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 495 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$242,466
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,590
shares
|
$239,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,548
shares
|
$238,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,505
shares
|
$237,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
9,492
shares
|
$236,730
0.0% of portfolio
|
Q2 2025
Reduced 86.07%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
9,381
shares
|
$233,962
0.02% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
9,330
shares
|
$232,690
0.21% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,188
shares
|
$229,148
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
9,171
shares
|
$228,724
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,026
shares
|
$225,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
8,968
shares
|
$223,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
8,910
shares
|
$222,215
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$219,995
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
8,799
shares
|
$219,447
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$216,603
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
8,682
shares
|
$216,529
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,656
shares
|
$215,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,650
shares
|
$215,731
0.07% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8,544
shares
|
$213,087
0.02% of portfolio
|
Q1 2025
Added 1683.72%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
8,400
shares
|
$209,496
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,344
shares
|
$208,099
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,331
shares
|
$207,775
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
8,312
shares
|
$207,301
0.02% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,288
shares
|
$206,702
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,284
shares
|
$206,602
0.04% of portfolio
|
Q2 2025
Reduced 35.19%
|