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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 10.19% |
$590K - $604K
|
258K
$6.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
23.7K+ 2.28% |
$584K - $598K
|
1.06M
$26.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.6K+ 9.04% |
$582K - $595K
|
284K
$7.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
22.7K+ 6.05% |
$560K - $573K
|
398K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
21.6K+ 4.79% |
$532K - $544K
|
472K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.3K+ 4.98% |
$501K - $512K
|
427K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 13.47% |
$488K - $499K
|
166K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$477K - $488K
|
19.3K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 4.22% |
$468K - $479K
|
469K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18K+ 27.27% |
$444K - $455K
|
84K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18KNew |
$444K - $454K
|
18K
$453K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 9.99% |
$430K - $440K
|
192K
$4.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.7K+ 2.69% |
$387K - $396K
|
598K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15KNew |
$370K - $378K
|
15K
$378K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
14.6K+ 56.16% |
$361K - $369K
|
40.7K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 1.89% |
$329K - $336K
|
718K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.5K+ 12.22% |
$307K - $315K
|
114K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 2.51% |
$280K - $287K
|
464K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.2K+ 1.26% |
$275K - $282K
|
894K
$22.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11K+ 10.99% |
$271K - $277K
|
111K
$2.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.4K+ 5.37% |
$256K - $262K
|
203K
$5.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.82K+ 26.79% |
$242K - $248K
|
46.5K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.75K+ 2.85% |
$241K - $246K
|
352K
$8.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.7K+ 8.65% |
$239K - $245K
|
122K
$3.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.68K+ 43.2% |
$239K - $245K
|
32.1K
$810K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.4KNew |
$232K - $237K
|
9.4K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.38KNew |
$231K - $237K
|
9.38K
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.01% |
$226K - $231K
|
92.1K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.05K+ 4.49% |
$223K - $229K
|
211K
$5.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$223K - $228K
|
9.03K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.97KNew |
$221K - $227K
|
8.97K
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.72K+ 36.91% |
$215K - $220K
|
32.4K
$816K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
8.02KNew |
$198K - $202K
|
8.02K
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.7K+ 8.89% |
$190K - $194K
|
94.2K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.1K+ 36.95% |
$175K - $179K
|
26.3K
$664K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
7K+ 2.15% |
$173K - $177K
|
333K
$8.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.41K+ 14.35% |
$158K - $162K
|
51.1K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.37K+ 41.2% |
$157K - $161K
|
21.8K
$551K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.11KNew |
$151K - $154K
|
6.11K
$154K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.04K+ 7.74% |
$124K - $127K
|
70.2K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
4.78K+ 2.77% |
$118K - $121K
|
177K
$4.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.74K+ 11.82% |
$117K - $120K
|
44.8K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 5.7% |
$111K - $114K
|
83.7K
$2.11M
|