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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,199
shares
|
$204,483
0.07% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
8,150
shares
|
$203,261
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,119
shares
|
$202,487
0.0% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
8,085
shares
|
$201,639
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
7,688
shares
|
$191,738
0.05% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$191,614
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
7,217
shares
|
$179,991
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
6,710
shares
|
$167,347
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,090
shares
|
$151,884
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,775
shares
|
$144,028
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,117
shares
|
$127,617
0.0% of portfolio
|
Q1 2025
Added 757.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,836
shares
|
$120,609
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,780
shares
|
$119,213
0.01% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$117,966
0.09% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$112,105
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,488
shares
|
$111,930
0.0% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
4,364
shares
|
$108,838
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
4,306
shares
|
$107,391
0.04% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
4,296
shares
|
$107,142
0.04% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,706
shares
|
$92,427
0.01% of portfolio
|
Q2 2025
Added 632.41%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,444
shares
|
$85,893
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,432
shares
|
$85,594
0.03% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3,054
shares
|
$76,166
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,876
shares
|
$71,727
0.0% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,844
shares
|
$70,929
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|