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 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
24.1K+ 97.44% |
$584K - $1.22M
|
48.9K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
760K+ 111.24% |
$18.4M - $38.5M
|
1.44M
$34.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
559K+ 114.97% |
$13.5M - $28.3M
|
1.04M
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.1K+ 89.81% |
$1.6M - $3.34M
|
140K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.22M+ 111.57% |
$29.6M - $61.8M
|
2.32M
$56.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.32MNew |
$56M - $117M
|
2.32M
$56.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.5K+ 95.9% |
$1.68M - $3.51M
|
142K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$323K - $675K
|
13.3K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.35K+ 72.53% |
$105K - $220K
|
10.4K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.22K - $6.73K
|
133
$3.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
789+ 93.59% |
$19.1K - $39.9K
|
1.63K
$39.5K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
60.7KNew |
$1.47M - $3.07M
|
60.7K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
182KNew |
$4.4M - $9.19M
|
182K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.2K+ 60.51% |
$633K - $1.32M
|
69.4K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
482K+ 120.67% |
$11.7M - $24.4M
|
881K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
28New |
$677 - $1.42K
|
28
$678
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
273KNew |
$6.61M - $13.8M
|
273K
$6.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.8KNew |
$600K - $1.25M
|
24.8K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
157K+ 103.34% |
$3.79M - $7.93M
|
308K
$7.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.7KNew |
$598K - $1.25M
|
24.7K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 91.76% |
$428K - $895K
|
37K
$895K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.64K+ 100.0% |
$39.6K - $82.9K
|
3.28K
$79.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 100.0% |
$35K - $73.1K
|
2.89K
$69.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.5K+ 43.73% |
$1.03M - $2.15M
|
140K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
113K+ 114.18% |
$2.72M - $5.69M
|
211K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$726
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$726 - $1.52K
|
30
$726
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.36KNew |
$202K - $423K
|
8.36K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20.2K+ 310.27% |
$488K - $1.02M
|
26.7K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 40.0% |
$46.7K - $97.7K
|
2.9K
$70.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.44K+ 100.43% |
$228K - $478K
|
18.8K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
117+ 100.0% |
$2.83K - $5.92K
|
234
$5.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.1K+ 401.59% |
$680K - $1.42M
|
35.1K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115+ 100.0% |
$2.78K - $5.82K
|
230
$5.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 149.39% |
$424K - $887K
|
29.3K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 28.31% |
$102K - $214K
|
19.2K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
13.9KNew |
$337K - $705K
|
13.9K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.1K+ 124.52% |
$535K - $1.12M
|
39.9K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 112.74% |
$1.72M - $3.6M
|
134K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 57.48% |
$202K - $423K
|
22.9K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 129.87% |
$426K - $891K
|
31.2K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
43KNew |
$1.04M - $2.17M
|
43K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
299K+ 87.79% |
$7.22M - $15.1M
|
639K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
39.6K+ 87.97% |
$958K - $2M
|
84.6K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.23K+ 94.89% |
$199K - $416K
|
16.9K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
207K+ 134.39% |
$5.01M - $10.5M
|
361K
$8.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12K+ 100.0% |
$291K - $608K
|
24.1K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
87.2KNew |
$2.11M - $4.41M
|
87.2K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.45K+ 9389.66% |
$132K - $275K
|
5.5K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110M+ 101.73% |
$2.65B - $5.54B
|
217M
$5.26B
|