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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.74KNew |
$89.9K - $92.9K
|
3.74K
$93K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.86K- 8.95% |
$92.8K - $95.9K
|
39.2K
$976K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.7K- 56.34% |
$426K - $440K
|
13.7K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.36K+ 8481.25% |
$32.6K - $33.7K
|
1.37K
$34.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.48K- 2.4% |
$59.6K - $61.6K
|
101K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164K+ 8.14% |
$3.95M - $4.08M
|
2.18M
$54.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$38.8K - $40.1K
|
1.61K
$40.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.8KNew |
$452K - $467K
|
18.8K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.02K- 18.88% |
$121K - $125K
|
21.6K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.69KNew |
$40.6K - $42K
|
1.69K
$42K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-26.3K- 27.31% |
$633K - $654K
|
70K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-36.4K- 14.64% |
$875K - $904K
|
212K
$5.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
281+ 0.66% |
$6.76K - $6.99K
|
43K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
678New |
$16.3K - $16.9K
|
678
$16.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-229K- 10.75% |
$5.5M - $5.69M
|
1.9M
$47.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-3.23K- 3.48% |
$77.6K - $80.2K
|
89.6K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.4K+ 7.67% |
$852K - $881K
|
497K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.08% |
$48.1 - $49.7
|
2.64K
$65.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
945+ 5.12% |
$22.7K - $23.5K
|
19.4K
$483K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14K+ 99.12% |
$336K - $347K
|
28K
$697K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
124+ 0.2% |
$2.98K - $3.08K
|
63.1K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
37.5K+ 61.76% |
$901K - $931K
|
98.1K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.66KNew |
$232K - $240K
|
9.66K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.21KNew |
$197K - $204K
|
8.21K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
121K+ 4.67% |
$2.91M - $3.01M
|
2.71M
$67.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 8.27% |
$245K - $253K
|
113K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.15KNew |
$196K - $203K
|
8.15K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 10.29% |
$56.7K - $58.6K
|
25.3K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.93K+ 2.9% |
$215K - $222K
|
317K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.98K+ 19.78% |
$240K - $248K
|
60.5K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.6KNew |
$1.65M - $1.7M
|
68.6K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
63.6KNew |
$1.53M - $1.58M
|
63.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.08K+ 4.16% |
$218K - $226K
|
227K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.84KNew |
$116K - $120K
|
4.84K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
548K+ 34.48% |
$13.2M - $13.6M
|
2.14M
$53.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
187New |
$4.5K - $4.65K
|
187
$4.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.03K- 3.14% |
$193K - $200K
|
248K
$6.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.82K+ 9.95% |
$91.8K - $94.8K
|
42.1K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-27.7K- 27.24% |
$667K - $689K
|
74.1K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.9K- 2.17% |
$166K - $171K
|
311K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.3K+ 8.85% |
$777K - $803K
|
397K
$9.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
21.3K+ 9.08% |
$512K - $529K
|
256K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79K+ 3093.1% |
$43.1K - $44.6K
|
1.85K
$46.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$397K - $411K
|
16.5K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 0.4% |
$3.56K - $3.68K
|
37.2K
$925K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.1KNew |
$386K - $399K
|
16.1K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.84K- 4.1% |
$68.4K - $70.7K
|
66.5K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-24- 1.82% |
$577 - $597
|
1.29K
$32.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
279+ 0.12% |
$6.71K - $6.94K
|
226K
$5.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
9.16K+ 3.68% |
$220K - $228K
|
258K
$6.41M
|