Purchases and Sales Made in Q2 2025 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
4.27K+ 1.66% |
$105K - $107K
|
262K
$6.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.24K+ 35.13% |
$104K - $106K
|
16.3K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 21.31% |
$80.3K - $82.1K
|
18.6K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.19K+ 10.13% |
$78.3K - $80K
|
34.7K
$863K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.94K+ 24.84% |
$72.2K - $73.8K
|
14.8K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.75K+ 7.25% |
$67.4K - $68.8K
|
40.6K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.59KNew |
$63.5K - $64.9K
|
2.59K
$64.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.51K+ 5.95% |
$61.5K - $62.8K
|
44.6K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.17K+ 1.28% |
$53.3K - $54.5K
|
172K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$43.1K - $44.1K
|
1.76K
$43.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 4.69% |
$42K - $42.9K
|
38.2K
$951K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.46KNew |
$35.9K - $36.7K
|
1.46K
$36.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.41K+ 2.37% |
$34.7K - $35.4K
|
61.2K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$30.8K - $31.5K
|
88.6K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1.21K+ 1.2% |
$29.7K - $30.3K
|
102K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
903+ 0.87% |
$22.2K - $22.6K
|
104K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
600+ 7.45% |
$14.7K - $15K
|
8.65K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
593+ 8.95% |
$14.6K - $14.9K
|
7.22K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
587+ 1.31% |
$14.4K - $14.7K
|
45.5K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
506New |
$12.4K - $12.7K
|
506
$12.6K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400+ 4.11% |
$9.82K - $10K
|
10.1K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
392+ 0.27% |
$9.62K - $9.83K
|
148K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
370+ 1.93% |
$9.08K - $9.28K
|
19.6K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
302+ 0.34% |
$7.41K - $7.57K
|
90.4K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
220+ 2.71% |
$5.4K - $5.52K
|
8.34K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
217+ 0.58% |
$5.33K - $5.44K
|
37.4K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
190+ 0.98% |
$4.66K - $4.76K
|
19.6K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118New |
$2.9K - $2.96K
|
118
$2.94K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
114+ 0.87% |
$2.8K - $2.86K
|
13.2K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
107+ 0.97% |
$2.63K - $2.68K
|
11.1K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
89+ 0.95% |
$2.18K - $2.23K
|
9.42K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$1.87K - $1.91K
|
76
$1.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
70+ 0.85% |
$1.72K - $1.75K
|
8.33K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51New |
$1.25K - $1.28K
|
51
$1.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 5.13% |
$1.06K - $1.08K
|
881
$21.9K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36+ 0.09% |
$883 - $903
|
40.3K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
26+ 0.14% |
$638 - $652
|
18.4K
$459K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18+ 0.08% |
$442 - $451
|
21.2K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.93% |
$393 - $401
|
1.73K
$43.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
5+ 2.16% |
$123 - $125
|
236
$5.87K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-14- 1.34% |
$344 - $351
|
1.03K
$25.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 0.2% |
$982 - $1K
|
19.9K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-86- 93.48% |
$2.11K - $2.16K
|
6
$149
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 9.22% |
$3.02K - $3.08K
|
1.21K
$30.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 34.06% |
$3.07K - $3.13K
|
242
$6.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-130- 0.2% |
$3.19K - $3.26K
|
65.9K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-184- 0.85% |
$4.52K - $4.61K
|
21.4K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-215- 0.19% |
$5.28K - $5.39K
|
110K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-230- 5.07% |
$5.64K - $5.77K
|
4.31K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 81.08% |
$7.36K - $7.52K
|
70
$1.74K
|