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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,720
shares
|
$42,656
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,716
shares
|
$42,556
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,690
shares
|
$41,912
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$41,564
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,612
shares
|
$39,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,444
shares
|
$35,811
0.01% of portfolio
|
Q1 2025
Reduced 71.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,248
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,373
shares
|
$34,050
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,334
shares
|
$33,083
0.0% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,294
shares
|
$32,091
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,246
shares
|
$30,900
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,238
shares
|
$30,702
0.0% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,226
shares
|
$30,404
0.0% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,222
shares
|
$30,305
0.01% of portfolio
|
Q1 2025
Reduced 84.26%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,041
shares
|
$25,816
0.03% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
838
shares
|
$20,782
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
700
shares
|
$17,360
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
696
shares
|
$17,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
678
shares
|
$16,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$16,095
1.47% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
572
shares
|
$14,185
0.0% of portfolio
|
Q4 2024
Added 48.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
521
shares
|
$12,920
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
506
shares
|
$12,548
0.0% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
490
shares
|
$12,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
470
shares
|
$11,656
0.0% of portfolio
|
Q4 2024
Added 100.0%
|