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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.78K- 14.36% |
$69.6K - $70.5K
|
16.6K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
376+ 30.18% |
$9.41K - $9.53K
|
1.62K
$40.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
21.7K+ 3.48% |
$544K - $551K
|
646K
$16.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.87KNew |
$147K - $149K
|
5.87K
$147K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
138K+ 10.78% |
$3.45M - $3.49M
|
1.42M
$35.6M
|
|
|
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 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
|
Brookstone Capital Management
|
SELL
|
- |
-7.1K- 11.85% |
$178K - $180K
|
52.8K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-51.6K- 4.4% |
$1.29M - $1.31M
|
1.12M
$28.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
76K+ 21.9% |
$1.9M - $1.93M
|
423K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
245KNew |
$6.14M - $6.21M
|
245K
$6.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
56New |
$1.4K - $1.42K
|
56
$1.41K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-24.7K- 52.6% |
$619K - $627K
|
22.3K
$560K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.1KNew |
$1.08M - $1.09M
|
43.1K
$1.08M
|
|
|
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
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
383+ 3.03% |
$9.59K - $9.71K
|
13K
$328K
|
|
|
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
|
Worth Asset Management, LLC
|
BUY
|
- |
10.4K+ 92.46% |
$260K - $263K
|
21.6K
$542K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
505+ 0.49% |
$12.6K - $12.8K
|
105K
$2.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
79.3KNew |
$1.99M - $2.01M
|
79.3K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
203K+ 5.89% |
$5.09M - $5.16M
|
3.66M
$91.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
82.2K+ 152.99% |
$2.06M - $2.08M
|
136K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
11.7K+ 8.77% |
$292K - $295K
|
145K
$3.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
976K+ 54.04% |
$24.4M - $24.7M
|
2.78M
$69.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 5.81% |
$326K - $330K
|
211K
$5.3M
|
|
|
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 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
141+ 0.93% |
$3.53K - $3.57K
|
15.2K
$382K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.6K- 33.8% |
$391K - $396K
|
30.6K
$768K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.63K+ 5.03% |
$40.7K - $41.2K
|
34K
$853K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-424K- 99.7% |
$10.6M - $10.7M
|
1.29K
$32.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
33.5KNew |
$839K - $850K
|
33.5K
$842K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-490- 2.61% |
$12.3K - $12.4K
|
18.3K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.21K+ 1.32% |
$30.2K - $30.5K
|
92.3K
$2.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
711+ 7.1% |
$17.8K - $18K
|
10.7K
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
142+ 1.27% |
$3.55K - $3.6K
|
11.3K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.03K- 5.41% |
$126K - $127K
|
87.8K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-179K- 30.63% |
$4.47M - $4.53M
|
405K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-516- 1.49% |
$12.9K - $13.1K
|
34K
$854K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
180K+ 15.46% |
$4.5M - $4.56M
|
1.34M
$33.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 9.41% |
$478K - $484K
|
222K
$5.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.61K+ 7.67% |
$90.3K - $91.4K
|
50.6K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-142K- 30.34% |
$3.56M - $3.6M
|
326K
$8.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.88K- 18.49% |
$172K - $174K
|
30.3K
$762K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
394+ 1.92% |
$9.86K - $9.98K
|
20.9K
$524K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.77K- 3.42% |
$94.4K - $95.5K
|
106K
$2.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.6K- 9.77% |
$290K - $293K
|
107K
$2.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
52.3K+ 27.17% |
$1.31M - $1.33M
|
245K
$6.15M
|
|
|
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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
361K+ 15.54% |
$9.02M - $9.14M
|
2.68M
$67.3M
|
|