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 477 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $8.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,719
shares
|
$340,231
0.0% of portfolio
|
Q1 2025
Reduced 56.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
13,162
shares
|
$326,417
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
13,161
shares
|
$326,392
0.11% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
13,070
shares
|
$324,136
0.03% of portfolio
|
Q1 2025
Reduced 86.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,947
shares
|
$321,085
0.01% of portfolio
|
Q1 2025
Added 39.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,781
shares
|
$316,968
0.05% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,656
shares
|
$313,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
12,580
shares
|
$311,984
0.01% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
12,542
shares
|
$311,041
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
12,336
shares
|
$305,932
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
12,312
shares
|
$305,337
0.14% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$304,544
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
12,142
shares
|
$301,121
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
12,112
shares
|
$300,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
12,076
shares
|
$299,484
0.18% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
11,846
shares
|
$293,780
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,641
shares
|
$288,696
0.01% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
11,594
shares
|
$287,531
0.07% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,452
shares
|
$284,009
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,439
shares
|
$283,687
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$282,968
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,387
shares
|
$282,397
0.01% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,988
shares
|
$272,502
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
10,883
shares
|
$269,898
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,778
shares
|
$267,294
0.05% of portfolio
|
Q1 2025
Reduced 60.27%
|