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 448 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
217,197,886
shares
|
$5.39 Billion
1.0% of portfolio
|
Q4 2024
Added 101.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,936,926
shares
|
$395 Million
0.08% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
12,675,135
shares
|
$314 Million
0.08% of portfolio
|
Q4 2024
Added 144.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,473,433
shares
|
$210 Million
0.02% of portfolio
|
Q4 2024
Added 107.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,779,263
shares
|
$193 Million
0.2% of portfolio
|
Q4 2024
Added 99.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,703,976
shares
|
$142 Million
0.01% of portfolio
|
Q4 2024
Added 308.24%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,421,646
shares
|
$84.9 Million
23.61% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,900,000
shares
|
$71.9 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
2,591,654
shares
|
$64.3 Million
14.36% of portfolio
|
Q4 2024
Added 105.57%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$57.5 Million
0.72% of portfolio
|
Q4 2024
Added 111.57%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$57.5 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,270,896
shares
|
$56.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,223,082
shares
|
$55.2 Million
0.02% of portfolio
|
Q4 2024
Added 158.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,128,548
shares
|
$52.8 Million
2.4% of portfolio
|
Q4 2024
Added 109.56%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,016,938
shares
|
$50 Million
3.63% of portfolio
|
Q4 2024
Added 132.18%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$44.2 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
1,771,899
shares
|
$44 Million
7.74% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,627,063
shares
|
$40.4 Million
7.43% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,588,042
shares
|
$39.4 Million
5.67% of portfolio
|
Q4 2024
Added 107.95%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,466,598
shares
|
$36.4 Million
4.17% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,444,096
shares
|
$35.8 Million
0.54% of portfolio
|
Q4 2024
Added 111.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,384,350
shares
|
$34.3 Million
0.19% of portfolio
|
Q4 2024
Added 101.67%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,345,573
shares
|
$33.4 Million
2.13% of portfolio
|
Q4 2024
Added 108.97%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,225,863
shares
|
$30.4 Million
0.03% of portfolio
|
Q4 2024
Added 74.03%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,202,032
shares
|
$29.8 Million
0.05% of portfolio
|
Q4 2024
Added 66.48%
|