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 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101+ 100.0% |
$2.44K - $5.11K
|
202
$4.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
44K+ 174.51% |
$1.07M - $2.23M
|
69.3K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.9K+ 108.18% |
$603K - $1.26M
|
48K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.4KNew |
$131K - $273K
|
5.4K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
31.2K+ 98.07% |
$754K - $1.58M
|
63K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.95K+ 103.15% |
$120K - $250K
|
9.75K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 81.99% |
$414K - $867K
|
38K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
116K+ 128.08% |
$2.79M - $5.84M
|
206K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
873K+ 751.08% |
$21.1M - $44.2M
|
989K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92.6K+ 714.13% |
$2.24M - $4.68M
|
106K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
35K+ 135.51% |
$847K - $1.77M
|
60.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
27.6K+ 84.16% |
$667K - $1.39M
|
60.3K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.39M+ 107.38% |
$106M - $222M
|
8.47M
$207M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
271KNew |
$6.55M - $13.7M
|
271K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 129.63% |
$3.49M - $7.3M
|
256K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 3.74% |
$102K - $213K
|
117K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$2.63M - $5.5M
|
109K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.45M+ 100.0% |
$35.1M - $73.3M
|
2.9M
$70.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.1K+ 36.03% |
$438K - $915K
|
68.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
23.6K+ 99.31% |
$571K - $1.19M
|
47.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
33.5KNew |
$810K - $1.69M
|
33.5K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
141K+ 173.89% |
$3.41M - $7.14M
|
222K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
131+ 100.0% |
$3.17K - $6.63K
|
262
$6.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.62KNew |
$87.5K - $183K
|
3.62K
$88.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 68.88% |
$886K - $1.85M
|
16.5K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.8K- 81.65% |
$1.08M - $2.27M
|
10.1K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $70.6K
|
1.4K
$34K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.1K+ 37.91% |
$462K - $966K
|
69.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 100.0% |
$242 - $506
|
20
$488
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
38.3KNew |
$927K - $1.94M
|
38.3K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 7.11% |
$75.3K - $157K
|
40.6K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$705K - $1.47M
|
29.1K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
83.5KNew |
$2.02M - $4.22M
|
83.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.4KNew |
$227K - $476K
|
9.4K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.5K+ 125.0% |
$36.3K - $75.9K
|
2.7K
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.04M- 99.57% |
$49.4M - $103M
|
8.81K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.42K+ 73.18% |
$131K - $274K
|
12.8K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6New |
$145 - $303
|
6
$146
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 501.8% |
$142K - $297K
|
7.04K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 53.01% |
$9.66M - $20.2M
|
1.15M
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 100.0% |
$244K - $511K
|
20.2K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
139K+ 133.06% |
$3.36M - $7.02M
|
243K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.05K+ 187.91% |
$146K - $306K
|
9.26K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.26M+ 49.25% |
$127M - $266M
|
15.9M
$389M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.49M+ 144.32% |
$181M - $379M
|
12.7M
$309M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
224K+ 66.31% |
$5.41M - $11.3M
|
561K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
521K+ 74.03% |
$12.6M - $26.4M
|
1.23M
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
8.4KNew |
$203K - $425K
|
8.4K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55+ 100.0% |
$1.33K - $2.78K
|
110
$2.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
184+ 100.55% |
$4.45K - $9.31K
|
367
$8.95K
|