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 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.85K+ 114.32% |
$144K - $148K
|
11K
$275K
|
|
|
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
|
|
|
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 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
|
|
|
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 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.7K+ 10.26% |
$66.7K - $68.2K
|
29K
$729K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.63K+ 4.72% |
$40.2K - $41.1K
|
36.2K
$908K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.6KNew |
$39.5K - $40.4K
|
1.6K
$40.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 2.35% |
$38.5K - $39.4K
|
67.9K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 3.43% |
$38K - $38.9K
|
46.4K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.48K+ 13.65% |
$36.4K - $37.3K
|
12.3K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.47K+ 12.84% |
$36.3K - $37.2K
|
12.9K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.4K+ 8.12% |
$34.6K - $35.4K
|
18.7K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 2.91% |
$34K - $34.8K
|
48.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.37KNew |
$33.8K - $34.6K
|
1.37K
$34.4K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.35K+ 1.72% |
$33.3K - $34.1K
|
79.9K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.3K+ 0.9% |
$32K - $32.7K
|
145K
$3.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.27K+ 3.14% |
$31.5K - $32.2K
|
41.9K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 2.93% |
$31.2K - $31.9K
|
44.4K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 3.9% |
$30K - $30.7K
|
32.4K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.21K+ 3.98% |
$29.9K - $30.6K
|
31.6K
$794K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.16K+ 5.35% |
$28.7K - $29.4K
|
22.9K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.12KNew |
$27.7K - $28.3K
|
1.12K
$28.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.12K+ 51.26% |
$27.7K - $28.3K
|
3.31K
$83K
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.09K+ 1.14% |
$26.8K - $27.4K
|
96.5K
$2.42M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$25.9K - $26.5K
|
1.05K
$26.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 335.92% |
$25.6K - $26.2K
|
1.35K
$33.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
924+ 19.33% |
$22.8K - $23.3K
|
5.7K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
851+ 1.79% |
$21K - $21.5K
|
48.5K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
811New |
$20K - $20.5K
|
811
$20.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
751+ 2.45% |
$18.5K - $19K
|
31.3K
$787K
|
|