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 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
678New |
$16.3K - $16.9K
|
678
$16.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
642+ 4.26% |
$15.4K - $16K
|
15.7K
$390K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
624+ 0.91% |
$15K - $15.5K
|
69.5K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
608+ 0.59% |
$14.6K - $15.1K
|
103K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
533+ 5.15% |
$12.8K - $13.3K
|
10.9K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
487+ 2.6% |
$11.7K - $12.1K
|
19.2K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
460+ 5.51% |
$11.1K - $11.4K
|
8.82K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
449+ 1.45% |
$10.8K - $11.2K
|
31.5K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
448+ 4.02% |
$10.8K - $11.1K
|
11.6K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
447+ 1.09% |
$10.8K - $11.1K
|
41.6K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
436+ 3.53% |
$10.5K - $10.8K
|
12.8K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
375+ 6.94% |
$9.02K - $9.32K
|
5.78K
$143K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
342+ 1221.43% |
$8.23K - $8.5K
|
370
$9.18K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
329+ 3.91% |
$7.91K - $8.18K
|
8.75K
$217K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
302+ 2.72% |
$7.26K - $7.51K
|
11.4K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
296+ 0.5% |
$7.12K - $7.36K
|
59.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
290+ 0.61% |
$6.97K - $7.21K
|
47.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 3.31% |
$6.85K - $7.09K
|
8.89K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
284New |
$6.83K - $7.06K
|
284
$7.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
281+ 0.66% |
$6.76K - $6.99K
|
43K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
279+ 0.12% |
$6.71K - $6.94K
|
226K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
266+ 4433.33% |
$6.4K - $6.61K
|
272
$6.75K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
255+ 0.65% |
$6.13K - $6.34K
|
39.5K
$980K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
208+ 0.46% |
$5K - $5.17K
|
45.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
187New |
$4.5K - $4.65K
|
187
$4.64K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
184New |
$4.43K - $4.57K
|
184
$4.57K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
177+ 0.97% |
$4.26K - $4.4K
|
18.4K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
170New |
$4.09K - $4.23K
|
170
$4.22K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
160+ 15.01% |
$3.85K - $3.98K
|
1.23K
$30.4K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
154+ 7.06% |
$3.7K - $3.83K
|
2.33K
$57.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 0.4% |
$3.56K - $3.68K
|
37.2K
$922K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
141+ 0.71% |
$3.39K - $3.51K
|
20K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131+ 1.5% |
$3.15K - $3.26K
|
8.86K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
124+ 0.2% |
$2.98K - $3.08K
|
63.1K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112New |
$2.69K - $2.78K
|
112
$2.78K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$2.5K - $2.59K
|
104
$2.58K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 24.63% |
$2.41K - $2.49K
|
506
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97+ 8.5% |
$2.33K - $2.41K
|
1.24K
$30.7K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
94+ 0.56% |
$2.26K - $2.34K
|
17K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 1.36% |
$2.16K - $2.24K
|
6.71K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$1.88K - $1.94K
|
78
$1.94K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$1.83K - $1.89K
|
76
$1.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.68% |
$1.78K - $1.84K
|
11K
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
73+ 0.49% |
$1.76K - $1.81K
|
14.9K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
67+ 68.37% |
$1.61K - $1.67K
|
165
$4.09K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
47+ 4.73% |
$1.13K - $1.17K
|
1.04K
$25.8K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40+ 0.19% |
$962 - $994
|
21.3K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 1.15% |
$938 - $970
|
3.44K
$85.4K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$866 - $895
|
36
$893
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.16% |
$697 - $721
|
18.4K
$457K
|