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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.77M+ 20.3% |
$92.5M - $94.5M
|
22.3M
$557M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.37M+ 1.08% |
$58.2M - $59.5M
|
222M
$5.53B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.74MNew |
$42.7M - $43.6M
|
1.74M
$43.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.64M+ 9015.72% |
$40.2M - $41M
|
1.65M
$41.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.12M+ 52.47% |
$27.5M - $28.1M
|
3.26M
$81.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
883KNew |
$21.7M - $22.1M
|
883K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
856KNew |
$21M - $21.5M
|
856K
$21.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
747K+ 192.89% |
$18.3M - $18.7M
|
1.13M
$28.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
453KNew |
$11.1M - $11.3M
|
453K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
370K+ 10.89% |
$9.07M - $9.26M
|
3.76M
$93.8M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
300K+ 470.71% |
$7.35M - $7.51M
|
363K
$9.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
234KNew |
$5.75M - $5.88M
|
234K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
209K+ 67.42% |
$5.13M - $5.24M
|
520K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
178K+ 55.98% |
$4.37M - $4.47M
|
497K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
172K+ 13.85% |
$4.21M - $4.3M
|
1.41M
$35.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
165K+ 10.32% |
$4.06M - $4.14M
|
1.77M
$44.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162K+ 7.41% |
$3.96M - $4.05M
|
2.34M
$58.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
150K+ 6230.18% |
$3.69M - $3.77M
|
153K
$3.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
145K+ 11.75% |
$3.56M - $3.64M
|
1.38M
$34.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
127K+ 25.08% |
$3.11M - $3.18M
|
632K
$15.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.7K+ 8.38% |
$2.4M - $2.45M
|
1.26M
$31.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.6K+ 9.36% |
$2.37M - $2.42M
|
1.13M
$28.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
95.4KNew |
$2.34M - $2.39M
|
95.4K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.1K+ 10.36% |
$2.33M - $2.38M
|
1.01M
$25.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
94.9K+ 103.6% |
$2.33M - $2.38M
|
187K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.4K+ 38.02% |
$2.32M - $2.37M
|
343K
$8.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75.4K+ 17.82% |
$1.85M - $1.89M
|
498K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
75K+ 3.95% |
$1.84M - $1.88M
|
1.97M
$49.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 11.51% |
$1.77M - $1.81M
|
699K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
71.2K+ 23.44% |
$1.75M - $1.79M
|
375K
$9.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
71.1KNew |
$1.74M - $1.78M
|
71.1K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
66.6K+ 14.29% |
$1.64M - $1.67M
|
533K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
60.2K+ 3.9% |
$1.48M - $1.51M
|
1.6M
$40M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.3K+ 42.79% |
$1.45M - $1.49M
|
198K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57.5K+ 1121.29% |
$1.41M - $1.44M
|
62.6K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52.3K+ 10.53% |
$1.28M - $1.31M
|
549K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
49.2K+ 58.35% |
$1.21M - $1.23M
|
134K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
49K+ 1.43% |
$1.2M - $1.23M
|
3.47M
$86.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
47.2K+ 8.97% |
$1.16M - $1.18M
|
574K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.1K+ 4.56% |
$1.08M - $1.11M
|
1.01M
$25.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
41.9K+ 98.05% |
$1.03M - $1.05M
|
84.6K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
40.4K+ 4.05% |
$991K - $1.01M
|
1.04M
$25.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.2K+ 194.42% |
$987K - $1.01M
|
60.9K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
38.6K+ 9.4% |
$947K - $968K
|
450K
$11.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
38.4K+ 3.61% |
$942K - $962K
|
1.1M
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.1K+ 73.11% |
$910K - $930K
|
87.8K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.5K+ 5.55% |
$896K - $916K
|
695K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36.4K+ 59.99% |
$894K - $913K
|
97.1K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
36.3K+ 6.58% |
$890K - $910K
|
588K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.2K+ 6.0% |
$889K - $909K
|
640K
$16M
|