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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-424K- 99.7% |
$10.6M - $10.7M
|
1.29K
$32.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-179K- 30.63% |
$4.47M - $4.53M
|
405K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-142K- 30.34% |
$3.56M - $3.6M
|
326K
$8.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-126K- 6.65% |
$3.15M - $3.19M
|
1.77M
$44.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-72.9K- 28.82% |
$1.82M - $1.85M
|
180K
$4.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-61.8K- 20.27% |
$1.55M - $1.57M
|
243K
$6.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-51.6K- 4.4% |
$1.29M - $1.31M
|
1.12M
$28.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-31.4K- 53.9% |
$785K - $794K
|
26.8K
$673K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-24.7K- 52.6% |
$619K - $627K
|
22.3K
$560K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.6K- 33.8% |
$391K - $396K
|
30.6K
$768K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 5.81% |
$326K - $330K
|
211K
$5.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.6K- 9.77% |
$290K - $293K
|
107K
$2.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.3K- 7.26% |
$208K - $210K
|
106K
$2.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.1K- 11.85% |
$178K - $180K
|
52.8K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.88K- 18.49% |
$172K - $174K
|
30.3K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.03K- 5.41% |
$126K - $127K
|
87.8K
$2.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.77K- 3.42% |
$94.4K - $95.5K
|
106K
$2.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.78K- 14.36% |
$69.6K - $70.5K
|
16.6K
$417K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.09K- 9.85% |
$52.3K - $52.9K
|
19.1K
$480K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 2.77% |
$41.8K - $42.3K
|
58.7K
$1.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-1.66K- 0.8% |
$41.5K - $42.1K
|
205K
$5.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.64K- 3.42% |
$41.1K - $41.7K
|
46.4K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.03K- 15.35% |
$25.8K - $26.1K
|
5.68K
$143K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-950- 4.6% |
$23.8K - $24.1K
|
19.7K
$495K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-516- 1.49% |
$12.9K - $13.1K
|
34K
$854K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-510- 2.21% |
$12.8K - $12.9K
|
22.5K
$566K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-490- 2.61% |
$12.3K - $12.4K
|
18.3K
$460K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-391- 15.95% |
$9.79K - $9.91K
|
2.06K
$51.7K
|
|
|
Jan 20, 2026
Q4 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-303- 0.03% |
$7.58K - $7.68K
|
1.14M
$28.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-124- 6.84% |
$3.1K - $3.14K
|
1.69K
$42.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-55- 0.1% |
$1.38K - $1.39K
|
56.6K
$1.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-32- 1.18% |
$801 - $811
|
2.69K
$67.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-18- 9.09% |
$451 - $456
|
180
$4.52K
|
|
| Q3 2025 | |||||||
|
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
|
|
|
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 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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 28.04% |
$482K - $493K
|
50.1K
$1.26M
|
|
|
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
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-17.1K- 14.22% |
$423K - $432K
|
103K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-17.1K- 14.22% |
$423K - $432K
|
103K
$2.59M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-14.2K- 13.97% |
$350K - $358K
|
87.2K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-12.3K- 51.26% |
$303K - $310K
|
11.7K
$293K
|
|