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 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
73+ 0.83% |
$1.83K - $1.85K
|
8.9K
$223K
|
|
|
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 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 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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
52K+ 3.69% |
$1.28M - $1.31M
|
1.46M
$36.7M
|
|
|
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 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
43.5K+ 3.95% |
$1.07M - $1.1M
|
1.14M
$28.7M
|
|
|
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 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 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
|
|
|
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
|
|