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 497 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,432
shares
|
$86,589
0.03% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3,054
shares
|
$77,052
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,953
shares
|
$74,504
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,844
shares
|
$71,754
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,784
shares
|
$70,240
0.0% of portfolio
|
Q2 2025
Reduced 34.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,719
shares
|
$68,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,617
shares
|
$66,026
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,513
shares
|
$63,402
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,451
shares
|
$61,838
0.0% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,185
shares
|
$55,127
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,888
shares
|
$47,634
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,814
shares
|
$45,767
0.01% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,732
shares
|
$43,698
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,720
shares
|
$43,395
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$42,285
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$36,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
1,444
shares
|
$36,432
0.0% of portfolio
|
Q1 2025
Reduced 71.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,842
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,373
shares
|
$34,640
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,246
shares
|
$31,436
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,211
shares
|
$30,553
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,034
shares
|
$26,087
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
874
shares
|
$22,051
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
855
shares
|
$21,571
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
811
shares
|
$20,461
0.01% of portfolio
|
Q3 2025
New holding
|