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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-2.53K- 0.98% |
$62.4K - $63.8K
|
255K
$6.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.59K- 11.89% |
$64K - $65.5K
|
19.2K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.63K- 4.2% |
$64.9K - $66.4K
|
59.9K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.85K- 99.13% |
$70.4K - $72K
|
25
$629
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.86K- 13.4% |
$70.6K - $72.2K
|
18.5K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.94K- 65.6% |
$72.7K - $74.4K
|
1.54K
$38.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.16K- 10.03% |
$78K - $79.8K
|
28.4K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.37K- 3.83% |
$83.2K - $85.1K
|
84.6K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.38K- 33.17% |
$83.4K - $85.3K
|
6.8K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41K- 25.29% |
$84.2K - $86.2K
|
10.1K
$253K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.52K- 5.97% |
$87K - $89K
|
55.5K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.66K- 34.06% |
$90.4K - $92.5K
|
7.09K
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.28K- 23.23% |
$106K - $108K
|
14.2K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.37K- 6.55% |
$108K - $110K
|
62.4K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.1K- 31.28% |
$126K - $129K
|
11.2K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.22K- 23.26% |
$129K - $132K
|
17.2K
$433K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.28K- 1.56% |
$130K - $133K
|
332K
$8.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.51K- 2.59% |
$136K - $139K
|
207K
$5.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6.82K- 3.29% |
$168K - $172K
|
200K
$5.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-7.41K- 21.06% |
$183K - $187K
|
27.8K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.65K- 45.57% |
$189K - $193K
|
9.14K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-8.37K- 28.51% |
$207K - $211K
|
21K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.41K- 1.58% |
$208K - $213K
|
524K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.93K- 16.48% |
$245K - $251K
|
50.3K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 24.11% |
$267K - $273K
|
34K
$855K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 25.68% |
$271K - $277K
|
31.7K
$798K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-11K- 6.7% |
$271K - $277K
|
153K
$3.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.7K- 0.99% |
$289K - $296K
|
1.17M
$29.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-11.9K- 6.7% |
$294K - $300K
|
166K
$4.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-12.2K- 18.49% |
$301K - $308K
|
53.8K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 24.18% |
$476K - $487K
|
60.4K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.9K- 31.2% |
$517K - $529K
|
46.2K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-35.4K- 27.87% |
$875K - $895K
|
91.7K
$2.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-36.1K- 21.34% |
$891K - $912K
|
133K
$3.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 10.99% |
$929K - $950K
|
305K
$7.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.4K- 39.94% |
$948K - $969K
|
57.7K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.1K- 18.55% |
$1.19M - $1.22M
|
211K
$5.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-54.1K- 64.01% |
$1.34M - $1.37M
|
30.4K
$765K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59.6K- 34.22% |
$1.47M - $1.51M
|
115K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-68.2K- 5.64% |
$1.68M - $1.72M
|
1.14M
$28.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-95.4K- 27.39% |
$2.35M - $2.41M
|
253K
$6.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.2K- 63.03% |
$2.45M - $2.51M
|
58.2K
$1.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-112K- 16.1% |
$2.76M - $2.83M
|
583K
$14.7M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-263K- 44.83% |
$6.5M - $6.65M
|
324K
$8.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.46M- 90.98% |
$36M - $36.9M
|
145K
$3.64M
|