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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
70K+ 12.18% |
$1.69M - $3.54M
|
644K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 104.72% |
$14.4M - $30.2M
|
1.17M
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
31.2K+ 110.34% |
$754K - $1.58M
|
59.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.52K+ 102.45% |
$134K - $279K
|
10.9K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 100.0% |
$113K - $236K
|
9.32K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$681K - $1.42M
|
28.2K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386K+ 123.64% |
$9.34M - $19.5M
|
698K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.3K+ 100.0% |
$104K - $217K
|
8.6K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.18K+ 100.0% |
$52.7K - $110K
|
4.35K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.7K+ 52.77% |
$357K - $746K
|
42.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.7K+ 260.53% |
$283K - $591K
|
16.2K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.6K+ 126.13% |
$715K - $1.5M
|
53K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.55KNew |
$231K - $483K
|
9.55K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 141.86% |
$1.13M - $2.37M
|
79.9K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2K+ 52.24% |
$392K - $820K
|
47.2K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.27% |
$46.9K - $98K
|
10.3K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
56.1K+ 124.52% |
$1.36M - $2.84M
|
101K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 103.7% |
$1.35K - $2.83K
|
110
$2.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
413K+ 394.25% |
$9.98M - $20.9M
|
517K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
90.9K+ 992.73% |
$2.2M - $4.6M
|
100K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.58K+ 100.2% |
$135K - $282K
|
11.2K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
215KNew |
$5.19M - $10.9M
|
215K
$5.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 81.26% |
$377K - $789K
|
34.8K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.06K+ 100.0% |
$98.3K - $205K
|
8.12K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26.5K+ 81.6% |
$642K - $1.34M
|
59.1K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.57K+ 104.77% |
$231K - $484K
|
18.7K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.29K+ 178.18% |
$79.6K - $166K
|
5.14K
$124K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.92K+ 144.88% |
$143K - $299K
|
10K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3KNew |
$443K - $926K
|
18.3K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
750K+ 110.61% |
$18.1M - $37.9M
|
1.43M
$34.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18K+ 85.05% |
$435K - $910K
|
39.2K
$948K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 58.58% |
$45.6K - $95.4K
|
1.33K
$32.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
190New |
$4.6K - $9.61K
|
190
$4.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204K+ 105.86% |
$4.92M - $10.3M
|
396K
$9.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
118+ 104.42% |
$2.85K - $5.97K
|
231
$5.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.97K+ 47.44% |
$96.1K - $201K
|
12.3K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55.8K+ 113.64% |
$1.35M - $2.82M
|
105K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94+ 102.17% |
$2.27K - $4.75K
|
186
$4.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 70.83% |
$452K - $946K
|
45.1K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219K+ 126.62% |
$5.29M - $11.1M
|
391K
$9.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.15K+ 91.43% |
$100K - $210K
|
8.69K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.5K+ 97.95% |
$254K - $531K
|
21.2K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.16KNew |
$222K - $463K
|
9.16K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 80.59% |
$8.64K - $18.1K
|
800
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
85.1K+ 91.31% |
$2.06M - $4.3M
|
178K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
22.8K+ 100.0% |
$552K - $1.15M
|
45.6K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33.1K+ 48.09% |
$800K - $1.67M
|
102K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
880K+ 89.74% |
$21.3M - $44.5M
|
1.86M
$45M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 100.0% |
$2.18K - $4.55K
|
180
$4.36K
|