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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110M+ 101.73% |
$2.65B - $5.54B
|
217M
$5.32B
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.49M+ 144.32% |
$181M - $379M
|
12.7M
$310M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.26M+ 49.25% |
$127M - $266M
|
15.9M
$390M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.39M+ 107.38% |
$106M - $222M
|
8.47M
$208M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.31M+ 308.24% |
$104M - $218M
|
5.7M
$140M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88M+ 99.54% |
$93.9M - $196M
|
7.78M
$191M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.32MNew |
$56M - $117M
|
2.32M
$56.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.74M+ 110.79% |
$42.1M - $87.9M
|
3.31M
$81M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.45M+ 100.0% |
$35.1M - $73.3M
|
2.9M
$71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.36M+ 158.41% |
$33M - $68.9M
|
2.22M
$54.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.33M+ 105.57% |
$32.2M - $67.3M
|
2.59M
$63.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.22M+ 111.57% |
$29.6M - $61.8M
|
2.32M
$56.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.15M+ 132.18% |
$27.8M - $58.1M
|
2.02M
$49.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.11M+ 109.56% |
$26.9M - $56.3M
|
2.13M
$52.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
880K+ 89.74% |
$21.3M - $44.5M
|
1.86M
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
873K+ 751.08% |
$21.1M - $44.2M
|
989K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
824K+ 107.95% |
$19.9M - $41.7M
|
1.59M
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
760K+ 111.24% |
$18.4M - $38.5M
|
1.44M
$35.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
754K+ 205.89% |
$18.2M - $38.1M
|
1.12M
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
750K+ 110.61% |
$18.1M - $37.9M
|
1.43M
$35M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
702K+ 108.97% |
$17M - $35.5M
|
1.35M
$33M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
699K+ 139.03% |
$16.9M - $35.4M
|
1.2M
$29.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
698K+ 101.67% |
$16.9M - $35.3M
|
1.38M
$33.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
697KNew |
$16.9M - $35.3M
|
697K
$17.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
681K+ 64.15% |
$16.5M - $34.4M
|
1.74M
$42.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
644K+ 65.59% |
$15.6M - $32.6M
|
1.63M
$39.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 104.72% |
$14.4M - $30.2M
|
1.17M
$28.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
583K+ 110.25% |
$14.1M - $29.5M
|
1.11M
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
577K+ 137.2% |
$14M - $29.2M
|
997K
$24.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
559K+ 114.97% |
$13.5M - $28.3M
|
1.04M
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521K+ 74.03% |
$12.6M - $26.4M
|
1.23M
$30M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
503K+ 105.94% |
$12.2M - $25.4M
|
978K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
482K+ 120.67% |
$11.7M - $24.4M
|
881K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
480K+ 66.48% |
$11.6M - $24.3M
|
1.2M
$29.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
479K+ 123.87% |
$11.6M - $24.2M
|
866K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
466K+ 94.32% |
$11.3M - $23.6M
|
961K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
460K+ 110.55% |
$11.1M - $23.3M
|
876K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
427K+ 113.42% |
$10.3M - $21.6M
|
803K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
414K+ 135.21% |
$10M - $21M
|
721K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
413K+ 394.25% |
$9.98M - $20.9M
|
517K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
407K+ 113.68% |
$9.84M - $20.6M
|
765K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
401K+ 108.01% |
$9.69M - $20.3M
|
772K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 53.01% |
$9.66M - $20.2M
|
1.15M
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386K+ 123.64% |
$9.34M - $19.5M
|
698K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
311K+ 110.84% |
$7.52M - $15.7M
|
591K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
305K+ 109.29% |
$7.38M - $15.4M
|
585K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
299K+ 87.79% |
$7.22M - $15.1M
|
639K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
297KNew |
$7.19M - $15M
|
297K
$7.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
286K+ 697.65% |
$6.93M - $14.5M
|
327K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
282K+ 115.16% |
$6.83M - $14.3M
|
528K
$12.9M
|