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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49+ 100.0% |
$1.19K - $2.48K
|
98
$2.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
45.5K+ 96.17% |
$1.1M - $2.3M
|
92.8K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.2K+ 110.12% |
$150K - $314K
|
11.8K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
11.7K+ 99.01% |
$284K - $594K
|
23.6K
$571K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
231K+ 3027.81% |
$5.6M - $11.7M
|
239K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 94.66% |
$31.7K - $66.3K
|
2.7K
$65.2K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
466K+ 94.32% |
$11.3M - $23.6M
|
961K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
92.3K+ 110.67% |
$2.23M - $4.67M
|
176K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-47.3K- 97.01% |
$1.14M - $2.39M
|
1.46K
$35.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
262+ 102.34% |
$6.34K - $13.3K
|
518
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50New |
$1.21K - $2.53K
|
50
$1.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
698K+ 101.67% |
$16.9M - $35.3M
|
1.38M
$33.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
271K+ 112.98% |
$6.55M - $13.7M
|
510K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
273+ 3.22% |
$6.6K - $13.8K
|
8.76K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242K+ 320.52% |
$5.86M - $12.2M
|
318K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16K+ 31.37% |
$387K - $808K
|
66.9K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.4K+ 147.06% |
$1.19M - $2.5M
|
83K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
480K+ 66.48% |
$11.6M - $24.3M
|
1.2M
$29.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 58.89% |
$75.5K - $158K
|
2.18K
$52.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$242 - $506
|
10
$242
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.59K+ 161.45% |
$135K - $283K
|
9.05K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47K- 30.65% |
$1.14M - $2.38M
|
106K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$27.2K - $57K
|
1.13K
$27.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.89K+ 35.2% |
$191K - $399K
|
30.3K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.11M+ 109.56% |
$26.9M - $56.3M
|
2.13M
$51.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
25.3K+ 44.28% |
$612K - $1.28M
|
82.4K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
29+ 100.0% |
$702 - $1.47K
|
58
$1.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
297KNew |
$7.19M - $15M
|
297K
$7.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
644K+ 65.59% |
$15.6M - $32.6M
|
1.63M
$39.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
257K+ 236.5% |
$6.2M - $13M
|
365K
$8.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
178K+ 115.06% |
$4.3M - $8.99M
|
332K
$8.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2.54K+ 100.4% |
$61.4K - $128K
|
5.07K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
748New |
$18.1K - $37.8K
|
748
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.6K- 29.37% |
$1.01M - $2.1M
|
100K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
56.1K+ 108.77% |
$1.36M - $2.84M
|
108K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
414K+ 135.21% |
$10M - $21M
|
721K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
19.2K+ 117.68% |
$464K - $970K
|
35.5K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60+ 230.77% |
$1.45K - $3.03K
|
86
$2.08K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
243K+ 101.18% |
$5.88M - $12.3M
|
483K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.2K+ 138.4% |
$1.19M - $2.49M
|
84.7K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
50.5KNew |
$1.22M - $2.55M
|
50.5K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
58K+ 128.27% |
$1.4M - $2.93M
|
103K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204+ 100.0% |
$4.93K - $10.3K
|
408
$9.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.02KNew |
$73.1K - $153K
|
3.02K
$73.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.11K+ 163.75% |
$99.4K - $208K
|
6.62K
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.94K+ 53.98% |
$144K - $300K
|
16.9K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
190K+ 111.72% |
$4.6M - $9.61M
|
360K
$8.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.33M+ 105.57% |
$32.2M - $67.3M
|
2.59M
$62.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
59.8K+ 94.48% |
$1.45M - $3.02M
|
123K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
68.2K+ 100.11% |
$1.65M - $3.45M
|
136K
$3.3M
|