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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.04M- 99.57% |
$49.4M - $103M
|
8.81K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-904K- 71.73% |
$21.9M - $45.7M
|
356K
$8.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-252K- 90.3% |
$6.11M - $12.8M
|
27.1K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-63K- 5.77% |
$1.52M - $3.19M
|
1.03M
$25.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-47.3K- 97.01% |
$1.14M - $2.39M
|
1.46K
$35.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47K- 30.65% |
$1.14M - $2.38M
|
106K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.8K- 81.65% |
$1.08M - $2.27M
|
10.1K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41.6K- 3.85% |
$1.01M - $2.1M
|
1.04M
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.6K- 29.37% |
$1.01M - $2.1M
|
100K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 68.88% |
$886K - $1.85M
|
16.5K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-25.9K- 7.87% |
$627K - $1.31M
|
304K
$7.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.2K- 4.11% |
$367K - $767K
|
354K
$8.63M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.1K- 52.37% |
$293K - $613K
|
11K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 58.89% |
$75.5K - $158K
|
2.18K
$53.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 7.11% |
$75.3K - $157K
|
40.6K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.7K- 99.85% |
$65.3K - $137K
|
4
$97.6
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.66K- 13.17% |
$64.2K - $134K
|
17.5K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 40.0% |
$46.7K - $97.7K
|
2.9K
$70.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 58.58% |
$45.6K - $95.4K
|
1.33K
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 0.58% |
$31.8K - $66.5K
|
226K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-959- 11.29% |
$23.2K - $48.5K
|
7.54K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-124- 9.8% |
$3K - $6.27K
|
1.14K
$27.8K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.8K- 4.4% |
$1.2M - $1.26M
|
539K
$13.1M
|
|
|
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
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.02K- 25.59% |
$194K - $204K
|
11.7K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.09K- 40.94% |
$149K - $157K
|
4.45K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.43% |
$111K - $117K
|
49.6K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$24.4
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$33.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-805- 4.59% |
$39K - $41K
|
16.7K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-800- 8.32% |
$38.7K - $40.7K
|
8.82K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.25% |
$1.06K - $1.12K
|
8.91K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11- 15.94% |
$532 - $560
|
58
$1.41K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 6.45% |
$96.8 - $102
|
29
$707
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.26M- 97.68% |
$108M - $111M
|
53.5K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15.3K- 99.93% |
$730K - $747K
|
10
$244
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.15K- 38.77% |
$151K - $154K
|
4.97K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.79K- 1.78% |
$85.6K - $87.7K
|
98.8K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.65K- 11.15% |
$79K - $80.9K
|
13.2K
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 27.51% |
$69.3K - $71K
|
3.82K
$93.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.41K- 22.54% |
$67.4K - $69K
|
4.84K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 74.51% |
$65K - $66.6K
|
465
$11.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 4.44% |
$18.5K - $18.9K
|
8.31K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-319Closed |
$15.3K - $15.6K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-233Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-82- 2.14% |
$3.92K - $4.02K
|
3.75K
$91.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 86.49% |
$1.53K - $1.57K
|
5
$122
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-9- 0.19% |
$431 - $441
|
4.69K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$335 - $343
|
0
$0
|
|