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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
731+ 0.87% |
$18.3K - $18.5K
|
84.4K
$2.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
711+ 7.1% |
$17.8K - $18K
|
10.7K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
505+ 0.49% |
$12.6K - $12.8K
|
105K
$2.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
394+ 1.92% |
$9.86K - $9.98K
|
20.9K
$524K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
383+ 3.03% |
$9.59K - $9.71K
|
13K
$328K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
376+ 30.18% |
$9.41K - $9.53K
|
1.62K
$40.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287+ 0.76% |
$7.18K - $7.27K
|
37.9K
$952K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
261+ 1.31% |
$6.53K - $6.61K
|
20.2K
$508K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
142+ 1.27% |
$3.55K - $3.6K
|
11.3K
$285K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
141+ 0.93% |
$3.53K - $3.57K
|
15.2K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
56New |
$1.4K - $1.42K
|
56
$1.41K
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.45M+ 2.91% |
$159M - $163M
|
228M
$5.73B
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.45M+ 11.85% |
$35.8M - $36.6M
|
13.7M
$344M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.23M+ 74.59% |
$30.5M - $31.2M
|
2.89M
$72.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 44.88% |
$27.8M - $28.5M
|
3.64M
$91.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
606K+ 7.56% |
$15M - $15.3M
|
8.61M
$216M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
550K+ 54.27% |
$13.6M - $13.9M
|
1.56M
$39.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
498KNew |
$12.3M - $12.6M
|
498K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
391K+ 10.38% |
$9.65M - $9.87M
|
4.15M
$104M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
354KNew |
$8.74M - $8.94M
|
354K
$8.89M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
347KNew |
$8.57M - $8.77M
|
347K
$8.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
306K+ 13.07% |
$7.56M - $7.74M
|
2.65M
$66.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
292K+ 244.08% |
$7.2M - $7.36M
|
411K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
207K+ 4.42% |
$5.12M - $5.24M
|
4.9M
$123M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 25.35% |
$4.01M - $4.1M
|
803K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162K+ 82.04% |
$4.01M - $4.1M
|
360K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
157KNew |
$3.87M - $3.96M
|
157K
$3.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
149K+ 56.53% |
$3.69M - $3.78M
|
414K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
146KNew |
$3.6M - $3.69M
|
146K
$3.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
132K+ 11.73% |
$3.27M - $3.34M
|
1.26M
$31.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
130K+ 8.22% |
$3.22M - $3.29M
|
1.71M
$43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
128K+ 25.81% |
$3.16M - $3.24M
|
625K
$15.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
128K+ 7.23% |
$3.16M - $3.23M
|
1.89M
$47.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
117K+ 320.49% |
$2.9M - $2.96M
|
154K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
112K+ 8.09% |
$2.76M - $2.82M
|
1.49M
$37.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
104KNew |
$2.57M - $2.63M
|
104K
$2.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
101KNew |
$2.49M - $2.55M
|
101K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.8K+ 11.08% |
$2.39M - $2.45M
|
971K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.3K+ 6.36% |
$1.98M - $2.03M
|
1.34M
$33.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
77.1K+ 3.91% |
$1.9M - $1.95M
|
2.05M
$51.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77K+ 38.66% |
$1.9M - $1.95M
|
276K
$6.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.4K+ 12.33% |
$1.52M - $1.55M
|
560K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.6K+ 5.62% |
$1.47M - $1.5M
|
1.12M
$28.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.1K+ 340.63% |
$1.34M - $1.37M
|
70K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
52K+ 3.69% |
$1.28M - $1.31M
|
1.46M
$36.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
48.7K+ 158.01% |
$1.2M - $1.23M
|
79.4K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
48K+ 511.7% |
$1.19M - $1.21M
|
57.4K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
47.5K+ 16.78% |
$1.17M - $1.2M
|
331K
$8.31M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
47.3K+ 4.13% |
$1.17M - $1.2M
|
1.19M
$29.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
46.2KNew |
$1.14M - $1.17M
|
46.2K
$1.16M
|
|