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 486 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$283,994
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,387
shares
|
$283,422
0.01% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,095
shares
|
$276,154
0.02% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,952
shares
|
$272,595
0.01% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
10,883
shares
|
$270,877
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,778
shares
|
$268,264
0.05% of portfolio
|
Q1 2025
Reduced 60.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,739
shares
|
$267,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,428
shares
|
$259,552
0.0% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
10,300
shares
|
$256,367
0.15% of portfolio
|
Q4 2024
Added 94.34%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
10,216
shares
|
$254,276
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
10,174
shares
|
$253,230
0.02% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,135
shares
|
$252,260
0.05% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$251,140
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
10,071
shares
|
$250,667
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,001
shares
|
$248,924
0.03% of portfolio
|
Q4 2024
Added 144.88%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$248,900
0.02% of portfolio
|
Q4 2024
Added 73.79%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,984
shares
|
$248,501
0.15% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,751
shares
|
$242,702
0.03% of portfolio
|
Q4 2024
Added 103.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$241,980
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,663
shares
|
$240,512
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,609
shares
|
$239,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,548
shares
|
$237,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,505
shares
|
$236,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
9,330
shares
|
$232,223
0.21% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,188
shares
|
$228,689
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|