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 486 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
25,240
shares
|
$628,223
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
25,203
shares
|
$627,302
0.11% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
25,141
shares
|
$625,759
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,284
shares
|
$604,428
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
23,638
shares
|
$588,349
0.06% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
23,582
shares
|
$586,955
0.28% of portfolio
|
Q2 2025
Added 42.71%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
22,863
shares
|
$569,060
0.07% of portfolio
|
Q1 2025
Added 360.85%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
22,453
shares
|
$558,855
0.05% of portfolio
|
Q2 2025
Reduced 67.93%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
21,770
shares
|
$541,855
0.07% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
21,728
shares
|
$540,809
0.33% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
21,579
shares
|
$537,101
0.19% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
21,422
shares
|
$533,193
0.31% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
21,312
shares
|
$530,455
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
21,264
shares
|
$529,260
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
21,196
shares
|
$527,568
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
20,924
shares
|
$520,798
0.1% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,685
shares
|
$514,849
0.0% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
20,259
shares
|
$504,246
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,200
shares
|
$502,778
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,993
shares
|
$497,625
0.2% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
19,949
shares
|
$496,530
0.04% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
19,688
shares
|
$490,034
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
19,595
shares
|
$487,719
0.12% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
19,561
shares
|
$486,873
0.1% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
19,371
shares
|
$482,144
0.38% of portfolio
|
Q1 2025
Added 250.54%
|