Institutional Ownership Schwab Intermediate Term Us Tr (SCHR)
This table provides information about the institutional ownership of Schwab Intermediate Term Us Tr (SCHR). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
107,666,399
shares
|
$2.63 Billion
1.06% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,677,685
shares
|
$261 Million
0.11% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,188,028
shares
|
$127 Million
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,086,009
shares
|
$99.9 Million
0.02% of portfolio
|
Q3 2024
Added 604.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,898,675
shares
|
$95.3 Million
0.21% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,049,343
shares
|
$50.1 Million
0.02% of portfolio
|
Q3 2024
Added 2032.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$43.5 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,569,139
shares
|
$38.3 Million
22.07% of portfolio
|
Q3 2024
Added 71.06%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,450,000
shares
|
$35.4 Million
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,397,203
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,260,742
shares
|
$30.8 Million
15.18% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,260,228
shares
|
$30.8 Million
0.03% of portfolio
|
Q3 2024
Added 710.63%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,095,057
shares
|
$26.8 Million
0.69% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,092,194
shares
|
$26.7 Million
20.53% of portfolio
|
Q3 2024
Added 87.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,079,429
shares
|
$26.4 Million
0.23% of portfolio
|
Q3 2024
Added 89.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,060,996
shares
|
$25.9 Million
0.12% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,015,744
shares
|
$24.8 Million
2.41% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
982,569
shares
|
$24 Million
7.17% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
980,394
shares
|
$24 Million
8.97% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
868,687
shares
|
$21.2 Million
3.28% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
860,307
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
763,667
shares
|
$18.7 Million
5.5% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
753,226
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
722,037
shares
|
$17.6 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
704,397
shares
|
$17.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.28%
|