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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$477K - $488K
|
19.3K
$485K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 4.22% |
$468K - $479K
|
469K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.98% |
$445K - $455K
|
276K
$6.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18K+ 27.27% |
$444K - $455K
|
84K
$2.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18KNew |
$444K - $454K
|
18K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.8K+ 19.12% |
$438K - $449K
|
111K
$2.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 9.99% |
$430K - $440K
|
192K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
17.1KNew |
$422K - $432K
|
17.1K
$429K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
17.1K+ 2.1% |
$421K - $431K
|
831K
$20.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
16KNew |
$396K - $405K
|
16K
$403K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15.7K+ 2.69% |
$387K - $396K
|
598K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.6K+ 16.77% |
$384K - $393K
|
108K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15.5KNew |
$383K - $392K
|
15.5K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15KNew |
$370K - $378K
|
15K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
14.6K+ 56.16% |
$361K - $369K
|
40.7K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.6K+ 12.19% |
$360K - $368K
|
134K
$3.36M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14K+ 53.16% |
$347K - $355K
|
40.5K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
14K+ 4.21% |
$346K - $354K
|
347K
$8.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.8K+ 14.12% |
$340K - $348K
|
111K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 1.89% |
$329K - $336K
|
718K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 6.9% |
$316K - $323K
|
198K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.8KNew |
$315K - $322K
|
12.8K
$320K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.5K+ 12.22% |
$307K - $315K
|
114K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12.3K+ 18.14% |
$303K - $310K
|
79.9K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
11.4K+ 2.51% |
$280K - $287K
|
464K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11.2K+ 15.91% |
$278K - $284K
|
81.9K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.2K+ 1.26% |
$275K - $282K
|
894K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1K+ 27.04% |
$273K - $279K
|
51.9K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11KNew |
$271K - $277K
|
11K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11K+ 10.99% |
$271K - $277K
|
111K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.8K+ 87.16% |
$268K - $274K
|
23.3K
$585K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.8K+ 31.46% |
$268K - $274K
|
45.3K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.4K+ 5.37% |
$256K - $262K
|
203K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
9.92KNew |
$245K - $251K
|
9.92K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.92KNew |
$245K - $251K
|
9.92K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.82K+ 26.79% |
$242K - $248K
|
46.5K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.75K+ 2.85% |
$241K - $246K
|
352K
$8.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.7K+ 8.65% |
$239K - $245K
|
122K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.68K+ 43.2% |
$239K - $245K
|
32.1K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.62KNew |
$238K - $243K
|
9.62K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.49KNew |
$234K - $240K
|
9.49K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.4KNew |
$232K - $237K
|
9.4K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.38KNew |
$231K - $237K
|
9.38K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.16K+ 3.88% |
$226K - $231K
|
245K
$6.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.01% |
$226K - $231K
|
92.1K
$2.31M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.05K+ 4.49% |
$223K - $229K
|
211K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$223K - $228K
|
9.03K
$227K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.97KNew |
$221K - $227K
|
8.97K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.96KNew |
$221K - $226K
|
8.96K
$225K
|
|