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 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 100.0% |
$194 - $405
|
16
$387
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
115K+ 102.31% |
$2.79M - $5.84M
|
228K
$5.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119K+ 133.18% |
$2.88M - $6.03M
|
209K
$5.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05K+ 100.0% |
$73.7K - $154K
|
6.09K
$147K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
681K+ 64.15% |
$16.5M - $34.4M
|
1.74M
$42.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
8.68K+ 100.58% |
$210K - $439K
|
17.3K
$419K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
139New |
$3.36K - $7.03K
|
139
$3.36K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 103.67% |
$186K - $388K
|
15.1K
$365K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.1K- 52.37% |
$293K - $613K
|
11K
$267K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
422+ 102.68% |
$10.2K - $21.3K
|
833
$20.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.45K+ 101.29% |
$180K - $377K
|
14.8K
$358K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.83K+ 98.2% |
$238K - $497K
|
19.8K
$480K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.6K+ 110.36% |
$279K - $584K
|
22K
$533K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
583K+ 110.25% |
$14.1M - $29.5M
|
1.11M
$26.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89.2K+ 104.43% |
$2.16M - $4.51M
|
175K
$4.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 105.56% |
$460 - $961
|
37
$895
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6+ 60.0% |
$145 - $303
|
16
$387
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.54KNew |
$268K - $282K
|
5.54K
$134K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
36.9K+ 772.41% |
$1.78M - $1.88M
|
41.6K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 15.65% |
$590K - $621K
|
90.1K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 15.94% |
$532 - $560
|
58
$1.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.33K+ 2.55% |
$452K - $475K
|
376K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$792K - $833K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
523K+ 11.21% |
$25.3M - $26.6M
|
5.19M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.4K+ 10.23% |
$116K - $122K
|
25.9K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 5.47% |
$52.4K - $55.1K
|
20.9K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.76K+ 2.66% |
$424K - $446K
|
337K
$8.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 40.21% |
$1.56M - $1.64M
|
113K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.38K+ 3.9% |
$164K - $172K
|
90.2K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 4.95% |
$115K - $121K
|
50.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 841.36% |
$2.5M - $2.63M
|
57.9K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.31K+ 14.32% |
$305K - $321K
|
50.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
159K+ 4.25% |
$7.7M - $8.1M
|
3.9M
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.51M+ 604.92% |
$170M - $179M
|
4.09M
$98.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 26.15% |
$7.56M - $7.95M
|
753K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 27.22% |
$2.37K - $2.49K
|
131
$3.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-800- 8.32% |
$38.7K - $40.7K
|
8.82K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.95M+ 2032.84% |
$94.5M - $99.4M
|
2.05M
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.19% |
$1.36K - $1.43K
|
14.4K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.3K+ 125.68% |
$450K - $473K
|
16.7K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55New |
$2.66K - $2.8K
|
55
$1.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
556K+ 5.49% |
$26.9M - $28.3M
|
10.7M
$258M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.12KNew |
$393K - $413K
|
8.12K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
104K+ 33743.51% |
$5.03M - $5.29M
|
104K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 10.71% |
$58.7K - $61.7K
|
10.1K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.43K- 5.88% |
$166K - $175K
|
54.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.87KNew |
$236K - $248K
|
4.87K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.68KNew |
$226K - $238K
|
4.68K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
25.5KNew |
$1.23M - $1.3M
|
25.5K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1M+ 710.63% |
$53.5M - $56.2M
|
1.26M
$30.5M
|
|