Institutional shares held 201 Million
1.2K calls
16.7K puts
Total value of holdings $4.92B
$29K calls
$408K puts
# of Institutions 402


Latest Institutional Activity in SCHR

Top Purchases

Q4 2024
Cornerstone Wealth Advisors, Inc. Shares Held: 3.31M ($80.7M)
Q4 2024
Pacific Sage Partners, LLC Shares Held: 2.59M ($63.3M)
Q4 2024
Resonant Capital Advisors, LLC Shares Held: 2.02M ($49.2M)
Q4 2024
Avidian Wealth Solutions, LLC Shares Held: 2.13M ($52M)
Q4 2024
Crane Advisory, LLC Shares Held: 1.86M ($45.4M)

Top Sells

Q4 2024
Ronald Blue Trust, Inc. Shares Held: 1.46K ($35.5K)
Q4 2024
Focus Financial Network, Inc. Shares Held: 106K ($2.6M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 100K ($2.44M)
Q4 2024
Worth Asset Management, LLC Shares Held: 11K ($269K)
Q4 2024
Bristlecone Advisors, LLC Shares Held: 2.18K ($53.2K)

About SCHR

Track Institutional and Insider Activities on SCHR

Follow SCHWAB INTERMEDIATE-TERM US TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHR shares.

Notify only if

Insider Trading

Get notified when an Schwab Intermediate Term Us Tr insider buys or sells SCHR shares.

Notify only if

News

Receive news related to SCHWAB INTERMEDIATE-TERM US TR

Track Activities on SCHR