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 401 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
11,008
shares
|
$269,035
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,914
shares
|
$266,738
0.02% of portfolio
|
Q4 2024
Added 102.45%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
10,779
shares
|
$263,438
0.85% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
10,721
shares
|
$262,021
0.07% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,268
shares
|
$250,949
0.0% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,100
shares
|
$246,844
0.01% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$246,599
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,001
shares
|
$244,424
0.03% of portfolio
|
Q4 2024
Added 144.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$237,605
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
9,548
shares
|
$233,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,505
shares
|
$232,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
9,403
shares
|
$229,809
0.09% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,320
shares
|
$227,780
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,162
shares
|
$223,919
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
9,054
shares
|
$221,279
0.08% of portfolio
|
Q4 2024
Added 161.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,975
shares
|
$219,349
0.06% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,909
shares
|
$217,735
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$215,585
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,816
shares
|
$215,463
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
8,761
shares
|
$214,118
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$212,261
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,671
shares
|
$211,919
0.03% of portfolio
|
Q3 2024
Added 41.27%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,600
shares
|
$210,184
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,436
shares
|
$206,175
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,425
shares
|
$205,907
0.02% of portfolio
|
Q4 2024
Added 61.74%
|