Latest Institutional Transactions on Schwab Intermediate Term Us Tr (SCHR)
This table provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
93New |
$2.3K - $2.35K
|
93
$2.34K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14K+ 53.16% |
$347K - $355K
|
40.5K
$1.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-29.6K- 2.93% |
$730K - $747K
|
979K
$24.6M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.13KNew |
$77.3K - $79.1K
|
3.13K
$78.6K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.65KNew |
$40.6K - $41.6K
|
1.65K
$41.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
278+ 0.97% |
$6.86K - $7.02K
|
28.8K
$723K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.85K+ 114.32% |
$144K - $148K
|
11K
$275K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$25.9K - $26.5K
|
1.05K
$26.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.8K+ 31.46% |
$268K - $274K
|
45.3K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$77.6K - $79.4K
|
3.14K
$78.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-28.9K- 18.94% |
$714K - $731K
|
124K
$3.11M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
227+ 0.31% |
$5.6K - $5.73K
|
74.5K
$1.87M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
129+ 0.07% |
$3.19K - $3.26K
|
176K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.8KNew |
$315K - $322K
|
12.8K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.96KNew |
$221K - $226K
|
8.96K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 1.72% |
$53.9K - $55.2K
|
129K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$549K - $562K
|
22.2K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.76K+ 29.15% |
$92.7K - $94.9K
|
16.6K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
851+ 1.79% |
$21K - $21.5K
|
48.5K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 3.02% |
$48.9K - $50.1K
|
63.6K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.49K+ 2.81% |
$61.5K - $62.9K
|
91.1K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-18.9K- 1.67% |
$466K - $477K
|
1.11M
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 3.9% |
$30K - $30.7K
|
32.4K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15.5KNew |
$383K - $392K
|
15.5K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
21+ 0.1% |
$518 - $530
|
20.2K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77K+ 38.66% |
$1.9M - $1.95M
|
276K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
157KNew |
$3.87M - $3.96M
|
157K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
292K+ 244.08% |
$7.2M - $7.36M
|
411K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.49KNew |
$234K - $240K
|
9.49K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.76K- 1.1% |
$167K - $171K
|
606K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.93K- 12.09% |
$97K - $99.2K
|
28.6K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60- 47.24% |
$1.48K - $1.52K
|
67
$1.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.45M+ 11.85% |
$35.8M - $36.6M
|
13.7M
$344M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.33K- 18.9% |
$132K - $135K
|
22.9K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 2.35% |
$38.5K - $39.4K
|
67.9K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
498KNew |
$12.3M - $12.6M
|
498K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.21K+ 3.98% |
$29.9K - $30.6K
|
31.6K
$794K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.04K- 11.68% |
$25.7K - $26.3K
|
7.87K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.11K- 3.13% |
$52K - $53.2K
|
65.1K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
243+ 1.12% |
$6K - $6.14K
|
21.9K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.5K+ 3.74% |
$480K - $491K
|
539K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-7.57K- 4.05% |
$187K - $191K
|
179K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-12.3K- 51.26% |
$303K - $310K
|
11.7K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
391K+ 10.38% |
$9.65M - $9.87M
|
4.15M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.3K+ 6.36% |
$1.98M - $2.03M
|
1.34M
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-17.1K- 14.22% |
$423K - $432K
|
103K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.15K+ 14.17% |
$103K - $105K
|
33.5K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.35K+ 1.72% |
$33.3K - $34.1K
|
79.9K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-355- 1.45% |
$8.76K - $8.97K
|
24.1K
$604K
|
|