Purchases and Sales Made in Q1 2025 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB INTERMEDIATE-TERM US TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63M+ 16.53% |
$63.3M - $65.5M
|
18.6M
$461M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.17M+ 1.0% |
$52.2M - $54M
|
219M
$5.44B
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53M+ 8087.07% |
$36.7M - $37.9M
|
1.54M
$38.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
998K+ 3666.02% |
$24M - $24.8M
|
1.03M
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
754K+ 197.17% |
$18.1M - $18.7M
|
1.14M
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
548K+ 34.48% |
$13.2M - $13.6M
|
2.14M
$53M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
512KNew |
$12.3M - $12.7M
|
512K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
490K+ 22.04% |
$11.8M - $12.2M
|
2.71M
$67.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
490K+ 111.81% |
$11.8M - $12.2M
|
928K
$23M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
451KNew |
$10.8M - $11.2M
|
451K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
432K+ 3.41% |
$10.4M - $10.7M
|
13.1M
$325M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
403K+ 48.52% |
$9.7M - $10M
|
1.24M
$30.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
361KNew |
$8.67M - $8.96M
|
361K
$8.95M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
317K+ 4.08% |
$7.63M - $7.89M
|
8.1M
$201M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
304K+ 57.57% |
$7.31M - $7.55M
|
832K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
297K+ 33.66% |
$7.13M - $7.37M
|
1.18M
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
288KNew |
$6.93M - $7.17M
|
288K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
259K+ 88.51% |
$6.23M - $6.44M
|
551K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
258K+ 79.04% |
$6.2M - $6.41M
|
584K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
252K+ 117.32% |
$6.05M - $6.26M
|
466K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
187KNew |
$4.5M - $4.65M
|
187K
$4.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
183KNew |
$4.4M - $4.55M
|
183K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
181KNew |
$4.34M - $4.49M
|
181K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164K+ 8.14% |
$3.95M - $4.08M
|
2.18M
$54.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
155K+ 10.76% |
$3.74M - $3.86M
|
1.6M
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 1697.2% |
$3.59M - $3.72M
|
158K
$3.93M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
137K+ 75.47% |
$3.29M - $3.4M
|
318K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$2.99M - $3.09M
|
124K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
121K+ 4.67% |
$2.91M - $3.01M
|
2.71M
$67.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
114K+ 3.45% |
$2.74M - $2.84M
|
3.42M
$84.9M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
91.4K+ 9.51% |
$2.2M - $2.27M
|
1.05M
$26.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
91K+ 10.39% |
$2.19M - $2.26M
|
967K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88.2K+ 33940.77% |
$2.12M - $2.19M
|
88.5K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
81.5K+ 6.78% |
$1.96M - $2.03M
|
1.28M
$31.8M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
72K+ 6.17% |
$1.73M - $1.79M
|
1.24M
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.6KNew |
$1.65M - $1.7M
|
68.6K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66.1KNew |
$1.59M - $1.64M
|
66.1K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
63.6KNew |
$1.53M - $1.58M
|
63.6K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.7K+ 17.09% |
$1.48M - $1.53M
|
423K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.9K+ 208.15% |
$1.47M - $1.51M
|
90.2K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
60.7KNew |
$1.46M - $1.51M
|
60.7K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.1KNew |
$1.42M - $1.47M
|
59.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.6K+ 615.76% |
$1.41M - $1.46M
|
68.2K
$1.69M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
57K+ 12.14% |
$1.37M - $1.42M
|
527K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
56.9K+ 23.78% |
$1.37M - $1.41M
|
296K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.7K+ 157.91% |
$1.34M - $1.38M
|
90.9K
$2.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
55K+ 4.95% |
$1.32M - $1.37M
|
1.17M
$29M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
54.2KNew |
$1.3M - $1.35M
|
54.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
52.8K+ 285.71% |
$1.27M - $1.31M
|
71.3K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
52.7K+ 287.66% |
$1.27M - $1.31M
|
71K
$1.76M
|