Latest Institutional Purchases of Schwab Intermediate Term Us Tr (SCHR)

SCHR Quotes by TradingView

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
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
43
New
$1.06K - $1.08K
43 $1.08K
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
36
New
$883 - $903
36 $904
Aug 07, 2025 Q2 2025
Central Trust CO

Jefferson City, MO
BUY
 -
19
New
$466 - $476
19 $477
Jul 31, 2025 Q2 2025
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
18
New
$442 - $451
18 $452
Aug 14, 2025 Q2 2025
Connecticut Wealth Management, LLC

BUY
 -
9
+ 0.07%
$221 - $226
12.2K $305K
Aug 13, 2025 Q2 2025
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
6
New
$147 - $150
6 $151
Jul 23, 2025 Q2 2025
Friedenthal Financial

BUY
 -
5
+ 2.16%
$123 - $125
236 $5.93K
Aug 12, 2025 Q2 2025
Country Trust Bank

BUY
 -
2
New
$49.1 - $50.1
2 $50.2
Aug 08, 2025 Q2 2025
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
2
+ 1.82%
$49.1 - $50.1
112 $2.81K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
BUY
 -
149K
+ 1697.2%
$3.59M - $3.72M
158K $3.97M
May 09, 2025 Q1 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
59.1K
New
$1.42M - $1.47M
59.1K $1.48M
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
58.6K
+ 615.76%
$1.41M - $1.46M
68.2K $1.71M
Apr 10, 2025 Q1 2025
West Coast Financial LLC

BUY
 -
38.6K
+ 2.7%
$927K - $959K
1.47M $36.8M
May 09, 2025 Q1 2025
Capital Performance Advisors LLP

BUY
 -
29.3K
New
$705K - $729K
29.3K $736K
May 14, 2025 Q1 2025
Napa Wealth Management

Napa, CA
BUY
 -
20.3K
New
$487K - $504K
20.3K $509K
May 15, 2025 Q1 2025
Old Mission Capital LLC

BUY
 -
19K
New
$456K - $471K
19K $476K
Apr 21, 2025 Q1 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
17.2K
New
$413K - $427K
17.2K $431K
Apr 29, 2025 Q1 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
14.9K
New
$358K - $370K
14.9K $373K
Apr 29, 2025 Q1 2025
Financial Counselors Inc

BUY
 -
13.9K
+ 1.6%
$333K - $345K
880K $22.1M
May 14, 2025 Q1 2025
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
12.1K
New
$291K - $301K
12.1K $304K
Apr 23, 2025 Q1 2025
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
9.66K
New
$232K - $240K
9.66K $243K
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
8.85K
New
$213K - $220K
8.85K $222K
May 07, 2025 Q1 2025
Xtx Topco LTD

London, X0
BUY
 -
8.65K
New
$208K - $215K
8.65K $217K
May 20, 2025 Q1 2025
Integrity Alliance, Llc.

Urbandale, IA
BUY
 -
8.25K
New
$198K - $205K
8.25K $207K
Apr 23, 2025 Q1 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
8.21K
New
$197K - $204K
8.21K $206K
Apr 23, 2025 Q1 2025
Gen Trust, LLC

BUY
 -
8.15K
New
$196K - $203K
8.15K $205K
May 06, 2025 Q1 2025
Grove Street Fiduciary, LLC

Peterborough, NH
BUY
 -
8.09K
New
$194K - $201K
8.09K $203K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
7.8K
New
$187K - $194K
7.8K $196K
Apr 09, 2025 Q1 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
5.28K
New
$127K - $131K
5.28K $133K
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
4.84K
New
$116K - $120K
4.84K $121K
May 29, 2025 Q1 2025
Quaker Wealth Management, LLC

BUY
 PUT
3.05K
New
$73.4K - $75.9K
3.05K $76.7K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.79K
+ 3093.1%
$43.1K - $44.6K
1.85K $46.5K
Apr 28, 2025 Q1 2025
First Horizon Advisors, Inc.

BUY
 -
1.61K
New
$38.8K - $40.1K
1.61K $40.5K
Apr 28, 2025 Q1 2025
Rosenberg Matthew Hamilton

BUY
 -
1.36K
+ 8481.25%
$32.6K - $33.7K
1.37K $34.5K
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
678
New
$16.3K - $16.9K
678 $17K
May 14, 2025 Q1 2025
Purus Wealth Management, LLC

BUY
 -
285
+ 3.31%
$6.85K - $7.09K
8.89K $223K
Apr 16, 2025 Q1 2025
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
284
New
$6.83K - $7.06K
284 $7.13K
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
266
+ 4433.33%
$6.4K - $6.61K
272 $6.83K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
187
New
$4.5K - $4.65K
187 $4.7K
May 06, 2025 Q1 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
184
New
$4.43K - $4.57K
184 $4.62K
May 02, 2025 Q1 2025
Graybill Bartz & Assoc LTD

BUY
 -
170
New
$4.09K - $4.23K
170 $4.27K
May 12, 2025 Q1 2025
South State Corp

BUY
 -
104
New
$2.5K - $2.59K
104 $2.61K
May 12, 2025 Q1 2025
Simplex Trading, LLC

BUY
 -
76
New
$1.83K - $1.89K
76 $1.91K
May 01, 2025 Q1 2025
Key F Inancial Inc

BUY
 -
67
+ 68.37%
$1.61K - $1.67K
165 $4.14K
Apr 17, 2025 Q1 2025
Hanson & Doremus Investment Management

BUY
 -
39
+ 1.15%
$938 - $970
3.44K $86.5K
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
14
New
$337 - $348
14 $352
Q4 2024
Feb 10, 2025 Q4 2024
Madison Investment Advisors, LLC

Madison, WI
BUY
 -
2.32M
New
$56M - $117M
2.32M $58.2M
Feb 14, 2025 Q4 2024
State Street Corp

Boston, MA
BUY
 -
1.45M
+ 100.0%
$35.1M - $73.3M
2.9M $72.8M

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