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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.6K+ 615.76% |
$1.41M - $1.46M
|
68.2K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
56.9K+ 23.78% |
$1.37M - $1.41M
|
296K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
52.8K+ 285.71% |
$1.27M - $1.31M
|
71.3K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
47.7K+ 6.23% |
$1.15M - $1.18M
|
812K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
47.1K+ 22.31% |
$1.13M - $1.17M
|
258K
$6.43M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45KNew |
$1.08M - $1.12M
|
45K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43K+ 5.36% |
$1.03M - $1.07M
|
846K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.3K+ 4.28% |
$1.02M - $1.05M
|
1.03M
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.3K+ 439.42% |
$994K - $1.03M
|
50.7K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.4K+ 16.62% |
$971K - $1M
|
283K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
39.7K+ 14.66% |
$954K - $986K
|
310K
$7.72M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $959K
|
1.47M
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
37K+ 17.98% |
$890K - $920K
|
243K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
36.4K+ 13.32% |
$875K - $905K
|
310K
$7.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.4K+ 7.67% |
$852K - $881K
|
497K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 23.44% |
$787K - $813K
|
172K
$4.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.3K+ 8.85% |
$777K - $803K
|
397K
$9.89M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31.2K+ 88.75% |
$750K - $775K
|
66.3K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
29.3KNew |
$705K - $729K
|
29.3K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 17.38% |
$564K - $583K
|
158K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23.2K+ 28.12% |
$557K - $576K
|
106K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.4K+ 7.56% |
$538K - $556K
|
318K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.6K+ 48.0% |
$521K - $538K
|
66.7K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
21.3K+ 9.08% |
$512K - $529K
|
256K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
21K+ 9.45% |
$505K - $522K
|
243K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.3KNew |
$487K - $504K
|
20.3K
$504K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
19.7KNew |
$473K - $489K
|
19.7K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$456K - $471K
|
19K
$472K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
18.9K+ 1.94% |
$455K - $471K
|
997K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.8KNew |
$452K - $467K
|
18.8K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.2K+ 7.91% |
$438K - $453K
|
248K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
18K+ 72.81% |
$433K - $447K
|
42.7K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17.9K+ 360.85% |
$431K - $445K
|
22.9K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
17.6K+ 26.27% |
$423K - $437K
|
84.5K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$413K - $427K
|
17.2K
$427K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
17K+ 1.63% |
$409K - $422K
|
1.06M
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$387K - $400K
|
16.1K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.9K+ 21.43% |
$358K - $370K
|
84.4K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$358K - $370K
|
14.9K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.9K+ 1.6% |
$333K - $345K
|
880K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13.8K+ 250.54% |
$333K - $344K
|
19.4K
$482K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.7K+ 7.78% |
$329K - $340K
|
189K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5K+ 101.38% |
$325K - $336K
|
26.9K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.2K+ 43.56% |
$317K - $328K
|
43.5K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 9.03% |
$317K - $328K
|
159K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 2.23% |
$316K - $327K
|
604K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.1K+ 51.51% |
$314K - $325K
|
38.4K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7KNew |
$304K - $315K
|
12.7K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
12.6K+ 9.97% |
$303K - $314K
|
139K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 1.07% |
$298K - $308K
|
1.16M
$29M
|