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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
110
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
106
shares
|
$2,628
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
104
shares
|
$2,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,579
0.0% of portfolio
|
Q3 2023
Added 140.38%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,281
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
92
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
86
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
80
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
78
shares
|
$1,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
76
shares
|
$1,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,810
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,587
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
58
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$1,413
0.0% of portfolio
|
Q2 2021
Added 1.79%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
46
shares
|
$1,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
30
shares
|
$744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
29
shares
|
$719
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
22
shares
|
$545
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
20
shares
|
$496
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
14
shares
|
$347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13
shares
|
$322
0.0% of portfolio
|
Q2 2023
Added 8.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2023
Reduced 99.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|