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 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
16,864
shares
|
$425,478
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
16,794
shares
|
$423,712
0.9% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,789
shares
|
$423,586
0.0% of portfolio
|
Q2 2025
Added 61.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,712
shares
|
$421,643
0.02% of portfolio
|
Q2 2025
Reduced 76.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
16,637
shares
|
$419,751
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
|
$417,758
0.02% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,893
shares
|
$400,980
0.0% of portfolio
|
Q2 2025
Added 114.45%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,867
shares
|
$400,324
0.14% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
15,089
shares
|
$380,695
0.11% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
14,973
shares
|
$377,768
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$369,669
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
14,518
shares
|
$366,289
0.25% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
14,351
shares
|
$362,075
0.03% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
14,152
shares
|
$357,054
0.23% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,489
shares
|
$340,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
13,407
shares
|
$338,258
0.05% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13,288
shares
|
$335,256
0.11% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
13,200
shares
|
$333,036
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,194
shares
|
$332,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,881
shares
|
$324,987
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,818
shares
|
$323,398
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
12,750
shares
|
$321,682
0.06% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,672
shares
|
$319,714
0.02% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
12,661
shares
|
$319,437
0.16% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
12,580
shares
|
$317,393
0.01% of portfolio
|
Q1 2025
Reduced 9.76%
|