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 521 institutions that hold shares in the stock, with a total of 390 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
1,345,645
shares
|
$33.8 Million
11.72% of portfolio
|
Q4 2025
Added 5.91%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
1,343,014
shares
|
$33.7 Million
0.19% of portfolio
|
Q4 2025
Added 15.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,342,854
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,260,574
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 29, 2026 Q4 2025 |
1,198,687
shares
|
$30.1 Million
4.01% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
1,143,367
shares
|
$28.7 Million
1.01% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,139,355
shares
|
$28.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
1,138,809
shares
|
$28.6 Million
5.53% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,122,315
shares
|
$28.2 Million
1.5% of portfolio
|
Q4 2025
Reduced 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,118,687
shares
|
$28.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,114,542
shares
|
$28 Million
2.85% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
1,064,666
shares
|
$26.7 Million
2.22% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
979,014
shares
|
$24.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
970,785
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
903,971
shares
|
$22.7 Million
1.88% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
894,378
shares
|
$22.5 Million
0.29% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
830,664
shares
|
$20.9 Million
15.49% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
817,265
shares
|
$20.5 Million
9.15% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
802,764
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
741,168
shares
|
$18.6 Million
1.07% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
722,546
shares
|
$18.1 Million
0.47% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 28, 2026 Q4 2025 |
675,334
shares
|
$17 Million
4.67% of portfolio
|
Q4 2025
Added 15.6%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
664,437
shares
|
$16.7 Million
5.22% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
646,305
shares
|
$16.2 Million
3.1% of portfolio
|
Q4 2025
Added 3.48%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
635,247
shares
|
$16 Million
2.92% of portfolio
|
Q3 2025
Added 0.45%
|
|