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 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.25K- 5.67% |
$30K - $31K
|
20.8K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.3K- 7.4% |
$31.1K - $32.2K
|
16.2K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.35K- 1.55% |
$32.5K - $33.6K
|
85.8K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.36K- 9.76% |
$32.7K - $33.8K
|
12.6K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 17.18% |
$37K - $38.2K
|
7.41K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.07K- 4.65% |
$49.7K - $51.4K
|
42.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.08K- 17.22% |
$50K - $51.6K
|
9.98K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 10.87% |
$50.2K - $51.9K
|
17.1K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.18K- 9.3% |
$52.4K - $54.2K
|
21.3K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.39K- 3.45% |
$57.5K - $59.4K
|
66.9K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.48K- 2.4% |
$59.6K - $61.6K
|
101K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 39.74% |
$67.2K - $69.5K
|
4.24K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.84K- 4.1% |
$68.4K - $70.7K
|
66.5K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.08K- 24.03% |
$74.1K - $76.6K
|
9.74K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.17K- 0.94% |
$76.3K - $78.9K
|
335K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-3.23K- 3.48% |
$77.6K - $80.2K
|
89.6K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.31K- 3.99% |
$79.6K - $82.3K
|
79.6K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.42K- 2.41% |
$82.3K - $85K
|
139K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.45K- 7.29% |
$82.9K - $85.6K
|
43.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-3.58K- 4.21% |
$86K - $88.9K
|
81.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.69K- 71.9% |
$88.8K - $91.8K
|
1.44K
$35.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.78K- 6.26% |
$90.8K - $93.8K
|
56.5K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.86K- 8.95% |
$92.8K - $95.9K
|
39.2K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.04K- 30.98% |
$97.3K - $101K
|
9.01K
$224K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-4.34K- 2.49% |
$104K - $108K
|
170K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 3.25% |
$105K - $108K
|
130K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-4.48K- 11.3% |
$108K - $111K
|
35.2K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.57K- 4.57% |
$110K - $114K
|
95.4K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-4.73K- 0.93% |
$114K - $118K
|
505K
$12.5M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.92K- 1.37% |
$118K - $122K
|
355K
$8.81M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5K- 28.88% |
$120K - $124K
|
12.3K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.02K- 18.88% |
$121K - $125K
|
21.6K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.5K- 5.44% |
$132K - $137K
|
95.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.4K- 16.82% |
$154K - $159K
|
31.6K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.5K- 1.02% |
$156K - $162K
|
632K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6.54K- 84.26% |
$157K - $163K
|
1.22K
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6.87K- 3.36% |
$165K - $171K
|
197K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.9K- 2.17% |
$166K - $171K
|
311K
$7.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.03K- 3.14% |
$193K - $200K
|
248K
$6.15M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.13K- 18.93% |
$196K - $202K
|
34.8K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8.34K- 13.21% |
$201K - $207K
|
54.8K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.37K- 31.56% |
$201K - $208K
|
18.1K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-8.69K- 6.38% |
$209K - $216K
|
128K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.1K- 37.73% |
$242K - $250K
|
16.6K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.1K- 17.15% |
$244K - $252K
|
48.9K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 8.27% |
$245K - $253K
|
113K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13K- 0.97% |
$313K - $323K
|
1.33M
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16K- 11.65% |
$384K - $397K
|
121K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.3K- 44.05% |
$392K - $405K
|
20.7K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.3K- 15.31% |
$392K - $405K
|
90.1K
$2.23M
|