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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
468
shares
|
$11,606
0.01% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
408
shares
|
$10,118
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
370
shares
|
$9,176
0.0% of portfolio
|
Q1 2025
Added 1221.43%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
367
shares
|
$9,101
0.0% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
300
shares
|
$7,440
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
284
shares
|
$7,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
272
shares
|
$6,745
0.0% of portfolio
|
Q1 2025
Added 4433.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
270
shares
|
$6,696
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
270
shares
|
$6,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
231
shares
|
$5,728
0.0% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
229
shares
|
$5,679
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
202
shares
|
$5,009
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
198
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
187
shares
|
$4,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
184
shares
|
$4,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
180
shares
|
$4,464
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
170
shares
|
$4,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
165
shares
|
$4,092
0.0% of portfolio
|
Q1 2025
Added 68.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
158
shares
|
$3,918
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
144
shares
|
$3,571
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
136
shares
|
$3,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
116
shares
|
$2,876
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,802
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
112
shares
|
$2,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
110
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
Added 103.7%
|