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
$5.07K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.45M+ 100.0% |
$35.1M - $73.3M
|
2.9M
$72.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.62KNew |
$87.5K - $183K
|
3.62K
$90.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.95K+ 103.15% |
$120K - $250K
|
9.75K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$33.8K - $70.6K
|
1.4K
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 100.0% |
$242 - $506
|
20
$502
|
|
|
Feb 14, 2025
Q4 2024
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
83.5KNew |
$2.02M - $4.22M
|
83.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.85K+ 81.96% |
$93.1K - $195K
|
8.54K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.68KNew |
$40.5K - $84.8K
|
1.68K
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 100.0% |
$3.63K - $7.59K
|
300
$7.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
331New |
$8.01K - $16.7K
|
331
$8.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 107.59% |
$1.43M - $3M
|
114K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$1.11K - $2.33K
|
46
$1.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 100.0% |
$1.91K - $4K
|
158
$3.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
136New |
$3.29K - $6.88K
|
136
$3.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
159KNew |
$3.85M - $8.05M
|
159K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.32MNew |
$56M - $117M
|
2.32M
$58.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.22K - $6.73K
|
133
$3.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$753
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 100.0% |
$35K - $73.1K
|
2.89K
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115+ 100.0% |
$2.78K - $5.82K
|
230
$5.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
80New |
$1.94K - $4.05K
|
80
$2.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43+ 100.0% |
$1.04K - $2.17K
|
86
$2.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
860+ 100.0% |
$20.8K - $43.5K
|
1.72K
$43.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 100.0% |
$3.27K - $6.83K
|
270
$6.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109K+ 50.01% |
$2.64M - $5.53M
|
328K
$8.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
59+ 100.0% |
$1.43K - $2.98K
|
118
$2.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$2.26M - $4.72M
|
93.3K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.2K+ 110.12% |
$150K - $314K
|
11.8K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50New |
$1.21K - $2.53K
|
50
$1.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$242 - $506
|
10
$251
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.59K+ 161.45% |
$135K - $283K
|
9.05K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$27.2K - $57K
|
1.13K
$28.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
480K+ 66.48% |
$11.6M - $24.3M
|
1.2M
$30.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
29+ 100.0% |
$702 - $1.47K
|
58
$1.46K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
748New |
$18.1K - $37.8K
|
748
$18.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.02KNew |
$73.1K - $153K
|
3.02K
$75.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204+ 100.0% |
$4.93K - $10.3K
|
408
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
58+ 100.0% |
$1.4K - $2.93K
|
116
$2.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.69K+ 78.6% |
$89.1K - $186K
|
8.37K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
754K+ 205.89% |
$18.2M - $38.1M
|
1.12M
$28.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.27KNew |
$54.9K - $115K
|
2.27K
$57K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
370New |
$8.95K - $18.7K
|
370
$9.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 100.0% |
$266 - $556
|
22
$552
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.55KNew |
$231K - $483K
|
9.55K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 103.7% |
$1.35K - $2.83K
|
110
$2.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.58K+ 100.2% |
$135K - $282K
|
11.2K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18K+ 85.05% |
$435K - $910K
|
39.2K
$983K
|
|