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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
5,278
shares
|
$130,894
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,124
shares
|
$127,075
0.01% of portfolio
|
Q1 2025
Added 128000.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,117
shares
|
$126,901
0.0% of portfolio
|
Q1 2025
Added 757.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
4,836
shares
|
$119,932
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$111,476
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
4,363
shares
|
$108,202
0.03% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,298
shares
|
$106,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
4,296
shares
|
$106,540
0.05% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,239
shares
|
$105,127
0.0% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$93,074
0.16% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,738
shares
|
$92,702
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,465
shares
|
$85,932
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,444
shares
|
$85,411
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,890
shares
|
$71,672
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,876
shares
|
$71,324
0.01% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,696
shares
|
$66,860
0.0% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,696
shares
|
$66,860
0.0% of portfolio
|
Q4 2024
Added 94.66%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,660
shares
|
$65,968
0.01% of portfolio
|
Q1 2025
Added 232.5%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,636
shares
|
$65,372
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,528
shares
|
$62,694
0.0% of portfolio
|
Q1 2025
Added 54.9%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,412
shares
|
$59,817
0.01% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,334
shares
|
$57,883
0.0% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,281
shares
|
$56,568
0.0% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,890
shares
|
$46,872
0.02% of portfolio
|
Q1 2025
Added 231.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,852
shares
|
$45,929
0.01% of portfolio
|
Q1 2025
Added 3093.1%
|