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 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$337 - $348
|
14
$347
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
11+ 0.65% |
$265 - $273
|
1.72K
$42.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 10.42% |
$241 - $249
|
106
$2.63K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9+ 0.26% |
$216 - $224
|
3.47K
$86K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7+ 0.05% |
$168 - $174
|
13.2K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 6.98% |
$144 - $149
|
92
$2.28K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 2.23% |
$120 - $124
|
229
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.6% |
$120 - $124
|
838
$20.8K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.58% |
$72.2 - $74.6
|
521
$12.9K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2+ 0.02% |
$48.1 - $49.7
|
10.1K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.08% |
$48.1 - $49.7
|
2.64K
$65.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-24- 1.82% |
$577 - $597
|
1.29K
$32.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-30- 0.14% |
$722 - $746
|
21.2K
$525K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-36- 15.38% |
$866 - $895
|
198
$4.91K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-40- 21.74% |
$962 - $994
|
144
$3.57K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.19% |
$986 - $1.02K
|
21.8K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-58- 1.33% |
$1.39K - $1.44K
|
4.3K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-59- 0.13% |
$1.42K - $1.47K
|
45.3K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-93- 0.51% |
$2.24K - $2.31K
|
18K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 3.65% |
$2.45K - $2.54K
|
2.7K
$66.9K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-126- 21.21% |
$3.03K - $3.13K
|
468
$11.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.28K
|
9.19K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 0.71% |
$4.18K - $4.33K
|
24.3K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-209- 1.4% |
$5.03K - $5.2K
|
14.7K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-210- 14.42% |
$5.05K - $5.22K
|
1.25K
$30.9K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-214- 0.98% |
$5.15K - $5.32K
|
21.7K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-234- 0.35% |
$5.63K - $5.82K
|
66.5K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-237- 2.81% |
$5.7K - $5.89K
|
8.2K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-254- 2.4% |
$6.11K - $6.31K
|
10.3K
$256K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-262- 0.39% |
$6.3K - $6.51K
|
67.2K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-268- 2.21% |
$6.45K - $6.66K
|
11.8K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-278- 0.52% |
$6.69K - $6.91K
|
52.7K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-366- 0.9% |
$8.8K - $9.1K
|
40.2K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-378- 2.79% |
$9.09K - $9.4K
|
13.2K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 12.21% |
$9.62K - $9.94K
|
2.88K
$71.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-410- 1.86% |
$9.86K - $10.2K
|
21.6K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-501- 0.36% |
$12K - $12.5K
|
139K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-536- 2.83% |
$12.9K - $13.3K
|
18.4K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-539- 1.19% |
$13K - $13.4K
|
44.9K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-615- 21.24% |
$14.8K - $15.3K
|
2.28K
$56.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-631- 3.72% |
$15.2K - $15.7K
|
16.3K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-649- 2.08% |
$15.6K - $16.1K
|
30.5K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-707- 13.94% |
$17K - $17.6K
|
4.36K
$108K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 7.43% |
$18.4K - $19K
|
9.51K
$236K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-888- 5.49% |
$21.4K - $22.1K
|
15.3K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-889- 0.86% |
$21.4K - $22.1K
|
103K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-901- 9.83% |
$21.7K - $22.4K
|
8.26K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-957- 4.72% |
$23K - $23.8K
|
19.3K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-971- 3.72% |
$23.4K - $24.1K
|
25.1K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 7.16% |
$28.5K - $29.5K
|
15.4K
$381K
|