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 399 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
117
shares
|
$2,859
0.0% of portfolio
|
Q2 2024
Reduced 68.46%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
115
shares
|
$2,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,761
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
113
shares
|
$2,761
0.0% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
110
shares
|
$2,688
0.01% of portfolio
|
Q3 2024
Reduced 45.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
101
shares
|
$2,468
0.0% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,248
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
92
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
90
shares
|
$2,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
90
shares
|
$2,199
0.0% of portfolio
|
Q4 2022
Reduced 1.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
79
shares
|
$1,930
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,784
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,564
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
59
shares
|
$1,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
58
shares
|
$1,417
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
58
shares
|
$1,417
0.0% of portfolio
|
Q3 2024
Reduced 47.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
58
shares
|
$1,417
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$1,393
0.0% of portfolio
|
Q2 2021
Added 1.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
55
shares
|
$1,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
54
shares
|
$1,319
0.0% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
52
shares
|
$1,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
51
shares
|
$1,246
0.0% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$1,197
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
48
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
Added 108.7%
|