Schwab Intermediate Term Us Tr SCHR
Institutional shares held
141 Million
3.1K
calls
4.5K
puts
Total value of holdings
$6.95B
$152K
calls
$221K
puts
# of Institutions
384
We take great care to ensure that the data presented and summarized in this overview for SCHWAB INTERMEDIATE-TERM US TR is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHR
View all-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.99 Billion5.46% of portfolio
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Royal Bank Of Canada Toronto, A611.6MShares$572 Million0.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.35MShares$214 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO3.6MShares$177 Million0.21% of portfolio
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Goldman Sachs Group Inc New York, NY2.31MShares$114 Million0.02% of portfolio
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Bergan Kdv Wealth Management, LLC1.78MShares$87.6 Million8.79% of portfolio
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State Street Corp Boston, MA1.45MShares$71.3 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY1.32MShares$65.1 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.29MShares$63.4 Million0.07% of portfolio
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Pacific Sage Partners, LLC Shoreline, WA1.24MShares$61 Million15.74% of portfolio