Purchases and Sales Made in Q4 2025 in Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR) during Q4 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
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

BUY
 -
1.28M
+ 46.56%
$32M - $32.4M
4.03M $101M
Jan 14, 2026 Q4 2025
Crane Advisory, LLC

Fullerton, CA
BUY
 -
976K
+ 54.04%
$24.4M - $24.7M
2.78M $69.9M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
361K
+ 15.54%
$9.02M - $9.14M
2.68M $67.3M
Jan 16, 2026 Q4 2025
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
250K
+ 8.56%
$6.27M - $6.34M
3.17M $79.7M
Jan 15, 2026 Q4 2025
Dock Street Asset Management Inc

BUY
 -
245K
New
$6.14M - $6.21M
245K $6.16M
Jan 14, 2026 Q4 2025
Moisand Fitzgerald Tamayo, LLC

BUY
 -
203K
+ 5.89%
$5.09M - $5.16M
3.66M $91.8M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
180K
+ 15.46%
$4.5M - $4.56M
1.34M $33.7M
Jan 16, 2026 Q4 2025
Bouchey Financial Group LTD

BUY
 -
138K
+ 10.78%
$3.45M - $3.49M
1.42M $35.6M
Jan 14, 2026 Q4 2025
Cornerstone Wealth Advisors, Inc.

BUY
 -
107K
+ 2.92%
$2.67M - $2.7M
3.76M $94.5M
Jan 14, 2026 Q4 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
82.2K
+ 152.99%
$2.06M - $2.08M
136K $3.41M
Jan 15, 2026 Q4 2025
Foundation Wealth Management, Llc\Pa

Media, PA
BUY
 -
76K
+ 21.9%
$1.9M - $1.93M
423K $10.6M
Jan 06, 2026 Q4 2025
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
75.1K
+ 5.91%
$1.88M - $1.9M
1.35M $33.8M
Jan 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
74.5K
+ 14.21%
$1.87M - $1.89M
599K $15M
Jan 13, 2026 Q4 2025
Kelly Financial Services LLC

Braintree, MA
BUY
 -
53.6K
+ 19.82%
$1.34M - $1.36M
324K $8.14M
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
53.2K
+ 40.14%
$1.33M - $1.35M
186K $4.66M
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
52.3K
+ 27.17%
$1.31M - $1.33M
245K $6.15M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
43.1K
New
$1.08M - $1.09M
43.1K $1.08M
Jan 08, 2026 Q4 2025
Marshall Financial Group LLC

BUY
 -
36.3K
+ 6.06%
$908K - $919K
634K $15.9M
Jan 06, 2026 Q4 2025
Ransom Advisory, LTD

Providence, RI
BUY
 -
36K
New
$901K - $912K
36K $904K
Jan 13, 2026 Q4 2025
Net Worth Advisory Group

Sandy, UT
BUY
 -
33.5K
New
$839K - $850K
33.5K $842K
Jan 06, 2026 Q4 2025
Attessa Capital LLC

Tucson, AZ
BUY
 -
27.6K
+ 6.93%
$690K - $699K
425K $10.7M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
23.1K
+ 28.1%
$577K - $584K
105K $2.64M
Jan 16, 2026 Q4 2025
Sws Partners

BUY
 -
21.7K
+ 3.48%
$544K - $551K
646K $16.2M
Jan 12, 2026 Q4 2025
Myecfo, LLC

La Jolla, CA
BUY
 -
19.1K
+ 9.41%
$478K - $484K
222K $5.58M
Jan 06, 2026 Q4 2025
Wealth Care Investment Partners, LLC

BUY
 -
13.1K
+ 15.57%
$327K - $331K
97.1K $2.44M
Jan 14, 2026 Q4 2025
Columbus Macro, LLC

BUY
 -
11.7K
+ 8.77%
$292K - $295K
145K $3.63M
Jan 08, 2026 Q4 2025
M. Kulyk & Associates, LLC

BUY
 -
11.5K
+ 113.77%
$289K - $293K
21.7K $545K
Jan 06, 2026 Q4 2025
Barden Capital Management, Inc.

BUY
 -
11.2K
+ 13.28%
$281K - $285K
95.8K $2.41M
Jan 14, 2026 Q4 2025
Worth Asset Management, LLC

BUY
 -
10.4K
+ 92.46%
$260K - $263K
21.6K $542K
Jan 16, 2026 Q4 2025
Dorato Capital Management

Denver, CO
BUY
 -
5.87K
New
$147K - $149K
5.87K $147K
Jan 07, 2026 Q4 2025
Massmutual Trust CO Fsb

BUY
 -
4.47K
+ 0.62%
$112K - $113K
723K $18.1M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
4.31K
+ 5.59%
$108K - $109K
81.3K $2.04M
Jan 12, 2026 Q4 2025
Horizon Financial Services, LLC

BUY
 -
3.61K
+ 7.67%
$90.3K - $91.4K
50.6K $1.27M
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
1.63K
+ 5.03%
$40.7K - $41.2K
34K $853K
Jan 12, 2026 Q4 2025
Gen Wealth Group, Inc.

BUY
 -
1.21K
+ 1.32%
$30.2K - $30.5K
92.3K $2.32M
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

BUY
 -
1.12K
+ 0.98%
$28.1K - $28.5K
116K $2.9M
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
998
New
$25K - $25.3K
998 $25.1K
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
731
+ 0.87%
$18.3K - $18.5K
84.4K $2.12M
Jan 12, 2026 Q4 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
711
+ 7.1%
$17.8K - $18K
10.7K $269K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
505
+ 0.49%
$12.6K - $12.8K
105K $2.63M
Jan 09, 2026 Q4 2025
Twele Capital Management, Inc.

BUY
 -
394
+ 1.92%
$9.86K - $9.98K
20.9K $524K
Jan 14, 2026 Q4 2025
First County Bank /Ct/

Stamford, CT
BUY
 -
383
+ 3.03%
$9.59K - $9.71K
13K $328K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
376
+ 30.18%
$9.41K - $9.53K
1.62K $40.7K
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
287
+ 0.76%
$7.18K - $7.27K
37.9K $952K
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
142
+ 1.27%
$3.55K - $3.6K
11.3K $285K
Jan 13, 2026 Q4 2025
Fc Advisory LLC

BUY
 -
141
+ 0.93%
$3.53K - $3.57K
15.2K $382K
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
56
New
$1.4K - $1.42K
56 $1.41K
Jan 06, 2026 Q4 2025
Investors Research Corp

SELL
 -
-18
- 9.09%
$451 - $456
180 $4.52K
Jan 07, 2026 Q4 2025
Mfg Wealth Management, Inc.

Indianapolis, IN
SELL
 -
-55
- 0.1%
$1.38K - $1.39K
56.6K $1.42M

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