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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
50.6K+ 8.82% |
$1.25M - $1.28M
|
625K
$15.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49.3K+ 22.3% |
$1.22M - $1.25M
|
270K
$6.79M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
47.8K+ 2.72% |
$1.18M - $1.21M
|
1.81M
$45.4M
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.1KNew |
$1.16M - $1.19M
|
47.1K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
46.2KNew |
$1.14M - $1.17M
|
46.2K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
43.9K+ 114.83% |
$1.08M - $1.11M
|
82.1K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
43.5K+ 3.95% |
$1.07M - $1.1M
|
1.14M
$28.7M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
43.4K+ 11.94% |
$1.07M - $1.1M
|
407K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
42.6K+ 6.1% |
$1.05M - $1.08M
|
741K
$18.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
42.4K+ 4.92% |
$1.05M - $1.07M
|
904K
$22.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.5KNew |
$1.02M - $1.05M
|
41.5K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
40.7K+ 52.34% |
$1M - $1.03M
|
118K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
37.2K+ 10.01% |
$919K - $940K
|
409K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37KNew |
$915K - $936K
|
37K
$930K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35.3K+ 36.38% |
$872K - $893K
|
132K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.7K+ 6.32% |
$857K - $877K
|
584K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
33.8K+ 27.18% |
$835K - $854K
|
158K
$3.97M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.7KNew |
$832K - $851K
|
33.7K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
32.3K+ 5.11% |
$797K - $816K
|
664K
$16.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32KNew |
$789K - $807K
|
32K
$803K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.9K+ 6.8% |
$739K - $756K
|
470K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.7K+ 162.4% |
$734K - $751K
|
48K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.5K+ 165.19% |
$728K - $744K
|
47.3K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.7K+ 8.08% |
$684K - $700K
|
370K
$9.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
27.3K+ 7.47% |
$675K - $690K
|
393K
$9.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.2K+ 14.61% |
$673K - $688K
|
214K
$5.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
26.9K+ 7.72% |
$665K - $680K
|
376K
$9.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
26.6K+ 3.36% |
$656K - $672K
|
817K
$20.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 9.78% |
$651K - $666K
|
296K
$7.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
26.1KNew |
$645K - $660K
|
26.1K
$656K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26K+ 156.54% |
$643K - $658K
|
42.7K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25.5K+ 9.24% |
$629K - $644K
|
301K
$7.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.8K+ 6.83% |
$613K - $628K
|
388K
$9.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
24.7K+ 27.54% |
$610K - $624K
|
114K
$2.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
23.9K+ 12.68% |
$591K - $605K
|
213K
$5.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 10.19% |
$590K - $604K
|
258K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
23.7K+ 2.28% |
$584K - $598K
|
1.06M
$26.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.6K+ 9.04% |
$582K - $595K
|
284K
$7.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
22.7K+ 6.05% |
$560K - $573K
|
398K
$9.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$549K - $562K
|
22.2K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2K+ 25.26% |
$548K - $560K
|
110K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
21.6K+ 4.79% |
$532K - $544K
|
472K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.5K+ 41.56% |
$531K - $543K
|
73.2K
$1.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.3K+ 4.98% |
$501K - $512K
|
427K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 13.47% |
$488K - $499K
|
166K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.5K+ 3.74% |
$480K - $491K
|
539K
$13.5M
|
|