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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 24.63% |
$50.9K - $53.5K
|
3.22K
$77.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.54% |
$48.4 - $50.9
|
183
$4.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.77K+ 3.41% |
$328K - $345K
|
205K
$4.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.59K+ 4.31% |
$416K - $437K
|
208K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
733+ 5.97% |
$35.5K - $37.3K
|
13K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.4K+ 66.11% |
$843K - $887K
|
43.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.9K+ 445.17% |
$4.59M - $4.83M
|
116K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.6K+ 251.61% |
$2.4M - $2.53M
|
69.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.43% |
$111K - $117K
|
49.6K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 11.07% |
$618K - $650K
|
128K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 6.58% |
$837K - $881K
|
280K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
11K+ 6.66% |
$532K - $559K
|
176K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.02K- 25.59% |
$194K - $204K
|
11.7K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
476+ 540.91% |
$23K - $24.2K
|
564
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-318- 1.32% |
$15.4K - $16.2K
|
23.8K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.03KNew |
$195K - $205K
|
4.03K
$97.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-479- 3.72% |
$23.2K - $24.4K
|
12.4K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 30.14% |
$1.06K - $1.12K
|
51
$1.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 6.31% |
$1.02M - $1.07M
|
354K
$8.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$2.42K - $2.55K
|
50
$1.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
328New |
$15.9K - $16.7K
|
328
$7.94K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13KNew |
$628K - $660K
|
13K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.6K- 62.21% |
$947K - $996K
|
11.9K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
149+ 1.29% |
$7.21K - $7.59K
|
11.7K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
90+ 1.91% |
$4.36K - $4.58K
|
4.8K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.01K+ 3.27% |
$48.7K - $51.3K
|
31.8K
$769K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 10.09% |
$85.5K - $90K
|
15.7K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.2K- 1.96% |
$832K - $875K
|
860K
$20.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33K+ 387.01% |
$1.6M - $1.68M
|
41.5K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-136- 10.42% |
$6.58K - $6.92K
|
1.17K
$28.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.42K+ 44.62% |
$407K - $429K
|
27.3K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
892+ 3.67% |
$43.2K - $45.4K
|
25.2K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.5K- 4.39% |
$72.7K - $76.5K
|
32.8K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.09K- 40.94% |
$149K - $157K
|
4.45K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.44K+ 47.64% |
$360K - $379K
|
23K
$558K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$33.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
41.9K+ 106.5% |
$2.03M - $2.13M
|
81.2K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.24K+ 178.97% |
$302K - $318K
|
9.72K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 3.34% |
$174K - $183K
|
111K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$24.2
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.25% |
$1.06K - $1.12K
|
8.91K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
955+ 2.91% |
$46.2K - $48.6K
|
33.7K
$817K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.8K- 4.4% |
$1.2M - $1.26M
|
539K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 6.45% |
$96.8 - $102
|
29
$702
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
270New |
$13.1K - $13.7K
|
270
$6.53K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
133K+ 107.69% |
$6.46M - $6.8M
|
257K
$6.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.41K- 18.62% |
$213K - $224K
|
19.3K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.6K+ 56.92% |
$1.72M - $1.81M
|
98.2K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
46.7K+ 718.98% |
$2.26M - $2.38M
|
53.2K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 1.37% |
$4.84K - $5.09K
|
7.4K
$179K
|