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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 2.23% |
$316K - $327K
|
604K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.1K+ 51.51% |
$314K - $325K
|
38.4K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7KNew |
$304K - $315K
|
12.7K
$314K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.7K+ 1.81% |
$304K - $315K
|
711K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
12.6K+ 9.97% |
$303K - $314K
|
139K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 1.07% |
$298K - $308K
|
1.16M
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.3KNew |
$297K - $307K
|
12.3K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
12.2K+ 4.02% |
$293K - $303K
|
316K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$292K - $302K
|
12.1K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 43.04% |
$291K - $301K
|
40.3K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.1KNew |
$291K - $301K
|
12.1K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.5K+ 9.3% |
$276K - $285K
|
135K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.5KNew |
$275K - $285K
|
11.5K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$275K - $284K
|
11.4K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11.3K+ 1.46% |
$271K - $280K
|
783K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 23.19% |
$268K - $277K
|
59.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.1KNew |
$267K - $276K
|
11.1K
$275K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$258K - $267K
|
10.7K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4KNew |
$249K - $258K
|
10.4K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.2K+ 2.31% |
$245K - $254K
|
452K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.98K+ 19.78% |
$240K - $248K
|
60.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.94K+ 24.45% |
$239K - $247K
|
50.6K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.82K+ 31.26% |
$236K - $244K
|
41.2K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.66KNew |
$232K - $240K
|
9.66K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
9.61K+ 5.39% |
$231K - $239K
|
188K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.61KNew |
$231K - $239K
|
9.61K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.33K+ 2.81% |
$224K - $232K
|
342K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
9.33KNew |
$224K - $232K
|
9.33K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
9.16K+ 3.68% |
$220K - $228K
|
258K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.14K+ 14.82% |
$220K - $227K
|
70.9K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.08K+ 4.16% |
$218K - $226K
|
227K
$5.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.93K+ 2.9% |
$215K - $222K
|
317K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.85KNew |
$213K - $220K
|
8.85K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
8.68K+ 29.75% |
$209K - $216K
|
37.9K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.65KNew |
$208K - $215K
|
8.65K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
8.59K+ 24.21% |
$207K - $213K
|
44.1K
$1.09M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.25KNew |
$198K - $205K
|
8.25K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.21KNew |
$197K - $204K
|
8.21K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.15KNew |
$196K - $203K
|
8.15K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.09KNew |
$194K - $201K
|
8.09K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8.05KNew |
$194K - $200K
|
8.05K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$187K - $194K
|
7.8K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.75K+ 3.09% |
$186K - $193K
|
258K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.03K+ 8.31% |
$169K - $175K
|
91.6K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
6.81K+ 2.29% |
$164K - $169K
|
304K
$7.54M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.58K+ 5.45% |
$158K - $164K
|
127K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
6.24K+ 1.07% |
$150K - $155K
|
591K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.12K+ 2.93% |
$147K - $152K
|
215K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.96K+ 3.61% |
$143K - $148K
|
171K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.68K+ 3.12% |
$137K - $141K
|
187K
$4.65M
|