Purchases and Sales Made in Q3 2025 in Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.23M+ 74.59% |
$30.5M - $31.2M
|
2.89M
$72.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 44.88% |
$27.8M - $28.5M
|
3.64M
$91.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01M+ 57.96% |
$24.9M - $25.5M
|
2.75M
$69.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
423K+ 16032.81% |
$10.4M - $10.7M
|
425K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
354KNew |
$8.74M - $8.94M
|
354K
$8.93M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
347KNew |
$8.57M - $8.77M
|
347K
$8.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
321KNew |
$7.94M - $8.12M
|
321K
$8.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
306K+ 13.07% |
$7.56M - $7.74M
|
2.65M
$66.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
197K+ 6.04% |
$4.85M - $4.97M
|
3.45M
$87.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
186K+ 5.35% |
$4.59M - $4.69M
|
3.66M
$92.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 82.04% |
$4.01M - $4.1M
|
360K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
152K+ 15.0% |
$3.75M - $3.83M
|
1.16M
$29.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
128K+ 25.81% |
$3.16M - $3.24M
|
625K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
101KNew |
$2.49M - $2.55M
|
101K
$2.55M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
95.4K+ 8.12% |
$2.36M - $2.41M
|
1.27M
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
84.4K+ 32.1% |
$2.08M - $2.13M
|
347K
$8.76M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
78K+ 7.35% |
$1.93M - $1.97M
|
1.14M
$28.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
77.1K+ 3.91% |
$1.9M - $1.95M
|
2.05M
$51.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
74.5K+ 28.45% |
$1.84M - $1.88M
|
336K
$8.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.4K+ 12.33% |
$1.52M - $1.55M
|
560K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
56.7KNew |
$1.4M - $1.43M
|
56.7K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.6K+ 2.41% |
$1.35M - $1.38M
|
2.32M
$58.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.1K+ 340.63% |
$1.34M - $1.37M
|
70K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
52K+ 3.69% |
$1.28M - $1.31M
|
1.46M
$36.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
50.6K+ 8.82% |
$1.25M - $1.28M
|
625K
$15.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49.3K+ 22.3% |
$1.22M - $1.25M
|
270K
$6.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
48.7K+ 158.01% |
$1.2M - $1.23M
|
79.4K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
48K+ 511.7% |
$1.19M - $1.21M
|
57.4K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
47.8K+ 2.72% |
$1.18M - $1.21M
|
1.81M
$45.6M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
47.3K+ 4.13% |
$1.17M - $1.2M
|
1.19M
$30.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
46.2KNew |
$1.14M - $1.17M
|
46.2K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
43.9K+ 114.83% |
$1.08M - $1.11M
|
82.1K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
43.4K+ 11.94% |
$1.07M - $1.1M
|
407K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.5KNew |
$1.02M - $1.05M
|
41.5K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
40.7K+ 52.34% |
$1M - $1.03M
|
118K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
37.2K+ 10.01% |
$919K - $940K
|
409K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37KNew |
$915K - $936K
|
37K
$935K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.7K+ 6.32% |
$857K - $877K
|
584K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
33.8K+ 27.18% |
$835K - $854K
|
158K
$3.99M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.7KNew |
$832K - $851K
|
33.7K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
32.3K+ 5.11% |
$797K - $816K
|
664K
$16.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32KNew |
$789K - $807K
|
32K
$806K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.7K+ 162.4% |
$734K - $751K
|
48K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.5K+ 165.19% |
$728K - $744K
|
47.3K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27.3K+ 7.47% |
$675K - $690K
|
393K
$9.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.2K+ 14.61% |
$673K - $688K
|
214K
$5.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
26.6K+ 3.36% |
$656K - $672K
|
817K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25.5K+ 9.24% |
$629K - $644K
|
301K
$7.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.7K+ 27.54% |
$610K - $624K
|
114K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
23.9K+ 12.68% |
$591K - $605K
|
213K
$5.37M
|