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
|
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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
725+ 0.55% |
$17.9K - $18.3K
|
132K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
704+ 3.21% |
$17.4K - $17.8K
|
22.7K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
678+ 5.14% |
$16.7K - $17.1K
|
13.9K
$348K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
668+ 7.28% |
$16.5K - $16.9K
|
9.84K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
646+ 7.34% |
$15.9K - $16.3K
|
9.45K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
631New |
$15.6K - $15.9K
|
631
$15.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
569+ 7.88% |
$14K - $14.4K
|
7.79K
$196K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
545New |
$13.5K - $13.8K
|
545
$13.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473+ 18.07% |
$11.7K - $11.9K
|
3.09K
$77.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
470New |
$11.6K - $11.9K
|
470
$11.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
463+ 1.17% |
$11.4K - $11.7K
|
40K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
450+ 3.1% |
$11.1K - $11.4K
|
15K
$376K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
417+ 0.92% |
$10.3K - $10.5K
|
45.9K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
395+ 2.39% |
$9.75K - $9.98K
|
17K
$426K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
382+ 323.73% |
$9.43K - $9.65K
|
500
$12.6K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
345+ 0.73% |
$8.52K - $8.71K
|
47.5K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
340+ 4.19% |
$8.39K - $8.59K
|
8.46K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
303+ 5.25% |
$7.48K - $7.65K
|
6.08K
$153K
|
|
|
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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202+ 2.03% |
$4.99K - $5.1K
|
10.2K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
186New |
$4.59K - $4.7K
|
186
$4.67K
|
|
|
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 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
116+ 227.45% |
$2.86K - $2.93K
|
167
$4.19K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
107New |
$2.64K - $2.7K
|
107
$2.69K
|
|
|
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
|
|