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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.8K- 66.67% |
$43.3K - $44.7K
|
900
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$1.88K - $1.94K
|
78
$1.97K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-126- 21.21% |
$3.03K - $3.13K
|
468
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
290+ 0.61% |
$6.97K - $7.21K
|
47.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.1KNew |
$291K - $301K
|
12.1K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
512KNew |
$12.3M - $12.7M
|
512K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.08K- 17.22% |
$50K - $51.6K
|
9.98K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 2.23% |
$120 - $124
|
229
$5.77K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 3.31% |
$6.85K - $7.09K
|
8.89K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-214- 0.98% |
$5.15K - $5.32K
|
21.7K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.52K+ 757.12% |
$109K - $112K
|
5.12K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 1697.2% |
$3.59M - $3.72M
|
158K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.3KNew |
$487K - $504K
|
20.3K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
255+ 0.65% |
$6.13K - $6.34K
|
39.5K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84.8KClosed |
$2.04M - $2.11M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
288KNew |
$6.93M - $7.17M
|
288K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$187K - $194K
|
7.8K
$197K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$258K - $267K
|
10.7K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28K+ 9.46% |
$54.7K - $56.6K
|
26.3K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 17.79% |
$24.4M - $25.2M
|
4.69M
$118M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$1.83K - $1.89K
|
76
$1.92K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$2.5K - $2.59K
|
104
$2.62K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
29.3KNew |
$705K - $729K
|
29.3K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-237- 2.81% |
$5.7K - $5.89K
|
8.2K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.1KNew |
$1.42M - $1.47M
|
59.1K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-262- 0.39% |
$6.3K - $6.51K
|
67.2K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.26K+ 8.07% |
$30.4K - $31.4K
|
16.9K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.69K- 71.9% |
$88.8K - $91.8K
|
1.44K
$36.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 7.43% |
$18.4K - $19K
|
9.51K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
811+ 0.64% |
$19.5K - $20.2K
|
127K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5K- 28.88% |
$120K - $124K
|
12.3K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-984K- 95.98% |
$23.7M - $24.5M
|
41.3K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.65KNew |
$208K - $215K
|
8.65K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$275K - $285K
|
11.5K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.09KNew |
$194K - $201K
|
8.09K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
184New |
$4.43K - $4.57K
|
184
$4.64K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.4K- 60.27% |
$393K - $406K
|
10.8K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
94+ 0.56% |
$2.26K - $2.34K
|
17K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
170New |
$4.09K - $4.23K
|
170
$4.29K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 1.36% |
$2.16K - $2.24K
|
6.71K
$169K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.36K- 9.76% |
$32.7K - $33.8K
|
12.6K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
67+ 68.37% |
$1.61K - $1.67K
|
165
$4.16K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-536- 2.83% |
$12.9K - $13.3K
|
18.4K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
696New |
$16.7K - $17.3K
|
696
$17.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112New |
$2.69K - $2.78K
|
112
$2.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-631- 3.72% |
$15.2K - $15.7K
|
16.3K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-4.48K- 11.3% |
$108K - $111K
|
35.2K
$887K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$358K - $370K
|
14.9K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.9K+ 1.6% |
$333K - $345K
|
880K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$38.8K - $40.1K
|
1.61K
$40.6K
|