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 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3.05KNew |
$73.4K - $75.9K
|
3.05K
$76K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 84.41% |
$72.9K - $75.4K
|
6.62K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 54.23% |
$71.8K - $74.2K
|
8.49K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 3.11% |
$68K - $70.3K
|
93.8K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.73K+ 9.35% |
$65.6K - $67.8K
|
31.9K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.68K+ 4.4% |
$64.4K - $66.6K
|
63.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.73% |
$61.3K - $63.4K
|
70.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.38K+ 2.67% |
$57.3K - $59.2K
|
91.5K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 10.29% |
$56.7K - $58.6K
|
25.3K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28K+ 9.46% |
$54.7K - $56.6K
|
26.3K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 6.68% |
$51.3K - $53K
|
34K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 11.03% |
$50K - $51.7K
|
20.9K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79K+ 3093.1% |
$43.1K - $44.6K
|
1.85K
$46.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.69KNew |
$40.6K - $42K
|
1.69K
$42.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$38.8K - $40.1K
|
1.61K
$40.1K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.59K+ 6.73% |
$38.2K - $39.5K
|
25.2K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.41K+ 16.13% |
$34K - $35.1K
|
10.2K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.36K+ 8481.25% |
$32.6K - $33.7K
|
1.37K
$34.2K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.32K+ 231.58% |
$31.7K - $32.8K
|
1.89K
$47K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.26K+ 8.07% |
$30.4K - $31.4K
|
16.9K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
896+ 54.9% |
$21.5K - $22.3K
|
2.53K
$62.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
866+ 9.06% |
$20.8K - $21.5K
|
10.4K
$260K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
831+ 0.89% |
$20K - $20.7K
|
94.7K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
811+ 0.64% |
$19.5K - $20.2K
|
127K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
696New |
$16.7K - $17.3K
|
696
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
678New |
$16.3K - $16.9K
|
678
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
624+ 0.91% |
$15K - $15.5K
|
69.5K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
533+ 5.15% |
$12.8K - $13.3K
|
10.9K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
460+ 5.51% |
$11.1K - $11.4K
|
8.82K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
449+ 1.45% |
$10.8K - $11.2K
|
31.5K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
448+ 4.02% |
$10.8K - $11.1K
|
11.6K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
436+ 3.53% |
$10.5K - $10.8K
|
12.8K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
375+ 6.94% |
$9.02K - $9.32K
|
5.78K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
329+ 3.91% |
$7.91K - $8.18K
|
8.75K
$218K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
302+ 2.72% |
$7.26K - $7.51K
|
11.4K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
290+ 0.61% |
$6.97K - $7.21K
|
47.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 3.31% |
$6.85K - $7.09K
|
8.89K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
284New |
$6.83K - $7.06K
|
284
$7.07K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
281+ 0.66% |
$6.76K - $6.99K
|
43K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
279+ 0.12% |
$6.71K - $6.94K
|
226K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
266+ 4433.33% |
$6.4K - $6.61K
|
272
$6.77K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
255+ 0.65% |
$6.13K - $6.34K
|
39.5K
$983K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
208+ 0.46% |
$5K - $5.17K
|
45.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
187New |
$4.5K - $4.65K
|
187
$4.65K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
184New |
$4.43K - $4.57K
|
184
$4.58K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
177+ 0.97% |
$4.26K - $4.4K
|
18.4K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
170New |
$4.09K - $4.23K
|
170
$4.23K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
154+ 7.06% |
$3.7K - $3.83K
|
2.33K
$58.1K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 1.5% |
$3.15K - $3.26K
|
8.86K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
124+ 0.2% |
$2.98K - $3.08K
|
63.1K
$1.57M
|