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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,804
shares
|
$550,114
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
21,728
shares
|
$548,197
0.25% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
21,700
shares
|
$547,491
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
21,292
shares
|
$537,197
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
21,196
shares
|
$534,775
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
20,656
shares
|
$521,150
0.28% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
20,472
shares
|
$516,508
0.1% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
20,155
shares
|
$508,510
0.06% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,993
shares
|
$504,423
0.2% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
19,867
shares
|
$501,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
19,786
shares
|
$499,200
0.12% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,700
shares
|
$497,031
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
19,375
shares
|
$488,831
0.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,337
shares
|
$487,872
0.02% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
19,325
shares
|
$487,569
0.07% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$486,283
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
19,216
shares
|
$484,819
0.05% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
19,149
shares
|
$483,129
0.2% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
18,790
shares
|
$474,071
0.32% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
18,474
shares
|
$466,099
0.18% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,305
shares
|
$461,835
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$451,944
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
17,888
shares
|
$451,314
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,274
shares
|
$435,823
0.01% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,257
shares
|
$435,394
0.0% of portfolio
|
Q2 2025
Reduced 68.14%
|