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 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 5.7% |
$111K - $114K
|
83.7K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$108K - $110K
|
44.7K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.16K+ 2.82% |
$103K - $105K
|
152K
$3.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.67K+ 5.01% |
$90.6K - $92.7K
|
77K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 40.39% |
$90K - $92.1K
|
12.7K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.21K+ 5.24% |
$79.2K - $81K
|
64.4K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.15K+ 3.77% |
$77.7K - $79.5K
|
86.6K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$72.9K - $74.6K
|
2.95K
$74.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.88K+ 0.45% |
$71K - $72.6K
|
635K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$68.6K - $70.1K
|
107K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.72KNew |
$67.1K - $68.7K
|
2.72K
$68.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.7K+ 10.26% |
$66.7K - $68.2K
|
29K
$730K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.59K+ 0.61% |
$64K - $65.5K
|
428K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.75% |
$61.4K - $62.8K
|
92.9K
$2.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.82K+ 16.66% |
$45K - $46K
|
12.8K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.6KNew |
$39.5K - $40.4K
|
1.6K
$40.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 3.43% |
$38K - $38.9K
|
46.4K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.48K+ 13.65% |
$36.4K - $37.3K
|
12.3K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.4K+ 8.12% |
$34.6K - $35.4K
|
18.7K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 2.91% |
$34K - $34.8K
|
48.7K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.27K+ 3.14% |
$31.5K - $32.2K
|
41.9K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.12K+ 51.26% |
$27.7K - $28.3K
|
3.31K
$83.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.46% |
$25.3K - $25.9K
|
224K
$5.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.01K+ 0.89% |
$24.8K - $25.4K
|
114K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
924+ 19.33% |
$22.8K - $23.3K
|
5.7K
$143K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
911+ 4.66% |
$22.5K - $23K
|
20.5K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
811New |
$20K - $20.5K
|
811
$20.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
751+ 2.45% |
$18.5K - $19K
|
31.3K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
725+ 0.55% |
$17.9K - $18.3K
|
132K
$3.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
678+ 5.14% |
$16.7K - $17.1K
|
13.9K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
667+ 8.01% |
$16.5K - $16.8K
|
9K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
646+ 7.34% |
$15.9K - $16.3K
|
9.45K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
631New |
$15.6K - $15.9K
|
631
$15.9K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
591+ 4.9% |
$14.6K - $14.9K
|
12.7K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
545New |
$13.5K - $13.8K
|
545
$13.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
470New |
$11.6K - $11.9K
|
470
$11.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
417+ 0.92% |
$10.3K - $10.5K
|
45.9K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
382+ 323.73% |
$9.43K - $9.65K
|
500
$12.6K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
345+ 0.73% |
$8.52K - $8.71K
|
47.5K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
340+ 4.19% |
$8.39K - $8.59K
|
8.46K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 13.52% |
$7.21K - $7.38K
|
2.45K
$61.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
191+ 0.97% |
$4.72K - $4.82K
|
19.8K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
186New |
$4.59K - $4.7K
|
186
$4.68K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
168+ 1.44% |
$4.15K - $4.24K
|
11.8K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142+ 16.25% |
$3.51K - $3.59K
|
1.02K
$25.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127+ 0.96% |
$3.14K - $3.21K
|
13.4K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
124+ 7.34% |
$3.06K - $3.13K
|
1.81K
$45.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
116+ 227.45% |
$2.86K - $2.93K
|
167
$4.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 0.97% |
$2.67K - $2.73K
|
11.2K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
108+ 0.72% |
$2.67K - $2.73K
|
15.1K
$379K
|