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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,846
shares
|
$219,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$218,760
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
8,815
shares
|
$218,612
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,754
shares
|
$217,099
0.02% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$215,388
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,645
shares
|
$214,396
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8,544
shares
|
$211,891
0.02% of portfolio
|
Q1 2025
Added 1683.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,489
shares
|
$210,527
0.0% of portfolio
|
Q1 2025
Added 54.23%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$208,320
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
8,261
shares
|
$204,872
0.05% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,245
shares
|
$204,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,207
shares
|
$203,533
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,199
shares
|
$203,335
0.07% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
8,150
shares
|
$202,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
8,124
shares
|
$201,475
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
8,085
shares
|
$200,508
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
8,050
shares
|
$199,640
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,049
shares
|
$199,615
0.02% of portfolio
|
Q1 2025
Added 65.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,795
shares
|
$193,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$190,538
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,411
shares
|
$183,792
0.0% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,710
shares
|
$166,408
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,624
shares
|
$164,275
0.0% of portfolio
|
Q1 2025
Added 84.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,090
shares
|
$151,032
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,775
shares
|
$143,220
0.0% of portfolio
|
Q1 2025
Added 6.94%
|