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 402 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,334
shares
|
$32,562
0.0% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,265
shares
|
$30,878
0.0% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,169
shares
|
$28,535
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,126
shares
|
$27,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,066
shares
|
$26,021
0.0% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
994
shares
|
$24,263
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
860
shares
|
$20,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
843
shares
|
$20,577
0.0% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
833
shares
|
$20,333
0.01% of portfolio
|
Q4 2024
Added 102.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$19,528
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
748
shares
|
$18,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$17,087
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
659
shares
|
$16,086
0.01% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$15,842
1.47% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
564
shares
|
$13,767
0.01% of portfolio
|
Q3 2024
Added 540.91%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
524
shares
|
$12,790
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
518
shares
|
$12,644
0.0% of portfolio
|
Q4 2024
Added 102.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
490
shares
|
$11,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
470
shares
|
$11,472
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
408
shares
|
$9,959
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
406
shares
|
$9,910
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
386
shares
|
$9,422
0.0% of portfolio
|
Q3 2024
Added 1384.62%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
370
shares
|
$9,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
328
shares
|
$8,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
298
shares
|
$7,274
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|