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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-875K- 6.68% |
$21.5M - $21.9M
|
12.2M
$305M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-697K- 81.59% |
$17.1M - $17.5M
|
157K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-515K- 59.68% |
$12.6M - $12.9M
|
348K
$8.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-463K- 27.72% |
$11.4M - $11.6M
|
1.21M
$30.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-225K- 70.78% |
$5.51M - $5.63M
|
92.8K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 7.49% |
$4.99M - $5.09M
|
2.51M
$62.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-150K- 80.43% |
$3.69M - $3.77M
|
36.6K
$913K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-147K- 11.03% |
$3.61M - $3.68M
|
1.19M
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88.6K- 1.09% |
$2.17M - $2.22M
|
8.01M
$200M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88.4K- 99.86% |
$2.17M - $2.22M
|
127
$3.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-85.2K- 3.14% |
$2.09M - $2.14M
|
2.63M
$65.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-67.8K- 5.28% |
$1.66M - $1.7M
|
1.22M
$30.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67K- 5.95% |
$1.64M - $1.68M
|
1.06M
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-60.8K- 38.75% |
$1.49M - $1.52M
|
96.1K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-60.8K- 64.2% |
$1.49M - $1.52M
|
33.9K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-58.7K- 86.07% |
$1.44M - $1.47M
|
9.49K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-54.6K- 76.56% |
$1.34M - $1.37M
|
16.7K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.3K- 59.68% |
$1.33M - $1.36M
|
36.7K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.1K- 5.83% |
$1.33M - $1.36M
|
874K
$21.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-52K- 63.91% |
$1.28M - $1.3M
|
29.3K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-51.7K- 15.43% |
$1.27M - $1.3M
|
283K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-48.3K- 4.57% |
$1.19M - $1.21M
|
1.01M
$25.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47.6K- 67.93% |
$1.17M - $1.19M
|
22.5K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-44.4K- 3.77% |
$1.09M - $1.11M
|
1.13M
$28.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.1K- 66.31% |
$1.08M - $1.11M
|
22.4K
$559K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.9K- 68.14% |
$906K - $925K
|
17.3K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-34K- 48.23% |
$834K - $852K
|
36.5K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-33K- 33.09% |
$810K - $827K
|
66.7K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.5K- 10.64% |
$773K - $789K
|
264K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.1K- 19.63% |
$762K - $779K
|
127K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29K- 28.05% |
$711K - $726K
|
74.3K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 25.89% |
$596K - $609K
|
69.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-22.4K- 7.92% |
$550K - $562K
|
261K
$6.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 71.05% |
$489K - $500K
|
8.12K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.7K- 0.98% |
$386K - $394K
|
1.58M
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 6.22% |
$384K - $393K
|
236K
$5.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 6.31% |
$384K - $392K
|
232K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.4K- 11.4% |
$377K - $385K
|
119K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 36.04% |
$365K - $372K
|
26.4K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-12.9K- 0.73% |
$315K - $322K
|
1.76M
$43.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.2K- 2.69% |
$299K - $306K
|
440K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 2.62% |
$269K - $274K
|
407K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 11.69% |
$259K - $264K
|
79.7K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.71K- 19.2% |
$238K - $244K
|
40.9K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-9.67K- 4.56% |
$237K - $243K
|
202K
$5.05M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.96K- 6.52% |
$195K - $199K
|
114K
$2.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7.75K- 5.57% |
$190K - $194K
|
131K
$3.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7.71K- 19.65% |
$189K - $193K
|
31.5K
$786K
|