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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 10.19% |
$590K - $604K
|
258K
$6.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.6K+ 9.04% |
$582K - $595K
|
284K
$7.14M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$477K - $488K
|
19.3K
$485K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.98% |
$445K - $455K
|
276K
$6.93M
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12.3K+ 18.14% |
$303K - $310K
|
79.9K
$2.01M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.92KNew |
$245K - $251K
|
9.92K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
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 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
|
|
|
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
|
|
|
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
|
|