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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
678
shares
|
$16,909
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$16,186
1.47% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
628
shares
|
$15,662
0.01% of portfolio
|
Q2 2025
Reduced 48.61%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
590
shares
|
$14,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
587
shares
|
$14,639
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
572
shares
|
$14,265
0.0% of portfolio
|
Q4 2024
Added 48.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
542
shares
|
$13,517
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
541
shares
|
$13,492
0.0% of portfolio
|
Q2 2025
Added 275.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
526
shares
|
$13,118
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
506
shares
|
$12,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
490
shares
|
$12,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
468
shares
|
$11,671
0.01% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
451
shares
|
$11,247
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
429
shares
|
$10,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
426
shares
|
$10,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
408
shares
|
$10,175
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
322
shares
|
$8,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
309
shares
|
$7,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$7,482
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
270
shares
|
$6,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
242
shares
|
$6,035
0.0% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
242
shares
|
$6,035
0.0% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
236
shares
|
$5,885
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
202
shares
|
$5,037
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$4,938
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|