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 497 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
221,741,946
shares
|
$5.53 Billion
1.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,340,666
shares
|
$557 Million
0.11% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,231,668
shares
|
$305 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,007,972
shares
|
$200 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,689,418
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,762,998
shares
|
$93.8 Million
0.01% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
3,470,641
shares
|
$86.6 Million
22.45% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,256,103
shares
|
$81.2 Million
10.73% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,900,000
shares
|
$72.3 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
2,627,544
shares
|
$65.5 Million
13.06% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,509,983
shares
|
$62.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,342,662
shares
|
$58.4 Million
3.81% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$57.8 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,265,354
shares
|
$56.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,974,812
shares
|
$49.3 Million
2.08% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$44.4 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,767,135
shares
|
$44.1 Million
6.78% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
1,759,046
shares
|
$43.9 Million
7.38% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,740,588
shares
|
$43.4 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,654,320
shares
|
$41.3 Million
0.08% of portfolio
|
Q2 2025
Added 9015.72%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,604,159
shares
|
$40 Million
0.1% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,583,773
shares
|
$39.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,410,832
shares
|
$35.2 Million
7.42% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,380,246
shares
|
$34.4 Million
1.09% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,262,535
shares
|
$31.5 Million
0.0% of portfolio
|
Q2 2025
Added 8.38%
|