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 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 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
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.28K- 23.23% |
$106K - $108K
|
14.2K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.93K- 12.09% |
$97K - $99.2K
|
28.6K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.66K- 34.06% |
$90.4K - $92.5K
|
7.09K
$178K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.52K- 5.97% |
$87K - $89K
|
55.5K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41K- 25.29% |
$84.2K - $86.2K
|
10.1K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.38K- 33.17% |
$83.4K - $85.3K
|
6.8K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.16K- 10.03% |
$78K - $79.8K
|
28.4K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.94K- 65.6% |
$72.7K - $74.4K
|
1.54K
$38.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.86K- 13.4% |
$70.6K - $72.2K
|
18.5K
$464K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.85K- 99.13% |
$70.4K - $72K
|
25
$628
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.59K- 11.89% |
$64K - $65.5K
|
19.2K
$482K
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-2.53K- 0.98% |
$62.4K - $63.8K
|
255K
$6.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.52K- 32.8% |
$62.3K - $63.7K
|
5.17K
$130K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 1.11% |
$61.2K - $62.6K
|
221K
$5.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.35K- 0.63% |
$58.1K - $59.5K
|
369K
$9.26M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.11K- 3.13% |
$52K - $53.2K
|
65.1K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 1.5% |
$51K - $52.2K
|
136K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 3.02% |
$48.9K - $50.1K
|
63.6K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 8.0% |
$47.7K - $48.8K
|
22.2K
$558K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.69K- 15.4% |
$41.7K - $42.6K
|
9.27K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.6K- 43.17% |
$39.5K - $40.4K
|
2.11K
$52.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.6K- 12.69% |
$39.4K - $40.3K
|
11K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-1.5K- 1.71% |
$37.1K - $38K
|
86.4K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 7.28% |
$33.5K - $34.3K
|
17.3K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15K- 3.93% |
$28.4K - $29K
|
28.1K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.04K- 11.68% |
$25.7K - $26.3K
|
7.87K
$198K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 2.05% |
$24.7K - $25.3K
|
47.9K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-865- 6.45% |
$21.4K - $21.8K
|
12.5K
$315K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-670- 6.56% |
$16.5K - $16.9K
|
9.55K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-566- 1.64% |
$14K - $14.3K
|
34K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-558- 2.15% |
$13.8K - $14.1K
|
25.4K
$638K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-539- 2.29% |
$13.3K - $13.6K
|
23K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-511- 6.08% |
$12.6K - $12.9K
|
7.89K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-500- 85.18% |
$12.3K - $12.6K
|
87
$2.18K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-437- 2.96% |
$10.8K - $11K
|
14.4K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-355- 1.45% |
$8.76K - $8.97K
|
24.1K
$604K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-331- 0.67% |
$8.17K - $8.36K
|
48.9K
$1.23M
|
|