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 497 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 |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
1,215,695
shares
|
$30.3 Million
2.7% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,207,518
shares
|
$30.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,185,622
shares
|
$29.6 Million
1.71% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
1,175,157
shares
|
$29.3 Million
11.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,144,462
shares
|
$28.5 Million
4.28% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
1,134,319
shares
|
$28.3 Million
0.34% of portfolio
|
Q2 2025
Added 192.89%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,133,415
shares
|
$28.3 Million
3.15% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,128,250
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
1,099,895
shares
|
$27.4 Million
1.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,061,132
shares
|
$26.5 Million
5.65% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,059,114
shares
|
$26.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
1,037,065
shares
|
$25.9 Million
2.35% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,012,884
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
1,011,392
shares
|
$25.2 Million
0.15% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,008,568
shares
|
$25.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
883,221
shares
|
$22 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
873,958
shares
|
$21.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
861,612
shares
|
$21.5 Million
1.9% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
855,968
shares
|
$21.3 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
813,609
shares
|
$20.3 Million
15.28% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
790,678
shares
|
$19.7 Million
9.43% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
704,762
shares
|
$17.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
698,569
shares
|
$17.4 Million
1.08% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
695,093
shares
|
$17.3 Million
12.63% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
640,429
shares
|
$16 Million
0.03% of portfolio
|
Q2 2025
Added 6.0%
|