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 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.28M+ 46.56% |
$32M - $32.4M
|
4.03M
$101M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
976K+ 54.04% |
$24.4M - $24.7M
|
2.78M
$69.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
413K+ 894.34% |
$10.3M - $10.5M
|
460K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
361K+ 15.54% |
$9.02M - $9.14M
|
2.68M
$67.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
252KNew |
$6.31M - $6.39M
|
252K
$6.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
250K+ 8.56% |
$6.27M - $6.34M
|
3.17M
$79.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
245KNew |
$6.14M - $6.21M
|
245K
$6.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
203K+ 5.89% |
$5.09M - $5.16M
|
3.66M
$91.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
180K+ 15.46% |
$4.5M - $4.56M
|
1.34M
$33.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
145K+ 183.0% |
$3.64M - $3.68M
|
225K
$5.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
138K+ 10.78% |
$3.45M - $3.49M
|
1.42M
$35.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 2.92% |
$2.67M - $2.7M
|
3.76M
$94.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
91.8K+ 474.93% |
$2.3M - $2.33M
|
111K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
82.2K+ 152.99% |
$2.06M - $2.08M
|
136K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
79.3KNew |
$1.99M - $2.01M
|
79.3K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
76K+ 21.9% |
$1.9M - $1.93M
|
423K
$10.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
75.1K+ 5.91% |
$1.88M - $1.9M
|
1.35M
$33.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
74.5K+ 14.21% |
$1.87M - $1.89M
|
599K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
74.3K+ 22.36% |
$1.86M - $1.88M
|
407K
$10.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
72.7KNew |
$1.82M - $1.84M
|
72.7K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Advocate Group LLC
|
BUY
|
- |
69K+ 20.51% |
$1.73M - $1.75M
|
405K
$10.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
64.6K+ 44.28% |
$1.62M - $1.64M
|
211K
$5.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53.6K+ 19.82% |
$1.34M - $1.36M
|
324K
$8.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53.2K+ 40.14% |
$1.33M - $1.35M
|
186K
$4.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
52.3K+ 27.17% |
$1.31M - $1.33M
|
245K
$6.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.1KNew |
$1.08M - $1.09M
|
43.1K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
36.3K+ 6.06% |
$908K - $919K
|
634K
$15.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
36KNew |
$901K - $912K
|
36K
$904K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
33.5KNew |
$839K - $850K
|
33.5K
$842K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33K+ 24.62% |
$826K - $836K
|
167K
$4.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
27.6K+ 6.93% |
$690K - $699K
|
425K
$10.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27.4K+ 57.97% |
$686K - $695K
|
74.7K
$1.88M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1K+ 28.1% |
$577K - $584K
|
105K
$2.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
21.7K+ 3.48% |
$544K - $551K
|
646K
$16.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
21.4K+ 37.37% |
$537K - $543K
|
78.8K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 9.41% |
$478K - $484K
|
222K
$5.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
18.4K+ 19.51% |
$460K - $466K
|
113K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
16K+ 13.16% |
$401K - $406K
|
138K
$3.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.1K+ 15.57% |
$327K - $331K
|
97.1K
$2.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
11.7K+ 8.77% |
$292K - $295K
|
145K
$3.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11.6K+ 14.15% |
$290K - $294K
|
93.5K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11.5K+ 113.77% |
$289K - $293K
|
21.7K
$545K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
11.2K+ 13.28% |
$281K - $285K
|
95.8K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
10.4K+ 92.46% |
$260K - $263K
|
21.6K
$542K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.18K+ 102.04% |
$230K - $233K
|
18.2K
$456K
|
|
|
Jan 26, 2026
Q4 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
9.07K+ 21.66% |
$227K - $230K
|
51K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$224K - $227K
|
8.97K
$225K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.54K+ 8.18% |
$189K - $191K
|
99.6K
$2.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.34K+ 39.96% |
$159K - $161K
|
22.2K
$558K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.87KNew |
$147K - $149K
|
5.87K
$147K
|
|