49% |
$301K - $308K
|
53.8K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
347KNew |
$8.57M - $8.77M
|
347K
$8.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.5K- 1.71% |
$37.1K - $38K
|
86.4K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.7K+ 6.32% |
$857K - $877K
|
584K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
470New |
$11.6K - $11.9K
|
470
$11.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
84.4K+ 32.1% |
$2.08M - $2.13M
|
347K
$8.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 5.7% |
$111K - $114K
|
83.7K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.1K- 31.28% |
$126K - $129K
|
11.2K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
124+ 7.34% |
$3.06K - $3.13K
|
1.81K
$45.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
52K+ 3.69% |
$1.28M - $1.31M
|
1.46M
$36.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
46.2KNew |
$1.14M - $1.17M
|
46.2K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$223K - $228K
|
9.03K
$227K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.97KNew |
$221K - $227K
|
8.97K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
50.6K+ 8.82% |
$1.25M - $1.28M
|
625K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$72.9K - $74.6K
|
2.95K
$74.1K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.37K+ 41.2% |
$157K - $161K
|
21.8K
$548K
|
|