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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
37,397
shares
|
$932,681
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,658
shares
|
$914,250
0.0% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
36,600
shares
|
$912,804
0.0% of portfolio
|
Q2 2025
Reduced 80.43%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
36,484
shares
|
$909,910
0.19% of portfolio
|
Q2 2025
Reduced 48.23%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
35,202
shares
|
$877,937
0.87% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
34,690
shares
|
$865,168
0.6% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
34,533
shares
|
$861,253
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
34,517
shares
|
$860,853
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,454
shares
|
$859,282
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
33,908
shares
|
$845,665
0.06% of portfolio
|
Q2 2025
Reduced 64.2%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
33,480
shares
|
$834,991
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,488
shares
|
$810,250
0.11% of portfolio
|
Q2 2025
Added 184.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,128
shares
|
$801,272
0.0% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
31,655
shares
|
$789,475
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
31,528
shares
|
$786,308
0.38% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,185
shares
|
$777,753
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
30,789
shares
|
$767,877
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
30,597
shares
|
$763,089
0.63% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
29,348
shares
|
$731,939
0.21% of portfolio
|
Q2 2025
Reduced 63.91%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,307
shares
|
$730,916
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
29,242
shares
|
$729,295
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
28,529
shares
|
$711,513
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
28,217
shares
|
$703,731
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,208
shares
|
$703,507
0.0% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,429
shares
|
$659,139
0.02% of portfolio
|
Q2 2025
Added 127.03%
|