Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-85.2K- 3.14% |
$2.09M - $2.14M
|
2.63M
$65.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.3K- 59.68% |
$1.33M - $1.36M
|
36.7K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47.6K- 67.93% |
$1.17M - $1.19M
|
22.5K
$559K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.9K- 68.14% |
$906K - $925K
|
17.3K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 71.05% |
$489K - $500K
|
8.12K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-12.9K- 0.73% |
$315K - $322K
|
1.76M
$43.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 2.62% |
$269K - $274K
|
407K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 11.69% |
$259K - $264K
|
79.7K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.96K- 4.89% |
$220K - $225K
|
174K
$4.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.35K- 1.41% |
$205K - $209K
|
582K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7.71K- 19.65% |
$189K - $193K
|
31.5K
$785K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.01K- 0.85% |
$148K - $151K
|
705K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.54K- 0.24% |
$136K - $139K
|
2.27M
$56.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.12K- 31.84% |
$126K - $128K
|
11K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.87K- 9.94% |
$119K - $122K
|
44.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.51K- 1.55% |
$86.2K - $88.1K
|
224K
$5.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.32K- 5.87% |
$81.5K - $83.3K
|
53.2K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.3K- 20.98% |
$81K - $82.7K
|
12.4K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.67K- 18.14% |
$65.6K - $67K
|
12.1K
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.64K- 25.53% |
$64.7K - $66.1K
|
7.69K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.59K- 1.21% |
$63.6K - $65K
|
212K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.41K- 2.81% |
$59.2K - $60.4K
|
83.4K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.64K- 1.83% |
$40.3K - $41.2K
|
87.9K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.32K- 3.19% |
$32.4K - $33.1K
|
40.1K
$998K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$26.8K - $27.4K
|
42.7K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 81.3% |
$25.8K - $26.4K
|
242
$6.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-777- 3.74% |
$19.1K - $19.5K
|
20K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-621- 17.92% |
$15.2K - $15.6K
|
2.84K
$70.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 18.83% |
$12.3K - $12.6K
|
2.16K
$53.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-352- 28.71% |
$8.64K - $8.82K
|
874
$21.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 81.08% |
$7.36K - $7.52K
|
70
$1.74K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-230- 5.07% |
$5.64K - $5.77K
|
4.31K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-215- 0.19% |
$5.28K - $5.39K
|
110K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-184- 0.85% |
$4.52K - $4.61K
|
21.4K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-130- 0.2% |
$3.19K - $3.26K
|
65.9K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 34.06% |
$3.07K - $3.13K
|
242
$6.02K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 9.22% |
$3.02K - $3.08K
|
1.21K
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-86- 93.48% |
$2.11K - $2.16K
|
6
$149
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 0.2% |
$982 - $1K
|
19.9K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-14- 1.34% |
$344 - $351
|
1.03K
$25.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.08M- 59.95% |
$122M - $126M
|
3.39M
$84.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 17.79% |
$24.4M - $25.2M
|
4.69M
$117M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-984K- 95.98% |
$23.7M - $24.5M
|
41.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-646K- 27.9% |
$15.5M - $16.1M
|
1.67M
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-559K- 99.57% |
$13.4M - $13.9M
|
2.41K
$60K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-333K- 46.25% |
$8.02M - $8.29M
|
387K
$9.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-327K- 23.66% |
$7.88M - $8.14M
|
1.06M
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-229K- 10.75% |
$5.5M - $5.69M
|
1.9M
$47.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-224K- 68.47% |
$5.39M - $5.57M
|
103K
$2.57M
|
|