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
|
Centric Wealth Management
|
BUY
|
- |
12.2K+ 4.02% |
$293K - $303K
|
316K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$292K - $302K
|
12.1K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 43.04% |
$291K - $301K
|
40.3K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.1KNew |
$291K - $301K
|
12.1K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.5K+ 9.3% |
$276K - $285K
|
135K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$275K - $285K
|
11.5K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$275K - $284K
|
11.4K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11.3K+ 1.46% |
$271K - $280K
|
783K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 23.19% |
$268K - $277K
|
59.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$258K - $267K
|
10.7K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.2K+ 2.31% |
$245K - $254K
|
452K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.98K+ 19.78% |
$240K - $248K
|
60.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.94K+ 24.45% |
$239K - $247K
|
50.6K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.82K+ 31.26% |
$236K - $244K
|
41.2K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.66KNew |
$232K - $240K
|
9.66K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.61KNew |
$231K - $239K
|
9.61K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.33K+ 2.81% |
$224K - $232K
|
342K
$8.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
9.16K+ 3.68% |
$220K - $228K
|
258K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.14K+ 14.82% |
$220K - $227K
|
70.9K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.93K+ 2.9% |
$215K - $222K
|
317K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.85KNew |
$213K - $220K
|
8.85K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.65KNew |
$208K - $215K
|
8.65K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
8.59K+ 24.21% |
$207K - $213K
|
44.1K
$1.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.25KNew |
$198K - $205K
|
8.25K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.21KNew |
$197K - $204K
|
8.21K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.15KNew |
$196K - $203K
|
8.15K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.09KNew |
$194K - $201K
|
8.09K
$201K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.07K+ 1683.72% |
$194K - $200K
|
8.54K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8.05KNew |
$194K - $200K
|
8.05K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$187K - $194K
|
7.8K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.75K+ 3.09% |
$186K - $193K
|
258K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.03K+ 8.31% |
$169K - $175K
|
91.6K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.58K+ 5.45% |
$158K - $164K
|
127K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.96K+ 3.61% |
$143K - $148K
|
171K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.68K+ 3.12% |
$137K - $141K
|
187K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 6.57% |
$134K - $138K
|
90.2K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$131K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.06K+ 5.34% |
$122K - $126K
|
99.7K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.84KNew |
$116K - $120K
|
4.84K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.74K+ 1.32% |
$114K - $118K
|
364K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72K+ 5.9% |
$113K - $117K
|
84.7K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.63K+ 22.16% |
$111K - $115K
|
25.5K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.52K+ 757.12% |
$109K - $112K
|
5.12K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.31K+ 1.21% |
$104K - $107K
|
361K
$8.97M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.1K+ 54.43% |
$98.7K - $102K
|
11.6K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.74KNew |
$89.9K - $92.9K
|
3.74K
$93K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 39.79% |
$88.6K - $91.6K
|
12.9K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.2K+ 65.82% |
$76.8K - $79.4K
|
8.05K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.19K+ 7.21% |
$76.8K - $79.4K
|
47.4K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
3.19K+ 2.96% |
$76.6K - $79.2K
|
111K
$2.76M
|