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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.74MNew |
$42.7M - $43.6M
|
1.74M
$43.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.12M+ 52.47% |
$27.5M - $28.1M
|
3.26M
$81M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
453KNew |
$11.1M - $11.3M
|
453K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
300K+ 470.71% |
$7.35M - $7.51M
|
363K
$9.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
165K+ 10.32% |
$4.06M - $4.14M
|
1.77M
$44M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
127K+ 25.08% |
$3.11M - $3.18M
|
632K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
71.2K+ 23.44% |
$1.75M - $1.79M
|
375K
$9.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
66.6K+ 14.29% |
$1.64M - $1.67M
|
533K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57.5K+ 1121.29% |
$1.41M - $1.44M
|
62.6K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
49K+ 1.43% |
$1.2M - $1.23M
|
3.47M
$86.4M
|
|
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
38.6K+ 9.4% |
$947K - $968K
|
450K
$11.2M
|
|
|
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 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
31.7KNew |
$777K - $794K
|
31.7K
$788K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.8K+ 22.29% |
$757K - $773K
|
169K
$4.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
30.8KNew |
$756K - $772K
|
30.8K
$766K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.8K+ 8.64% |
$659K - $673K
|
338K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
26.3K+ 26.81% |
$646K - $659K
|
124K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.2KNew |
$619K - $633K
|
25.2K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.6K+ 39.02% |
$505K - $516K
|
73.3K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.3KNew |
$449K - $459K
|
18.3K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
16.8K+ 4.72% |
$411K - $420K
|
372K
$9.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.8K+ 7.17% |
$363K - $371K
|
221K
$5.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$320K - $327K
|
13K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
12.8KNew |
$315K - $321K
|
12.8K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.2K+ 20.35% |
$274K - $280K
|
66K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 15.43% |
$260K - $265K
|
79.1K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
10.2KNew |
$251K - $256K
|
10.2K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
9.05K+ 0.86% |
$222K - $227K
|
1.06M
$26.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.88K+ 11.98% |
$218K - $223K
|
83K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.66KNew |
$212K - $217K
|
8.66K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.58K+ 0.76% |
$211K - $215K
|
1.14M
$28.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.89K+ 0.68% |
$193K - $198K
|
1.18M
$29.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.42K+ 45.78% |
$182K - $186K
|
23.6K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.06K+ 42.71% |
$173K - $177K
|
23.6K
$587K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.8K+ 9.58% |
$167K - $170K
|
77.8K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.35K+ 51.5% |
$156K - $159K
|
18.7K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.77K+ 13.88% |
$141K - $145K
|
47.3K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.5K+ 53.04% |
$135K - $138K
|
15.9K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 1.46% |
$129K - $132K
|
366K
$9.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.97K+ 2.65% |
$122K - $125K
|
193K
$4.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.24K+ 35.13% |
$104K - $106K
|
16.3K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.94K+ 24.84% |
$72.2K - $73.8K
|
14.8K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.75K+ 7.25% |
$67.4K - $68.8K
|
40.6K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.59KNew |
$63.5K - $64.9K
|
2.59K
$64.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.51K+ 5.95% |
$61.5K - $62.8K
|
44.6K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.17K+ 1.28% |
$53.3K - $54.5K
|
172K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$43.1K - $44.1K
|
1.76K
$43.8K
|