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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-263K- 44.83% |
$6.5M - $6.65M
|
324K
$8.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-112K- 16.1% |
$2.76M - $2.83M
|
583K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.2K- 63.03% |
$2.45M - $2.51M
|
58.2K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-95.4K- 27.39% |
$2.35M - $2.41M
|
253K
$6.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59.6K- 34.22% |
$1.47M - $1.51M
|
115K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-54.1K- 64.01% |
$1.34M - $1.37M
|
30.4K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.1K- 18.55% |
$1.19M - $1.22M
|
211K
$5.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.4K- 39.94% |
$948K - $969K
|
57.7K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-36.1K- 21.34% |
$891K - $912K
|
133K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.9K- 31.2% |
$517K - $529K
|
46.2K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 24.18% |
$476K - $487K
|
60.4K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-12.2K- 18.49% |
$301K - $308K
|
53.8K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.7K- 0.99% |
$289K - $296K
|
1.17M
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 25.68% |
$271K - $277K
|
31.7K
$800K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.41K- 1.58% |
$208K - $213K
|
524K
$13.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-7.41K- 21.06% |
$183K - $187K
|
27.8K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.51K- 2.59% |
$136K - $139K
|
207K
$5.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.28K- 1.56% |
$130K - $133K
|
332K
$8.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.1K- 31.28% |
$126K - $129K
|
11.2K
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.28K- 23.23% |
$106K - $108K
|
14.2K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.66K- 34.06% |
$90.4K - $92.5K
|
7.09K
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.16K- 10.03% |
$78K - $79.8K
|
28.4K
$716K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.86K- 13.4% |
$70.6K - $72.2K
|
18.5K
$466K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.85K- 99.13% |
$70.4K - $72K
|
25
$631
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.63K- 4.2% |
$64.9K - $66.4K
|
59.9K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.52K- 32.8% |
$62.3K - $63.7K
|
5.17K
$130K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 1.11% |
$61.2K - $62.6K
|
221K
$5.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.44K- 2.29% |
$60.3K - $61.7K
|
104K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.69K- 15.4% |
$41.7K - $42.6K
|
9.27K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.5K- 1.71% |
$37.1K - $38K
|
86.4K
$2.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 7.28% |
$33.5K - $34.3K
|
17.3K
$436K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 2.05% |
$24.7K - $25.3K
|
47.9K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-766- 3.58% |
$18.9K - $19.3K
|
20.7K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-670- 6.56% |
$16.5K - $16.9K
|
9.55K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-574- 2.88% |
$14.2K - $14.5K
|
19.4K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-558- 2.15% |
$13.8K - $14.1K
|
25.4K
$641K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-539- 2.29% |
$13.3K - $13.6K
|
23K
$581K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-437- 2.96% |
$10.8K - $11K
|
14.4K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-331- 0.67% |
$8.17K - $8.36K
|
48.9K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-209- 0.1% |
$5.16K - $5.28K
|
212K
$5.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-130- 0.77% |
$3.21K - $3.28K
|
16.8K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 3.43% |
$1.65K - $1.69K
|
1.89K
$47.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 0.03% |
$691 - $707
|
110K
$2.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 2.95% |
$642 - $657
|
855
$21.6K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-875K- 6.68% |
$21.5M - $21.9M
|
12.2M
$309M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-463K- 27.72% |
$11.4M - $11.6M
|
1.21M
$30.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-225K- 70.78% |
$5.51M - $5.63M
|
92.8K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 7.49% |
$4.99M - $5.09M
|
2.51M
$63.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-150K- 80.43% |
$3.69M - $3.77M
|
36.6K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88.6K- 1.09% |
$2.17M - $2.22M
|
8.01M
$202M
|
|