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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$456K - $471K
|
19K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.6K+ 615.76% |
$1.41M - $1.46M
|
68.2K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.85KNew |
$213K - $220K
|
8.85K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.8K- 66.67% |
$43.3K - $44.7K
|
900
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.1KNew |
$291K - $301K
|
12.1K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.08K- 17.22% |
$50K - $51.6K
|
9.98K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 3.31% |
$6.85K - $7.09K
|
8.89K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 1697.2% |
$3.59M - $3.72M
|
158K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.3KNew |
$487K - $504K
|
20.3K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84.8KClosed |
$2.04M - $2.11M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
288KNew |
$6.93M - $7.17M
|
288K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.8KNew |
$187K - $194K
|
7.8K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$1.83K - $1.89K
|
76
$1.91K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$2.5K - $2.59K
|
104
$2.61K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
29.3KNew |
$705K - $729K
|
29.3K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-237- 2.81% |
$5.7K - $5.89K
|
8.2K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.1KNew |
$1.42M - $1.47M
|
59.1K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.69K- 71.9% |
$88.8K - $91.8K
|
1.44K
$36.3K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 7.43% |
$18.4K - $19K
|
9.51K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5K- 28.88% |
$120K - $124K
|
12.3K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.65KNew |
$208K - $215K
|
8.65K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
8.09KNew |
$194K - $201K
|
8.09K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
184New |
$4.43K - $4.57K
|
184
$4.62K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.4K- 60.27% |
$393K - $406K
|
10.8K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
170New |
$4.09K - $4.23K
|
170
$4.27K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 1.36% |
$2.16K - $2.24K
|
6.71K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
67+ 68.37% |
$1.61K - $1.67K
|
165
$4.14K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-536- 2.83% |
$12.9K - $13.3K
|
18.4K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-631- 3.72% |
$15.2K - $15.7K
|
16.3K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$358K - $370K
|
14.9K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.9K+ 1.6% |
$333K - $345K
|
880K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$38.8K - $40.1K
|
1.61K
$40.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.36K+ 8481.25% |
$32.6K - $33.7K
|
1.37K
$34.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
678New |
$16.3K - $16.9K
|
678
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.66KNew |
$232K - $240K
|
9.66K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.21KNew |
$197K - $204K
|
8.21K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.15KNew |
$196K - $203K
|
8.15K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.84KNew |
$116K - $120K
|
4.84K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
187New |
$4.5K - $4.65K
|
187
$4.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79K+ 3093.1% |
$43.1K - $44.6K
|
1.85K
$46.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$413K - $427K
|
17.2K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.04K- 30.98% |
$97.3K - $101K
|
9.01K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 1.15% |
$938 - $970
|
3.44K
$86.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-58- 1.33% |
$1.39K - $1.44K
|
4.3K
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
284New |
$6.83K - $7.06K
|
284
$7.13K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
38.6K+ 2.7% |
$927K - $959K
|
1.47M
$36.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.28K
|
9.19K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.28KNew |
$127K - $131K
|
5.28K
$133K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
322New |
$7.79K - $16.3K
|
322
$8.09K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
394New |
$9.53K - $19.9K
|
394
$9.89K
|
|