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 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.4K- 60.27% |
$393K - $406K
|
10.8K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.7K- 56.34% |
$426K - $440K
|
13.7K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-18K- 2.79% |
$433K - $447K
|
626K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-18.7K- 8.18% |
$449K - $464K
|
210K
$5.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.8K- 21.07% |
$452K - $468K
|
70.5K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.3KClosed |
$463K - $479K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 19.69% |
$553K - $572K
|
93.9K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23.5K- 58.98% |
$566K - $585K
|
16.4K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25.2K- 1.55% |
$606K - $626K
|
1.6M
$39.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-26.3K- 27.31% |
$633K - $654K
|
70K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-27.7K- 27.24% |
$667K - $689K
|
74.1K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-36.4K- 14.64% |
$875K - $904K
|
212K
$5.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-38.9K- 5.58% |
$935K - $967K
|
659K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43.4K- 41.06% |
$1.04M - $1.08M
|
62.2K
$1.54M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-45.2K- 19.95% |
$1.09M - $1.12M
|
181K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50.8K- 73.08% |
$1.22M - $1.26M
|
18.7K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.7K- 7.99% |
$1.92M - $1.98M
|
918K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84.8KClosed |
$2.04M - $2.11M
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-87K- 86.94% |
$2.09M - $2.16M
|
13.1K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-88.3K- 4.75% |
$2.12M - $2.2M
|
1.77M
$44M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-92.3K- 84.94% |
$2.22M - $2.3M
|
16.4K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-93.3K- 73.29% |
$2.24M - $2.32M
|
34K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-93.8K- 26.49% |
$2.25M - $2.33M
|
260K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-99.8K- 8.14% |
$2.4M - $2.48M
|
1.13M
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-101K- 39.26% |
$2.44M - $2.52M
|
157K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-126K- 33.34% |
$3.03M - $3.13M
|
252K
$6.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-142K- 29.35% |
$3.41M - $3.52M
|
341K
$8.47M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-174K- 16.95% |
$4.2M - $4.34M
|
855K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-175K- 16.82% |
$4.2M - $4.34M
|
863K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-224K- 68.47% |
$5.39M - $5.57M
|
103K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-229K- 10.75% |
$5.5M - $5.69M
|
1.9M
$47.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-327K- 23.66% |
$7.88M - $8.14M
|
1.06M
$26.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-333K- 46.25% |
$8.02M - $8.29M
|
387K
$9.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-430K- 83.11% |
$10.3M - $10.7M
|
87.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-559K- 99.57% |
$13.4M - $13.9M
|
2.41K
$59.8K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-646K- 27.9% |
$15.5M - $16.1M
|
1.67M
$41.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-984K- 95.98% |
$23.7M - $24.5M
|
41.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 17.79% |
$24.4M - $25.2M
|
4.69M
$116M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05M- 31.7% |
$25.3M - $26.2M
|
2.27M
$56.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.08M- 59.95% |
$122M - $126M
|
3.39M
$84.2M
|