Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)
This list provides information on the latest institutional transactions involving Schwab Intermediate Term Us Tr (SCHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.74M+ 110.79% |
$42.1M - $87.9M
|
3.31M
$80.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.33M+ 105.57% |
$32.2M - $67.3M
|
2.59M
$63M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.15M+ 132.18% |
$27.8M - $58.1M
|
2.02M
$49M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
880K+ 89.74% |
$21.3M - $44.5M
|
1.86M
$45.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
754K+ 205.89% |
$18.2M - $38.1M
|
1.12M
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
750K+ 110.61% |
$18.1M - $37.9M
|
1.43M
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
702K+ 108.97% |
$17M - $35.5M
|
1.35M
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
697KNew |
$16.9M - $35.3M
|
697K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
681K+ 64.15% |
$16.5M - $34.4M
|
1.74M
$42.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
597K+ 104.72% |
$14.4M - $30.2M
|
1.17M
$28.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
583K+ 110.25% |
$14.1M - $29.5M
|
1.11M
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
503K+ 105.94% |
$12.2M - $25.4M
|
978K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
460K+ 110.55% |
$11.1M - $23.3M
|
876K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
413K+ 394.25% |
$9.98M - $20.9M
|
517K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
386K+ 123.64% |
$9.34M - $19.5M
|
698K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
305K+ 109.29% |
$7.38M - $15.4M
|
585K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
282K+ 115.16% |
$6.83M - $14.3M
|
528K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219K+ 126.62% |
$5.29M - $11.1M
|
391K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
215KNew |
$5.19M - $10.9M
|
215K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204K+ 105.86% |
$4.92M - $10.3M
|
396K
$9.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
190K+ 111.72% |
$4.6M - $9.61M
|
360K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
180KNew |
$4.35M - $9.11M
|
180K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164KNew |
$3.97M - $8.3M
|
164K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
134K+ 117.7% |
$3.25M - $6.79M
|
248K
$6.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
124K+ 99.84% |
$3M - $6.28M
|
248K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119K+ 133.18% |
$2.88M - $6.03M
|
209K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
115K+ 102.31% |
$2.79M - $5.84M
|
228K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
109K+ 107.85% |
$2.63M - $5.49M
|
209K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
90.9K+ 992.73% |
$2.2M - $4.6M
|
100K
$2.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
89.2K+ 104.43% |
$2.16M - $4.51M
|
175K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
85.1K+ 91.31% |
$2.06M - $4.3M
|
178K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80.9K+ 123.94% |
$1.96M - $4.09M
|
146K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
70K+ 12.18% |
$1.69M - $3.54M
|
644K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
68.2K+ 100.11% |
$1.65M - $3.45M
|
136K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
66.8K+ 21.17% |
$1.62M - $3.38M
|
382K
$9.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
59.8K+ 94.48% |
$1.45M - $3.02M
|
123K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
56.1K+ 124.52% |
$1.36M - $2.84M
|
101K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55.8K+ 113.64% |
$1.35M - $2.82M
|
105K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55.6K+ 114.82% |
$1.34M - $2.81M
|
104K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
55.3K+ 106.11% |
$1.34M - $2.8M
|
107K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
53.4K+ 108.53% |
$1.29M - $2.7M
|
103K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 141.86% |
$1.13M - $2.37M
|
79.9K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
46.4K+ 52.38% |
$1.12M - $2.34M
|
135K
$3.28M
|
|
|
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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33.1K+ 48.09% |
$800K - $1.67M
|
102K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
32.4K+ 10.58% |
$783K - $1.64M
|
338K
$8.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
31.2K+ 110.34% |
$754K - $1.58M
|
59.4K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29.6K+ 126.13% |
$715K - $1.5M
|
53K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$681K - $1.42M
|
28.2K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26.5K+ 81.6% |
$642K - $1.34M
|
59.1K
$1.44M
|