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 477 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $8.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
219,369,491
shares
|
$5.44 Billion
1.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,570,658
shares
|
$461 Million
0.1% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,106,916
shares
|
$325 Million
0.09% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,096,546
shares
|
$201 Million
0.22% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,689,418
shares
|
$116 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
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%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,393,459
shares
|
$84.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.95%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,900,000
shares
|
$71.9 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,713,127
shares
|
$67.3 Million
0.02% of portfolio
|
Q1 2025
Added 22.04%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
2,712,748
shares
|
$67.3 Million
15.18% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
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%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,181,127
shares
|
$54.1 Million
3.84% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
2,135,579
shares
|
$53 Million
7.62% of portfolio
|
Q1 2025
Added 34.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,899,775
shares
|
$47.1 Million
2.16% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
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
|
$43.9 Million
7.74% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,670,536
shares
|
$41.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
1,601,883
shares
|
$39.7 Million
7.73% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,599,501
shares
|
$39.7 Million
0.63% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,544,000
shares
|
$38.3 Million
0.11% of portfolio
|
Q1 2025
Added 8087.07%
|
|
|
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%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,332,570
shares
|
$33 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,283,506
shares
|
$31.8 Million
2.95% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,239,238
shares
|
$30.7 Million
6.98% of portfolio
|
Q1 2025
Added 6.17%
|