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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,318
shares
|
$406,970
0.22% of portfolio
|
Q2 2025
Added 35.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,893
shares
|
$396,371
0.0% of portfolio
|
Q2 2025
Added 114.45%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,867
shares
|
$395,722
0.14% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
15,463
shares
|
$385,647
0.08% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
14,981
shares
|
$373,626
0.12% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
14,788
shares
|
$368,812
0.03% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$365,420
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
14,518
shares
|
$362,078
0.25% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,489
shares
|
$336,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
13,407
shares
|
$334,370
0.05% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13,288
shares
|
$331,402
0.11% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
13,200
shares
|
$329,208
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,194
shares
|
$329,058
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,184
shares
|
$328,808
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,034
shares
|
$325,067
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,881
shares
|
$321,252
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,818
shares
|
$319,680
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
12,580
shares
|
$313,745
0.01% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,441
shares
|
$310,278
0.0% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,425
shares
|
$309,879
0.04% of portfolio
|
Q2 2025
Reduced 20.98%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
12,312
shares
|
$307,061
0.13% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$306,263
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,151
shares
|
$303,045
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,070
shares
|
$301,025
0.16% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
11,925
shares
|
$297,409
0.07% of portfolio
|
Q2 2025
New holding
|