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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,993
shares
|
$498,625
0.2% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
19,949
shares
|
$497,528
0.04% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
19,867
shares
|
$495,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,700
shares
|
$491,318
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
19,595
shares
|
$488,699
0.12% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
19,561
shares
|
$487,851
0.1% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,337
shares
|
$482,264
0.02% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
19,325
shares
|
$481,965
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
|
$480,693
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
19,216
shares
|
$479,247
0.05% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
19,149
shares
|
$477,576
0.2% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
18,689
shares
|
$466,103
0.35% of portfolio
|
Q2 2025
Added 51.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,631
shares
|
$464,657
0.02% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
18,434
shares
|
$459,743
0.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,305
shares
|
$456,526
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$446,750
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
17,888
shares
|
$446,126
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
17,839
shares
|
$444,904
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,257
shares
|
$430,389
0.0% of portfolio
|
Q2 2025
Reduced 68.14%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
16,924
shares
|
$422,084
1.02% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
16,864
shares
|
$420,588
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,789
shares
|
$418,717
0.0% of portfolio
|
Q2 2025
Added 61.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,712
shares
|
$416,797
0.02% of portfolio
|
Q2 2025
Reduced 76.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
16,637
shares
|
$414,926
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
16,558
shares
|
$412,956
0.02% of portfolio
|
Q2 2025
Reduced 7.97%
|