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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-294- 6.74% |
$7.26K - $7.43K
|
4.07K
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-222- 2.04% |
$5.48K - $5.61K
|
10.7K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-209- 0.1% |
$5.16K - $5.28K
|
212K
$5.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-200- 0.1% |
$4.94K - $5.05K
|
202K
$5.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-146- 31.2% |
$3.6K - $3.69K
|
322
$8.09K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-130- 0.77% |
$3.21K - $3.28K
|
16.8K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-81- 72.32% |
$2K - $2.05K
|
31
$778
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-80- 2.33% |
$1.98K - $2.02K
|
3.35K
$84.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-80- 0.94% |
$1.98K - $2.02K
|
8.46K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72- 0.76% |
$1.78K - $1.82K
|
9.42K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 3.43% |
$1.65K - $1.69K
|
1.89K
$47.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60- 47.24% |
$1.48K - $1.52K
|
67
$1.68K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 2.95% |
$642 - $657
|
855
$21.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6- 0.07% |
$148 - $152
|
8.68K
$218K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-54.6K- 76.56% |
$1.34M - $1.37M
|
16.7K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-34K- 48.23% |
$834K - $852K
|
36.5K
$916K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 36.04% |
$365K - $372K
|
26.4K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.5K- 35.19% |
$110K - $113K
|
8.28K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 87.39% |
$92.2K - $94.2K
|
542
$13.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.59K- 3.4% |
$88.1K - $90K
|
102K
$2.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.3K- 20.98% |
$81K - $82.7K
|
12.4K
$312K
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.27K- 2.85% |
$55.7K - $56.9K
|
77.3K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.84K- 4.33% |
$45.1K - $46.1K
|
40.6K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 81.3% |
$25.8K - $26.4K
|
242
$6.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-942- 2.45% |
$23.1K - $23.6K
|
37.5K
$941K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-777- 3.74% |
$19.1K - $19.5K
|
20K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-652- 1.62% |
$16K - $16.3K
|
39.6K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-621- 17.92% |
$15.2K - $15.6K
|
2.84K
$71.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-594- 48.61% |
$14.6K - $14.9K
|
628
$15.8K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-542- 94.76% |
$13.3K - $13.6K
|
30
$753
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-474- 20.31% |
$11.6K - $11.9K
|
1.86K
$46.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 5.05% |
$10.8K - $11.1K
|
8.31K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-300- 2.91% |
$7.36K - $7.52K
|
10K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 81.08% |
$7.36K - $7.52K
|
70
$1.76K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-230- 5.07% |
$5.64K - $5.77K
|
4.31K
$108K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-225- 2.25% |
$5.52K - $5.64K
|
9.78K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 34.06% |
$3.07K - $3.13K
|
242
$6.08K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 9.22% |
$3.02K - $3.08K
|
1.21K
$30.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-86- 93.48% |
$2.11K - $2.16K
|
6
$151
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84.8KClosed |
$2.04M - $2.11M
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.4K- 60.27% |
$393K - $406K
|
10.8K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5K- 28.88% |
$120K - $124K
|
12.3K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.04K- 30.98% |
$97.3K - $101K
|
9.01K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.69K- 71.9% |
$88.8K - $91.8K
|
1.44K
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.08K- 17.22% |
$50K - $51.6K
|
9.98K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.8K- 66.67% |
$43.3K - $44.7K
|
900
$22.6K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-763- 7.43% |
$18.4K - $19K
|
9.51K
$239K
|
|