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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-252K- 90.3% |
$6.11M - $12.8M
|
27.1K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-63K- 5.77% |
$1.52M - $3.19M
|
1.03M
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-47.3K- 97.01% |
$1.14M - $2.39M
|
1.46K
$35.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47K- 30.65% |
$1.14M - $2.38M
|
106K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 3.85% |
$1.01M - $2.1M
|
1.04M
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.6K- 29.37% |
$1.01M - $2.1M
|
100K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-25.9K- 7.87% |
$627K - $1.31M
|
304K
$7.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.2K- 4.11% |
$367K - $767K
|
354K
$8.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.1K- 52.37% |
$293K - $613K
|
11K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 58.89% |
$75.5K - $158K
|
2.18K
$52.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.7K- 99.85% |
$65.3K - $137K
|
4
$96.8
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.66K- 13.17% |
$64.2K - $134K
|
17.5K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 40.0% |
$46.7K - $97.7K
|
2.9K
$70.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 58.58% |
$45.6K - $95.4K
|
1.33K
$32.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 0.58% |
$31.8K - $66.5K
|
226K
$5.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 11.29% |
$23.2K - $48.5K
|
7.54K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-124- 9.8% |
$3K - $6.27K
|
1.14K
$27.6K
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-108K- 13.28% |
$5.22M - $5.49M
|
704K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.8K- 4.4% |
$1.2M - $1.26M
|
539K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.6K- 62.21% |
$947K - $996K
|
11.9K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.2K- 1.96% |
$832K - $875K
|
860K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$792K - $833K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.41K- 18.62% |
$213K - $224K
|
19.3K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.02K- 25.59% |
$194K - $204K
|
11.7K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.43K- 5.88% |
$166K - $175K
|
54.9K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.09K- 40.94% |
$149K - $157K
|
4.45K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.43% |
$111K - $117K
|
49.6K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$24.2
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 10.09% |
$85.5K - $90K
|
15.7K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$33.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.5K- 4.39% |
$72.7K - $76.5K
|
32.8K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 10.71% |
$58.7K - $61.7K
|
10.1K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 24.63% |
$50.9K - $53.5K
|
3.22K
$77.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-848- 4.65% |
$41K - $43.2K
|
17.4K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-805- 4.59% |
$39K - $41K
|
16.7K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-800- 8.32% |
$38.7K - $40.7K
|
8.82K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-479- 3.72% |
$23.2K - $24.4K
|
12.4K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-318- 1.32% |
$15.4K - $16.2K
|
23.8K
$575K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-136- 10.42% |
$6.58K - $6.92K
|
1.17K
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 27.22% |
$2.37K - $2.49K
|
131
$3.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.19% |
$1.36K - $1.43K
|
14.4K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 30.14% |
$1.06K - $1.12K
|
51
$1.23K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.25% |
$1.06K - $1.12K
|
8.91K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 15.94% |
$532 - $560
|
58
$1.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 6.45% |
$96.8 - $102
|
29
$702
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.54% |
$48.4 - $50.9
|
183
$4.43K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.26M- 97.68% |
$108M - $111M
|
53.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.4K- 45.33% |
$1.03M - $1.05M
|
25.8K
$625K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15.3K- 99.93% |
$730K - $747K
|
10
$242
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.87K- 98.99% |
$472K - $483K
|
101
$2.44K
|
|