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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-631- 3.72% |
$15.2K - $15.7K
|
16.3K
$410K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-536- 2.83% |
$12.9K - $13.3K
|
18.4K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-237- 2.81% |
$5.7K - $5.89K
|
8.2K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-132- 1.42% |
$3.17K - $3.28K
|
9.19K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-58- 1.33% |
$1.39K - $1.44K
|
4.3K
$108K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-24.8K- 4.4% |
$1.2M - $1.26M
|
539K
$13.5M
|
|
|
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
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.8K- 99.94% |
$87.3K - $91.8K
|
1
$25.1
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.56K- 52.98% |
$75.3K - $79.2K
|
1.38K
$34.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-805- 4.59% |
$39K - $41K
|
16.7K
$420K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-309Closed |
$15K - $15.7K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 6.45% |
$96.8 - $102
|
29
$728
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15.3K- 99.93% |
$730K - $747K
|
10
$251
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.15K- 38.77% |
$151K - $154K
|
4.97K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.79K- 1.78% |
$85.6K - $87.7K
|
98.8K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.45K- 27.51% |
$69.3K - $71K
|
3.82K
$95.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 4.44% |
$18.5K - $18.9K
|
8.31K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-319Closed |
$15.3K - $15.6K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 86.49% |
$1.53K - $1.57K
|
5
$126
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$335 - $343
|
0
$0
|
|
| Q1 2024 | |||||||
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.7KClosed |
$277K - $285K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 25.38% |
$72.9K - $74.7K
|
4.4K
$111K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.34K- 10.48% |
$65K - $66.6K
|
11.4K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-620- 4.06% |
$30.2K - $30.9K
|
14.7K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-581- 11.1% |
$28.3K - $29K
|
4.65K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-226- 51.13% |
$11K - $11.3K
|
216
$5.42K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-167Closed |
$8.12K - $8.33K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.46K- 34.87% |
$210K - $222K
|
8.33K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.11K- 23.53% |
$146K - $155K
|
10.1K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-71- 78.02% |
$3.34K - $3.54K
|
20
$502
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.17K - $2.29K
|
4.55K
$114K
|
|
| Q3 2023 | |||||||
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-73K- 24.81% |
$3.49M - $3.62M
|
221K
$5.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.3K- 64.13% |
$587K - $609K
|
6.87K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.62K- 41.21% |
$268K - $278K
|
8.01K
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-5.15K- 51.48% |
$246K - $255K
|
4.85K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.15K- 41.37% |
$151K - $156K
|
4.47K
$112K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-626- 4.85% |
$29.9K - $31K
|
12.3K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-152- 4.17% |
$7.26K - $7.54K
|
3.49K
$87.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 99.21% |
$5.97K - $6.2K
|
1
$25.1
|
|
|
Oct 01, 2025
Q3 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-103Closed |
$4.92K - $5.11K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 27, 2025
Q2 2023
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-4.85KClosed |
$239K - $247K
|
0
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$230K - $238K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-964- 7.15% |
$47.5K - $49.1K
|
12.5K
$314K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-524- 11.22% |
$25.8K - $26.7K
|
4.15K
$104K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-474- 7.63% |
$23.3K - $24.2K
|
5.74K
$144K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-247- 71.8% |
$12.2K - $12.6K
|
97
$2.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-124- 99.2% |
$6.11K - $6.32K
|
1
$25.1
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 10.1% |
$3.94K - $4.08K
|
712
$17.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 22.42% |
$3.1K - $3.21K
|
218
$5.47K
|
|