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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
184
shares
|
$4,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$4,489
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
165
shares
|
$4,115
0.0% of portfolio
|
Q1 2025
Added 68.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
158
shares
|
$3,940
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150
shares
|
$3,741
0.0% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
136
shares
|
$3,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
127
shares
|
$3,167
0.0% of portfolio
|
Q2 2025
Reduced 99.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
118
shares
|
$2,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
116
shares
|
$2,893
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,818
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
112
shares
|
$2,793
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
112
shares
|
$2,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
110
shares
|
$2,743
0.0% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,593
0.0% of portfolio
|
Q3 2023
Added 140.38%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
99
shares
|
$2,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,294
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
88
shares
|
$2,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
86
shares
|
$2,144
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
80
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
76
shares
|
$1,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
76
shares
|
$1,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,820
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
70
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
Reduced 81.08%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
70
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,596
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|