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 498 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,262,535
shares
|
$31.9 Million
0.0% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
1,215,695
shares
|
$30.7 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
|
$30.5 Million
0.37% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,191,772
shares
|
$30.1 Million
4.11% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,173,923
shares
|
$29.6 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
1,163,151
shares
|
$29.3 Million
0.17% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,139,112
shares
|
$28.7 Million
5.63% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
1,134,319
shares
|
$28.6 Million
0.34% of portfolio
|
Q2 2025
Added 192.89%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,133,415
shares
|
$28.6 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
|
$28.5 Million
0.05% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
1,099,895
shares
|
$27.8 Million
1.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,060,727
shares
|
$26.8 Million
2.32% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,059,114
shares
|
$26.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,012,884
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,008,568
shares
|
$25.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
883,221
shares
|
$22.3 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
873,958
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
861,612
shares
|
$21.7 Million
1.9% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
855,968
shares
|
$21.6 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
813,609
shares
|
$20.5 Million
15.28% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
790,678
shares
|
$19.9 Million
9.43% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
718,072
shares
|
$18.1 Million
0.47% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
698,569
shares
|
$17.6 Million
1.08% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
664,437
shares
|
$16.8 Million
5.22% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
640,429
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Added 6.0%
|