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 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.46KNew |
$35.9K - $36.7K
|
1.46K
$36.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.41K+ 2.37% |
$34.7K - $35.4K
|
61.2K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$30.8K - $31.5K
|
88.6K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
903+ 0.87% |
$22.2K - $22.6K
|
104K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
587+ 1.31% |
$14.4K - $14.7K
|
45.5K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
506New |
$12.4K - $12.7K
|
506
$12.6K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400+ 4.11% |
$9.82K - $10K
|
10.1K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
392+ 0.27% |
$9.62K - $9.83K
|
148K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
370+ 1.93% |
$9.08K - $9.28K
|
19.6K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
302+ 0.34% |
$7.41K - $7.57K
|
90.4K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
220+ 2.71% |
$5.4K - $5.52K
|
8.34K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
217+ 0.58% |
$5.33K - $5.44K
|
37.4K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
190+ 0.98% |
$4.66K - $4.76K
|
19.6K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118New |
$2.9K - $2.96K
|
118
$2.94K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
114+ 0.87% |
$2.8K - $2.86K
|
13.2K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
107+ 0.97% |
$2.63K - $2.68K
|
11.1K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
89+ 0.95% |
$2.18K - $2.23K
|
9.42K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$1.87K - $1.91K
|
76
$1.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
70+ 0.85% |
$1.72K - $1.75K
|
8.33K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$1.25K - $1.28K
|
51
$1.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 5.13% |
$1.06K - $1.08K
|
881
$21.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26+ 0.14% |
$638 - $652
|
18.4K
$459K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18+ 0.08% |
$442 - $451
|
21.2K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
5+ 2.16% |
$123 - $125
|
236
$5.87K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63M+ 16.53% |
$63.3M - $65.5M
|
18.6M
$462M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.17M+ 1.0% |
$52.2M - $54M
|
219M
$5.46B
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53M+ 8087.07% |
$36.7M - $37.9M
|
1.54M
$38.4M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
512KNew |
$12.3M - $12.7M
|
512K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
490K+ 22.04% |
$11.8M - $12.2M
|
2.71M
$67.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
490K+ 111.81% |
$11.8M - $12.2M
|
928K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
451KNew |
$10.8M - $11.2M
|
451K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
432K+ 3.41% |
$10.4M - $10.7M
|
13.1M
$326M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
403K+ 48.52% |
$9.7M - $10M
|
1.24M
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
317K+ 4.08% |
$7.63M - $7.89M
|
8.1M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
297K+ 33.66% |
$7.13M - $7.37M
|
1.18M
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
288KNew |
$6.93M - $7.17M
|
288K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
259K+ 88.51% |
$6.23M - $6.44M
|
551K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
258K+ 79.04% |
$6.2M - $6.41M
|
584K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
187KNew |
$4.5M - $4.65M
|
187K
$4.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
181KNew |
$4.34M - $4.49M
|
181K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164K+ 8.14% |
$3.95M - $4.08M
|
2.18M
$54.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
155K+ 10.76% |
$3.74M - $3.86M
|
1.6M
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 1697.2% |
$3.59M - $3.72M
|
158K
$3.94M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 75.47% |
$3.29M - $3.4M
|
318K
$7.92M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$2.99M - $3.09M
|
124K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88.2K+ 33940.77% |
$2.12M - $2.19M
|
88.5K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
81.5K+ 6.78% |
$1.96M - $2.03M
|
1.28M
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
72K+ 6.17% |
$1.73M - $1.79M
|
1.24M
$30.8M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.7K+ 17.09% |
$1.48M - $1.53M
|
423K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.1KNew |
$1.42M - $1.47M
|
59.1K
$1.47M
|
|