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 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.81K+ 35.41% |
$217K - $222K
|
33.7K
$846K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.72K+ 36.91% |
$215K - $220K
|
32.4K
$813K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.53K+ 13.63% |
$211K - $215K
|
71.1K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.3KNew |
$205K - $210K
|
8.3K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
8.02KNew |
$198K - $202K
|
8.02K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.97K+ 113785.71% |
$197K - $201K
|
7.97K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.7K+ 8.89% |
$190K - $194K
|
94.2K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.1K+ 36.95% |
$175K - $179K
|
26.3K
$661K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
7K+ 2.15% |
$173K - $177K
|
333K
$8.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.41K+ 14.35% |
$158K - $162K
|
51.1K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.37K+ 41.2% |
$157K - $161K
|
21.8K
$548K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.25K+ 360.91% |
$154K - $158K
|
7.98K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6.22KNew |
$154K - $157K
|
6.22K
$156K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.11KNew |
$151K - $154K
|
6.11K
$153K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.85K+ 114.32% |
$144K - $148K
|
11K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.77K+ 13.98% |
$142K - $146K
|
47K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.52K+ 2.38% |
$136K - $139K
|
238K
$5.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.5K+ 6.69% |
$136K - $139K
|
87.8K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.04K+ 7.74% |
$124K - $127K
|
70.2K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
4.97K+ 4.45% |
$123K - $125K
|
117K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.93K+ 911.28% |
$122K - $125K
|
5.47K
$137K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
4.78K+ 2.77% |
$118K - $121K
|
177K
$4.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.74K+ 11.82% |
$117K - $120K
|
44.8K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 5.7% |
$111K - $114K
|
83.7K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 10.82% |
$108K - $110K
|
44.7K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.18KNew |
$103K - $105K
|
4.18K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.16K+ 2.82% |
$103K - $105K
|
152K
$3.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.16K+ 21.12% |
$103K - $105K
|
23.9K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.15K+ 14.17% |
$103K - $105K
|
33.5K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.76K+ 29.15% |
$92.7K - $94.9K
|
16.6K
$418K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.67K+ 5.01% |
$90.6K - $92.7K
|
77K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 40.39% |
$90K - $92.1K
|
12.7K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.56K+ 127.84% |
$87.9K - $89.9K
|
6.34K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.54K+ 5.52% |
$87.5K - $89.5K
|
67.8K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.21K+ 5.24% |
$79.2K - $81K
|
64.4K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.15K+ 3.77% |
$77.7K - $79.5K
|
86.6K
$2.17M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14KNew |
$77.6K - $79.4K
|
3.14K
$78.9K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.13KNew |
$77.3K - $79.1K
|
3.13K
$78.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95KNew |
$72.9K - $74.6K
|
2.95K
$74.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.88K+ 0.45% |
$71K - $72.6K
|
635K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$68.6K - $70.1K
|
107K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.72KNew |
$67.1K - $68.7K
|
2.72K
$68.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.7K+ 10.26% |
$66.7K - $68.2K
|
29K
$729K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.59K+ 0.61% |
$64K - $65.5K
|
428K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.49K+ 2.81% |
$61.5K - $62.9K
|
91.1K
$2.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.75% |
$61.4K - $62.8K
|
92.9K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.26K+ 2.42% |
$55.9K - $57.2K
|
95.7K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 1.72% |
$53.9K - $55.2K
|
129K
$3.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.82K+ 16.66% |
$45K - $46K
|
12.8K
$320K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.65KNew |
$40.6K - $41.6K
|
1.65K
$41.3K
|
|