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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-352- 28.71% |
$8.64K - $8.82K
|
874
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 18.83% |
$12.3K - $12.6K
|
2.16K
$53.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-621- 17.92% |
$15.2K - $15.6K
|
2.84K
$70.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-777- 3.74% |
$19.1K - $19.5K
|
20K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-887- 0.95% |
$21.8K - $22.2K
|
92.9K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 81.3% |
$25.8K - $26.4K
|
242
$6.02K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$26.8K - $27.4K
|
42.7K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.32K- 3.19% |
$32.4K - $33.1K
|
40.1K
$998K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.64K- 1.83% |
$40.3K - $41.2K
|
87.9K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.41K- 2.81% |
$59.2K - $60.4K
|
83.4K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.59K- 1.21% |
$63.6K - $65K
|
212K
$5.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.64K- 25.53% |
$64.7K - $66.1K
|
7.69K
$191K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.67K- 18.14% |
$65.6K - $67K
|
12.1K
$300K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.3K- 20.98% |
$81K - $82.7K
|
12.4K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.32K- 5.87% |
$81.5K - $83.3K
|
53.2K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.51K- 1.55% |
$86.2K - $88.1K
|
224K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.59K- 3.4% |
$88.1K - $90K
|
102K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.87K- 9.94% |
$119K - $122K
|
44.1K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.12K- 31.84% |
$126K - $128K
|
11K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.54K- 0.24% |
$136K - $139K
|
2.27M
$56.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.01K- 0.85% |
$148K - $151K
|
705K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7.71K- 19.65% |
$189K - $193K
|
31.5K
$785K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.35K- 1.41% |
$205K - $209K
|
582K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.96K- 4.89% |
$220K - $225K
|
174K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-9.67K- 4.56% |
$237K - $243K
|
202K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 11.69% |
$259K - $264K
|
79.7K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 2.62% |
$269K - $274K
|
407K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-12.9K- 0.73% |
$315K - $322K
|
1.76M
$43.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 36.04% |
$365K - $372K
|
26.4K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 71.05% |
$489K - $500K
|
8.12K
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.9K- 68.14% |
$906K - $925K
|
17.3K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.1K- 66.31% |
$1.08M - $1.11M
|
22.4K
$558K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47.6K- 67.93% |
$1.17M - $1.19M
|
22.5K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.3K- 59.68% |
$1.33M - $1.36M
|
36.7K
$912K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-85.2K- 3.14% |
$2.09M - $2.14M
|
2.63M
$65.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-515K- 59.68% |
$12.6M - $12.9M
|
348K
$8.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-697K- 81.59% |
$17.1M - $17.5M
|
157K
$3.92M
|