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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
278+ 0.97% |
$6.86K - $7.02K
|
28.8K
$723K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
243+ 1.12% |
$6K - $6.14K
|
21.9K
$551K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
227+ 0.31% |
$5.6K - $5.73K
|
74.5K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
219+ 0.59% |
$5.41K - $5.53K
|
37.6K
$945K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202+ 2.03% |
$4.99K - $5.1K
|
10.2K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
191+ 0.97% |
$4.72K - $4.82K
|
19.8K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
186New |
$4.59K - $4.7K
|
186
$4.67K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
170+ 1.96% |
$4.2K - $4.29K
|
8.83K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
168+ 1.44% |
$4.15K - $4.24K
|
11.8K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
164+ 0.49% |
$4.05K - $4.14K
|
33.6K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
157+ 0.38% |
$3.88K - $3.97K
|
41.5K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
148New |
$3.65K - $3.74K
|
148
$3.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
142New |
$3.51K - $3.59K
|
142
$3.57K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142+ 16.25% |
$3.51K - $3.59K
|
1.02K
$25.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
129+ 0.07% |
$3.19K - $3.26K
|
176K
$4.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
129+ 0.98% |
$3.19K - $3.26K
|
13.3K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127+ 0.96% |
$3.14K - $3.21K
|
13.4K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
124+ 7.34% |
$3.06K - $3.13K
|
1.81K
$45.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
116+ 227.45% |
$2.86K - $2.93K
|
167
$4.19K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 0.97% |
$2.67K - $2.73K
|
11.2K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
108+ 0.72% |
$2.67K - $2.73K
|
15.1K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
107New |
$2.64K - $2.7K
|
107
$2.69K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
101+ 0.54% |
$2.49K - $2.55K
|
18.8K
$472K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
93New |
$2.3K - $2.35K
|
93
$2.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
90+ 0.96% |
$2.22K - $2.27K
|
9.51K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
80New |
$1.98K - $2.02K
|
80
$2.01K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76New |
$1.88K - $1.92K
|
76
$1.91K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76New |
$1.88K - $1.92K
|
76
$1.91K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
75New |
$1.85K - $1.89K
|
75
$1.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
46+ 0.22% |
$1.14K - $1.16K
|
21.3K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25New |
$617 - $632
|
25
$628
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
21+ 0.1% |
$518 - $530
|
20.2K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
10New |
$247 - $253
|
10
$251
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7+ 0.68% |
$173 - $177
|
1.03K
$26K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 1.14% |
$148 - $152
|
532
$13.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.04% |
$98.8 - $101
|
10.1K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$24.7 - $25.3
|
1
$25.1
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.77M+ 20.3% |
$92.5M - $94.5M
|
22.3M
$561M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
856KNew |
$21M - $21.5M
|
856K
$21.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
71.1KNew |
$1.74M - $1.78M
|
71.1K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
31.7KNew |
$777K - $794K
|
31.7K
$795K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.2KNew |
$692K - $707K
|
28.2K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.2KNew |
$619K - $633K
|
25.2K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.7KNew |
$558K - $570K
|
22.7K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19.9KNew |
$488K - $498K
|
19.9K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
17.9KNew |
$439K - $448K
|
17.9K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
16.9KNew |
$414K - $423K
|
16.9K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 154.47% |
$364K - $372K
|
24.5K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$320K - $327K
|
13K
$327K
|
|