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 |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
29,348
shares
|
$740,450
0.21% of portfolio
|
Q2 2025
Reduced 63.91%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,307
shares
|
$739,415
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
29,242
shares
|
$737,775
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
28,529
shares
|
$719,786
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
28,367
shares
|
$715,699
0.19% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
28,217
shares
|
$711,914
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,208
shares
|
$711,687
0.0% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
27,789
shares
|
$701,116
0.53% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,429
shares
|
$666,803
0.02% of portfolio
|
Q2 2025
Added 127.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,365
shares
|
$665,188
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
26,325
shares
|
$664,179
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
26,035
shares
|
$656,863
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
25,973
shares
|
$655,298
0.07% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
24,875
shares
|
$627,596
0.0% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,452
shares
|
$616,923
0.0% of portfolio
|
Q2 2025
Added 154.47%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
24,412
shares
|
$615,914
0.1% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,136
shares
|
$608,951
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
23,936
shares
|
$603,905
0.47% of portfolio
|
Q2 2025
Added 63.03%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
23,424
shares
|
$590,987
0.02% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
23,043
shares
|
$581,374
0.27% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
22,732
shares
|
$573,528
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
22,453
shares
|
$566,489
0.05% of portfolio
|
Q2 2025
Reduced 67.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
22,413
shares
|
$565,479
0.0% of portfolio
|
Q2 2025
Reduced 66.31%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
21,950
shares
|
$553,798
0.12% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
21,833
shares
|
$550,846
0.11% of portfolio
|
Q3 2025
Added 41.2%
|