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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$413K - $427K
|
17.2K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4KNew |
$249K - $258K
|
10.4K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.68% |
$1.78K - $1.84K
|
11K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 43.04% |
$291K - $301K
|
40.3K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-210- 14.42% |
$5.05K - $5.22K
|
1.25K
$31K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.17K- 0.94% |
$76.3K - $78.9K
|
335K
$8.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
608+ 0.59% |
$14.6K - $15.1K
|
103K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 6.98% |
$144 - $149
|
92
$2.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 12.21% |
$9.62K - $9.94K
|
2.88K
$71.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 1.15% |
$938 - $970
|
3.44K
$85.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-88.3K- 4.75% |
$2.12M - $2.2M
|
1.77M
$44.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.04K- 30.98% |
$97.3K - $101K
|
9.01K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.7K+ 157.91% |
$1.34M - $1.38M
|
90.9K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.43K+ 2.54% |
$82.5K - $85.2K
|
138K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
114K+ 3.45% |
$2.74M - $2.84M
|
3.42M
$85.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.12K+ 2.93% |
$147K - $152K
|
215K
$5.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-58- 1.33% |
$1.39K - $1.44K
|
4.3K
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.35K- 1.55% |
$32.5K - $33.6K
|
85.8K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-30- 0.14% |
$722 - $746
|
21.2K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
284New |
$6.83K - $7.06K
|
284
$7.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-268- 2.21% |
$6.45K - $6.66K
|
11.8K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-93- 0.51% |
$2.24K - $2.31K
|
18K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
42.2K+ 25.75% |
$1.02M - $1.05M
|
206K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-957- 4.72% |
$23K - $23.8K
|
19.3K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.3KNew |
$103K - $107K
|
4.3K
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-87K- 86.94% |
$2.09M - $2.16M
|
13.1K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
47+ 4.73% |
$1.13K - $1.17K
|
1.04K
$25.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-901- 9.83% |
$21.7K - $22.4K
|
8.26K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.38K+ 2.67% |
$57.3K - $59.2K
|
91.5K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
361KNew |
$8.67M - $8.96M
|
361K
$8.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
60.7KNew |
$1.46M - $1.51M
|
60.7K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.08K- 24.03% |
$74.1K - $76.6K
|
9.74K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
6.81K+ 2.29% |
$164K - $169K
|
304K
$7.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
296+ 0.5% |
$7.12K - $7.36K
|
59.7K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-430K- 83.11% |
$10.3M - $10.7M
|
87.4K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.78K- 6.26% |
$90.8K - $93.8K
|
56.5K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-278- 0.52% |
$6.69K - $6.91K
|
52.7K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $959K
|
1.47M
$36.5M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.45K- 7.29% |
$82.9K - $85.6K
|
43.8K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.28K
|
9.19K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 10.42% |
$241 - $249
|
106
$2.64K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.39K- 3.45% |
$57.5K - $59.4K
|
66.9K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-888- 5.49% |
$21.4K - $22.1K
|
15.3K
$380K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-36- 15.38% |
$866 - $895
|
198
$4.92K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.7KNew |
$355K - $367K
|
14.7K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
73+ 0.49% |
$1.76K - $1.81K
|
14.9K
$370K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
539+ 1.2% |
$13K - $27.3K
|
45.4K
$1.13M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.4K+ 35.46% |
$1.2M - $2.5M
|
189K
$4.69M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
322New |
$7.79K - $16.3K
|
322
$8.01K
|
|