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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
460K+ 110.55% |
$11.1M - $23.3M
|
876K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 0.58% |
$31.8K - $66.5K
|
226K
$5.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
697KNew |
$16.9M - $35.3M
|
697K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 100.0% |
$218 - $455
|
18
$436
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
9.34K+ 102.48% |
$226K - $473K
|
18.5K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235+ 100.0% |
$5.68K - $11.9K
|
470
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
58+ 100.0% |
$1.4K - $2.93K
|
116
$2.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55.6K+ 114.82% |
$1.34M - $2.81M
|
104K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.66K- 13.17% |
$64.2K - $134K
|
17.5K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
46.4K+ 52.38% |
$1.12M - $2.34M
|
135K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.09K+ 97.88% |
$220K - $460K
|
18.4K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.15M+ 132.18% |
$27.8M - $58.1M
|
2.02M
$48.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
43.1K+ 108.32% |
$1.04M - $2.18M
|
82.9K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.69K+ 78.6% |
$89.1K - $186K
|
8.37K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.71K+ 101.12% |
$41.4K - $86.6K
|
3.41K
$82.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
702K+ 108.97% |
$17M - $35.5M
|
1.35M
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
15K+ 128.76% |
$362K - $757K
|
26.6K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203+ 100.0% |
$4.91K - $10.3K
|
406
$9.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13.4K+ 11471.79% |
$325K - $679K
|
13.5K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.3K+ 113.09% |
$516K - $1.08M
|
40.2K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.02K+ 98.69% |
$146K - $304K
|
12.1K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
55.3K+ 106.11% |
$1.34M - $2.8M
|
107K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
497+ 100.0% |
$12K - $25.1K
|
994
$24.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
754K+ 205.89% |
$18.2M - $38.1M
|
1.12M
$27.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.62K+ 102.73% |
$160K - $335K
|
13.1K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.7K- 99.85% |
$65.3K - $137K
|
4
$96.8
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.27KNew |
$54.9K - $115K
|
2.27K
$54.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
124K+ 99.84% |
$3M - $6.28M
|
248K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 123.94% |
$1.96M - $4.09M
|
146K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.22K+ 100.0% |
$102K - $213K
|
8.44K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.74M+ 110.79% |
$42.1M - $87.9M
|
3.31M
$80M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
53.4K+ 108.53% |
$1.29M - $2.7M
|
103K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
262+ 100.0% |
$6.34K - $13.3K
|
524
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
370New |
$8.95K - $18.7K
|
370
$8.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.22K+ 61.74% |
$77.8K - $163K
|
8.43K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
10.1K+ 100.0% |
$245K - $513K
|
20.3K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
305K+ 109.29% |
$7.38M - $15.4M
|
585K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
32.4K+ 10.58% |
$783K - $1.64M
|
338K
$8.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
534+ 100.38% |
$12.9K - $27K
|
1.07K
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.85K+ 87.73% |
$214K - $448K
|
18.9K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
282K+ 115.16% |
$6.83M - $14.3M
|
528K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 127.18% |
$477K - $998K
|
35.3K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 91.31% |
$163K - $340K
|
14.1K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
503K+ 105.94% |
$12.2M - $25.4M
|
978K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 101.48% |
$451K - $943K
|
37K
$896K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
66.8K+ 21.17% |
$1.62M - $3.38M
|
382K
$9.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 100.0% |
$266 - $556
|
22
$532
|