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 399 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
5,209
shares
|
$127,307
0.02% of portfolio
|
Q2 2024
New holding
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,000
shares
|
$122,200
0.17% of portfolio
|
Q2 2023
New holding
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,872
shares
|
$119,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,827
shares
|
$117,971
0.0% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,800
shares
|
$117,312
0.04% of portfolio
|
Q3 2024
Added 1.91%
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
4,774
shares
|
$116,676
0.13% of portfolio
|
Q2 2024
New holding
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$114,721
0.66% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,688
shares
|
$114,574
0.03% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,678
shares
|
$114,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,660
shares
|
$113,890
0.02% of portfolio
|
Q4 2022
Added 7.75%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
4,539
shares
|
$110,933
0.07% of portfolio
|
Q2 2024
New holding
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
4,537
shares
|
$110,884
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$109,857
0.1% of portfolio
|
Q1 2024
New holding
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
4,487
shares
|
$109,662
0.05% of portfolio
|
Q3 2024
Added 5.33%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,455
shares
|
$108,880
0.06% of portfolio
|
Q2 2024
Reduced 48.19%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,451
shares
|
$108,782
0.01% of portfolio
|
Q3 2024
Reduced 40.94%
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$105,092
0.09% of portfolio
|
Q3 2024
New holding
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,282
shares
|
$104,652
0.13% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
4,218
shares
|
$103,087
0.07% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
4,198
shares
|
$102,599
0.02% of portfolio
|
Q1 2024
Added 0.72%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,084
shares
|
$99,812
0.02% of portfolio
|
Q3 2024
New holding
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$99,275
0.01% of portfolio
|
Q4 2023
Added 21.54%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,025
shares
|
$98,371
0.07% of portfolio
|
Q3 2024
New holding
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,818
shares
|
$93,311
0.0% of portfolio
|
Q2 2024
Reduced 27.51%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$91,723
0.16% of portfolio
|
Q2 2024
Reduced 2.14%
|