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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,508
shares
|
$979,798
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
39,237
shares
|
$973,077
0.29% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$971,192
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
38,405
shares
|
$952,444
0.01% of portfolio
|
Q1 2025
Added 51.51%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
37,866
shares
|
$939,076
0.49% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
37,180
shares
|
$922,064
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
36,499
shares
|
$905,175
0.01% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
35,202
shares
|
$873,009
0.86% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,825
shares
|
$863,660
0.03% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
34,048
shares
|
$844,390
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
34,016
shares
|
$843,596
0.0% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
33,480
shares
|
$830,304
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
31,875
shares
|
$790,500
0.17% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,635
shares
|
$784,548
0.01% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
31,500
shares
|
$781,200
0.69% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,517
shares
|
$756,821
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
29,317
shares
|
$727,061
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
28,044
shares
|
$695,491
0.01% of portfolio
|
Q1 2025
Added 99.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
26,880
shares
|
$666,624
0.0% of portfolio
|
Q1 2025
Added 101.38%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
26,325
shares
|
$652,860
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
25,497
shares
|
$632,325
0.61% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,276
shares
|
$626,844
0.01% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
25,203
shares
|
$625,034
0.11% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
25,141
shares
|
$623,496
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,284
shares
|
$602,243
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|