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 399 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
686,442
shares
|
$16.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
683,617
shares
|
$16.7 Million
0.55% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
678,055
shares
|
$16.6 Million
3.78% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
643,896
shares
|
$15.7 Million
2.07% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
574,464
shares
|
$14 Million
1.37% of portfolio
|
Q3 2024
Added 2458.52%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
570,155
shares
|
$13.9 Million
6.7% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
538,724
shares
|
$13.2 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
529,003
shares
|
$12.9 Million
10.8% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
502,873
shares
|
$12.3 Million
2.42% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
494,411
shares
|
$12.1 Million
5.62% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
485,900
shares
|
$11.9 Million
0.96% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
474,775
shares
|
$11.6 Million
2.26% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
420,523
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
416,177
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
399,330
shares
|
$9.76 Million
2.29% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
386,936
shares
|
$9.45 Million
0.29% of portfolio
|
Q3 2024
Added 98.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
376,064
shares
|
$9.19 Million
1.8% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
370,949
shares
|
$9.06 Million
9.76% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
369,146
shares
|
$9.02 Million
4.78% of portfolio
|
Q3 2024
Added 417.86%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
366,249
shares
|
$8.95 Million
4.64% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
357,917
shares
|
$8.74 Million
15.45% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
354,192
shares
|
$8.65 Million
1.43% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
340,164
shares
|
$8.31 Million
3.81% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
337,467
shares
|
$8.24 Million
2.46% of portfolio
|
Q3 2024
Added 2.66%
|