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 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
47.7K+ 6.23% |
$1.15M - $1.18M
|
812K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
47.1K+ 22.31% |
$1.13M - $1.17M
|
258K
$6.41M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45KNew |
$1.08M - $1.12M
|
45K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43K+ 5.36% |
$1.03M - $1.07M
|
846K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.3K+ 4.28% |
$1.02M - $1.05M
|
1.03M
$25.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
42.2K+ 25.75% |
$1.02M - $1.05M
|
206K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.3K+ 439.42% |
$994K - $1.03M
|
50.7K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.4K+ 16.62% |
$971K - $1M
|
283K
$7.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
40K+ 37.22% |
$961K - $994K
|
147K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
39.7K+ 14.66% |
$954K - $986K
|
310K
$7.7M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $959K
|
1.47M
$36.4M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
37.5K+ 61.76% |
$901K - $931K
|
98.1K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
37K+ 17.98% |
$890K - $920K
|
243K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
36.4K+ 13.32% |
$875K - $905K
|
310K
$7.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.4K+ 7.67% |
$852K - $881K
|
497K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 23.44% |
$787K - $813K
|
172K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.3K+ 8.85% |
$777K - $803K
|
397K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31.2K+ 88.75% |
$750K - $775K
|
66.3K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
29.3KNew |
$705K - $729K
|
29.3K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
27K+ 6.89% |
$648K - $670K
|
418K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 17.38% |
$564K - $583K
|
158K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23.2K+ 28.12% |
$557K - $576K
|
106K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.4K+ 7.56% |
$538K - $556K
|
318K
$7.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.6K+ 48.0% |
$521K - $538K
|
66.7K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
21.3K+ 9.08% |
$512K - $529K
|
256K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
21K+ 9.45% |
$505K - $522K
|
243K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.3KNew |
$487K - $504K
|
20.3K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$456K - $471K
|
19K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
18.9K+ 1.94% |
$455K - $471K
|
997K
$24.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.8KNew |
$452K - $467K
|
18.8K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.2K+ 7.91% |
$438K - $453K
|
248K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
18K+ 72.81% |
$433K - $447K
|
42.7K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17.9K+ 360.85% |
$431K - $445K
|
22.9K
$567K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
17.6K+ 26.27% |
$423K - $437K
|
84.5K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$413K - $427K
|
17.2K
$426K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
17K+ 1.63% |
$409K - $422K
|
1.06M
$26.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$397K - $411K
|
16.5K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$387K - $400K
|
16.1K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.1KNew |
$386K - $399K
|
16.1K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.1K+ 3.82% |
$364K - $376K
|
411K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.9K+ 21.43% |
$358K - $370K
|
84.4K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$358K - $370K
|
14.9K
$369K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.7KNew |
$355K - $367K
|
14.7K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14K+ 99.12% |
$336K - $347K
|
28K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.9K+ 1.6% |
$333K - $345K
|
880K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13.8K+ 250.54% |
$333K - $344K
|
19.4K
$481K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.7K+ 7.78% |
$329K - $340K
|
189K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5K+ 101.38% |
$325K - $336K
|
26.9K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.2K+ 43.56% |
$317K - $328K
|
43.5K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 9.03% |
$317K - $328K
|
159K
$3.95M
|