Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.46M- 90.98% |
$36M - $36.9M
|
145K
$3.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-508K- 44.74% |
$12.5M - $12.8M
|
627K
$15.7M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-263K- 44.83% |
$6.5M - $6.65M
|
324K
$8.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-112K- 16.1% |
$2.76M - $2.83M
|
583K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-99.2K- 63.03% |
$2.45M - $2.51M
|
58.2K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-95.4K- 27.39% |
$2.35M - $2.41M
|
253K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-68.2K- 5.64% |
$1.68M - $1.72M
|
1.14M
$28.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59.6K- 34.22% |
$1.47M - $1.51M
|
115K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-54.1K- 64.01% |
$1.34M - $1.37M
|
30.4K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.1K- 18.55% |
$1.19M - $1.22M
|
211K
$5.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.4K- 39.94% |
$948K - $969K
|
57.7K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 10.99% |
$929K - $950K
|
305K
$7.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-36.1K- 21.34% |
$891K - $912K
|
133K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-35.4K- 27.87% |
$875K - $895K
|
91.7K
$2.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-29.6K- 2.93% |
$730K - $747K
|
979K
$24.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-28.9K- 18.94% |
$714K - $731K
|
124K
$3.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-25.7K- 19.2% |
$633K - $648K
|
108K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.9K- 31.2% |
$517K - $529K
|
46.2K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 28.04% |
$482K - $493K
|
50.1K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 24.18% |
$476K - $487K
|
60.4K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-18.9K- 1.67% |
$466K - $477K
|
1.11M
$28M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18.8K- 20.6% |
$465K - $476K
|
72.6K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-17.1K- 14.22% |
$423K - $432K
|
103K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-17.1K- 14.22% |
$423K - $432K
|
103K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-12.3K- 51.26% |
$303K - $310K
|
11.7K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-12.2K- 18.49% |
$301K - $308K
|
53.8K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-11.9K- 6.7% |
$294K - $300K
|
166K
$4.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.7K- 0.99% |
$289K - $296K
|
1.17M
$29.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-11K- 6.7% |
$271K - $277K
|
153K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 25.68% |
$271K - $277K
|
31.7K
$797K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 24.11% |
$267K - $273K
|
34K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.93K- 16.48% |
$245K - $251K
|
50.3K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.41K- 1.58% |
$208K - $213K
|
524K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
SELL
|
- |
-8.37K- 28.51% |
$207K - $211K
|
21K
$527K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.65K- 45.57% |
$189K - $193K
|
9.14K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-7.57K- 4.05% |
$187K - $191K
|
179K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-7.41K- 21.06% |
$183K - $187K
|
27.8K
$698K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.85K- 15.54% |
$169K - $173K
|
37.2K
$935K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6.82K- 3.29% |
$168K - $172K
|
200K
$5.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.76K- 1.1% |
$167K - $171K
|
606K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-5.51K- 2.59% |
$136K - $139K
|
207K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.36K- 22.88% |
$132K - $135K
|
18.1K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.33K- 18.9% |
$132K - $135K
|
22.9K
$574K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.28K- 1.56% |
$130K - $133K
|
332K
$8.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.22K- 23.26% |
$129K - $132K
|
17.2K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.13K- 9.64% |
$127K - $130K
|
48.1K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.1K- 31.28% |
$126K - $129K
|
11.2K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.8K- 4.2% |
$118K - $121K
|
109K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.42K- 22.86% |
$109K - $112K
|
14.9K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.37K- 6.55% |
$108K - $110K
|
62.4K
$1.57M
|
|