Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.74M+ 110.79% |
$42.1M - $87.9M
|
3.31M
$80.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
880K+ 89.74% |
$21.3M - $44.5M
|
1.86M
$45.2M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
750K+ 110.61% |
$18.1M - $37.9M
|
1.43M
$34.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
681K+ 64.15% |
$16.5M - $34.4M
|
1.74M
$42.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 104.72% |
$14.4M - $30.2M
|
1.17M
$28.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
583K+ 110.25% |
$14.1M - $29.5M
|
1.11M
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
503K+ 105.94% |
$12.2M - $25.4M
|
978K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
413K+ 394.25% |
$9.98M - $20.9M
|
517K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386K+ 123.64% |
$9.34M - $19.5M
|
698K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
305K+ 109.29% |
$7.38M - $15.4M
|
585K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
282K+ 115.16% |
$6.83M - $14.3M
|
528K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219K+ 126.62% |
$5.29M - $11.1M
|
391K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
215KNew |
$5.19M - $10.9M
|
215K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204K+ 105.86% |
$4.92M - $10.3M
|
396K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119K+ 133.18% |
$2.88M - $6.03M
|
209K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
115K+ 102.31% |
$2.79M - $5.84M
|
228K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
90.9K+ 992.73% |
$2.2M - $4.6M
|
100K
$2.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89.2K+ 104.43% |
$2.16M - $4.51M
|
175K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
85.1K+ 91.31% |
$2.06M - $4.3M
|
178K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
70K+ 12.18% |
$1.69M - $3.54M
|
644K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
66.8K+ 21.17% |
$1.62M - $3.38M
|
382K
$9.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
56.1K+ 124.52% |
$1.36M - $2.84M
|
101K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55.8K+ 113.64% |
$1.35M - $2.82M
|
105K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
53.4K+ 108.53% |
$1.29M - $2.7M
|
103K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 141.86% |
$1.13M - $2.37M
|
79.9K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33.1K+ 48.09% |
$800K - $1.67M
|
102K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
31.2K+ 110.34% |
$754K - $1.58M
|
59.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.6K+ 126.13% |
$715K - $1.5M
|
53K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$681K - $1.42M
|
28.2K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26.5K+ 81.6% |
$642K - $1.34M
|
59.1K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
22.8K+ 100.0% |
$552K - $1.15M
|
45.6K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 127.18% |
$477K - $998K
|
35.3K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 70.83% |
$452K - $946K
|
45.1K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 101.48% |
$451K - $943K
|
37K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3KNew |
$443K - $926K
|
18.3K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18K+ 85.05% |
$435K - $910K
|
39.2K
$952K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2K+ 52.24% |
$392K - $820K
|
47.2K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 81.26% |
$377K - $789K
|
34.8K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.7K+ 52.77% |
$357K - $746K
|
42.7K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.7K+ 260.53% |
$283K - $591K
|
16.2K
$393K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.6K+ 110.36% |
$279K - $584K
|
22K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.5K+ 97.95% |
$254K - $531K
|
21.2K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
10.1K+ 100.0% |
$245K - $513K
|
20.3K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.83K+ 98.2% |
$238K - $497K
|
19.8K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.57K+ 104.77% |
$231K - $484K
|
18.7K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.55KNew |
$231K - $483K
|
9.55K
$232K
|