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 498 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,873
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
40,611
shares
|
$1.02 Million
0.49% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
40,606
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
40,302
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
39,595
shares
|
$998,981
0.23% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,508
shares
|
$996,786
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$988,032
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,463
shares
|
$945,191
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
37,397
shares
|
$943,526
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
36,600
shares
|
$923,418
0.0% of portfolio
|
Q2 2025
Reduced 80.43%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
36,484
shares
|
$920,491
0.19% of portfolio
|
Q2 2025
Reduced 48.23%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
34,690
shares
|
$875,228
0.6% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
34,533
shares
|
$871,267
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
34,517
shares
|
$870,863
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,454
shares
|
$869,274
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
33,480
shares
|
$844,700
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,488
shares
|
$819,672
0.11% of portfolio
|
Q2 2025
Added 184.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
32,362
shares
|
$816,493
0.07% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,128
shares
|
$810,589
0.0% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
31,964
shares
|
$806,451
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
31,727
shares
|
$800,472
0.01% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,185
shares
|
$786,797
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
30,597
shares
|
$771,962
0.63% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
30,443
shares
|
$768,076
0.18% of portfolio
|
Q3 2025
Reduced 64.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
30,424
shares
|
$767,597
0.0% of portfolio
|
Q2 2025
Reduced 50.04%
|