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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 6.57% |
$134K - $138K
|
90.2K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.48K+ 5.22% |
$132K - $136K
|
110K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.12K+ 128000.0% |
$123K - $127K
|
5.12K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.06K+ 5.34% |
$122K - $126K
|
99.7K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.84KNew |
$116K - $120K
|
4.84K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.74K+ 1.32% |
$114K - $118K
|
364K
$9.03M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72K+ 5.9% |
$113K - $117K
|
84.7K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.63K+ 22.16% |
$111K - $115K
|
25.5K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.52K+ 757.12% |
$109K - $112K
|
5.12K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.31K+ 1.21% |
$104K - $107K
|
361K
$8.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.3KNew |
$103K - $107K
|
4.3K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.1K+ 54.43% |
$98.7K - $102K
|
11.6K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.82K+ 9.95% |
$91.8K - $94.8K
|
42.1K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.74KNew |
$89.9K - $92.9K
|
3.74K
$92.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 39.79% |
$88.6K - $91.6K
|
12.9K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.43K+ 2.54% |
$82.5K - $85.2K
|
138K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.2K+ 65.82% |
$76.8K - $79.4K
|
8.05K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.19K+ 7.21% |
$76.8K - $79.4K
|
47.4K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
3.19K+ 2.96% |
$76.6K - $79.2K
|
111K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.03K+ 84.41% |
$72.9K - $75.4K
|
6.62K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 54.23% |
$71.8K - $74.2K
|
8.49K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 3.11% |
$68K - $70.3K
|
93.8K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.73K+ 9.35% |
$65.6K - $67.8K
|
31.9K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.68K+ 4.4% |
$64.4K - $66.6K
|
63.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 3.73% |
$61.3K - $63.4K
|
70.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.38K+ 2.67% |
$57.3K - $59.2K
|
91.5K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 10.29% |
$56.7K - $58.6K
|
25.3K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.28K+ 9.46% |
$54.7K - $56.6K
|
26.3K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.27K+ 433.97% |
$54.7K - $56.5K
|
2.8K
$69.4K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 6.68% |
$51.3K - $53K
|
34K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.08K+ 11.03% |
$50K - $51.7K
|
20.9K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 232.5% |
$44.7K - $46.2K
|
2.66K
$66K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79K+ 3093.1% |
$43.1K - $44.6K
|
1.85K
$45.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.72K+ 4.94% |
$41.3K - $42.7K
|
36.5K
$906K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.69KNew |
$40.6K - $42K
|
1.69K
$41.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$38.8K - $40.1K
|
1.61K
$40K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.59K+ 6.73% |
$38.2K - $39.5K
|
25.2K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.41K+ 16.13% |
$34K - $35.1K
|
10.2K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.36K+ 8481.25% |
$32.6K - $33.7K
|
1.37K
$34.1K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.32K+ 231.58% |
$31.7K - $32.8K
|
1.89K
$46.9K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.26K+ 8.07% |
$30.4K - $31.4K
|
16.9K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 3.09% |
$29.8K - $30.9K
|
41.4K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.05K+ 9.56% |
$25.3K - $26.2K
|
12.1K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
945+ 5.12% |
$22.7K - $23.5K
|
19.4K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
896+ 54.9% |
$21.5K - $22.3K
|
2.53K
$62.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
866+ 9.06% |
$20.8K - $21.5K
|
10.4K
$259K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
831+ 0.89% |
$20K - $20.7K
|
94.7K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
811+ 0.64% |
$19.5K - $20.2K
|
127K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
696New |
$16.7K - $17.3K
|
696
$17.3K
|