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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,235,104
shares
|
$30.6 Million
1.05% of portfolio
|
Q1 2025
Added 48.52%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,177,829
shares
|
$29.2 Million
3.43% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
1,167,272
shares
|
$28.9 Million
11.82% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,164,882
shares
|
$28.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
1,135,878
shares
|
$28.2 Million
4.71% of portfolio
|
Q1 2025
Added 197.17%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,126,076
shares
|
$27.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
1,061,527
shares
|
$26.3 Million
1.08% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,056,877
shares
|
$26.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,052,085
shares
|
$26.1 Million
6.0% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,031,679
shares
|
$25.6 Million
0.05% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
996,700
shares
|
$24.7 Million
2.35% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
967,262
shares
|
$24 Million
0.15% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
928,038
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Added 111.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
917,767
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
880,107
shares
|
$21.8 Million
0.34% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
863,315
shares
|
$21.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
854,716
shares
|
$21.2 Million
9.12% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
845,574
shares
|
$21 Million
2.01% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
812,470
shares
|
$20.1 Million
15.98% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
782,889
shares
|
$19.4 Million
9.76% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
710,774
shares
|
$17.6 Million
0.52% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
658,564
shares
|
$16.3 Million
11.33% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
632,289
shares
|
$15.7 Million
3.34% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
626,455
shares
|
$15.5 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
604,190
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Added 2.23%
|