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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.68KNew |
$40.5K - $84.8K
|
1.68K
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
36K+ 73.61% |
$871K - $1.82M
|
84.9K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
299+ 100.34% |
$7.23K - $15.1K
|
597
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11.3K+ 70.46% |
$272K - $569K
|
27.2K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186+ 48.19% |
$4.5K - $9.41K
|
572
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.84K+ 156.63% |
$141K - $295K
|
9.56K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-252K- 90.3% |
$6.11M - $12.8M
|
27.1K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 25.47% |
$46.8K - $97.8K
|
9.52K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
479New |
$11.6K - $24.2K
|
479
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.6K+ 98.41% |
$255K - $534K
|
21.3K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51.5K+ 130.81% |
$1.25M - $2.61M
|
90.9K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.31M+ 308.24% |
$104M - $218M
|
5.7M
$138M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.46K+ 100.0% |
$108K - $225K
|
8.91K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
225K+ 103.25% |
$5.43M - $11.4M
|
442K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-124- 9.8% |
$3K - $6.27K
|
1.14K
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
42.6K+ 91.45% |
$1.03M - $2.16M
|
89.3K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331New |
$8.01K - $16.7K
|
331
$8.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 100.0% |
$3.63K - $7.59K
|
300
$7.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5K+ 94.34% |
$121K - $253K
|
10.3K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
93.9KNew |
$2.27M - $4.75M
|
93.9K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23K+ 102.34% |
$556K - $1.16M
|
45.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-25.9K- 7.87% |
$627K - $1.31M
|
304K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
34.6K+ 100.93% |
$838K - $1.75M
|
68.9K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.1KNew |
$632K - $1.32M
|
26.1K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
174K+ 114.42% |
$4.21M - $8.81M
|
326K
$7.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.36K+ 3.68% |
$81.3K - $170K
|
94.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 62.71% |
$81.4K - $170K
|
8.73K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.6K+ 122.61% |
$548K - $1.15M
|
41.1K
$995K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93.7K+ 75.21% |
$2.27M - $4.74M
|
218K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
136New |
$3.29K - $6.88K
|
136
$3.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.9K+ 181.58% |
$2.1M - $4.4M
|
135K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.78K+ 181.67% |
$188K - $393K
|
12.1K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
570New |
$13.8K - $28.8K
|
570
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 100.0% |
$1.91K - $4K
|
158
$3.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$1.11K - $2.33K
|
46
$1.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 107.59% |
$1.43M - $3M
|
114K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
286K+ 697.65% |
$6.93M - $14.5M
|
327K
$7.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
577K+ 137.2% |
$14M - $29.2M
|
997K
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 103.32% |
$312K - $652K
|
25.3K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
29.2KNew |
$706K - $1.48M
|
29.2K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
594New |
$14.4K - $30K
|
594
$14.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.81K+ 103.31% |
$67.9K - $142K
|
5.53K
$134K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
235KNew |
$5.67M - $11.9M
|
235K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11K+ 100.0% |
$266K - $557K
|
22K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
75.4K+ 157.05% |
$1.82M - $3.81M
|
123K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
479K+ 123.87% |
$11.6M - $24.2M
|
866K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
159KNew |
$3.85M - $8.05M
|
159K
$3.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.36K+ 102.62% |
$130K - $271K
|
10.6K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
107K+ 110.14% |
$2.59M - $5.42M
|
204K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.2K+ 89.14% |
$150K - $314K
|
13.2K
$318K
|