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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
590,805
shares
|
$14.7 Million
3.27% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
584,327
shares
|
$14.5 Million
0.41% of portfolio
|
Q1 2025
Added 79.04%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
551,376
shares
|
$13.7 Million
5.64% of portfolio
|
Q1 2025
Added 88.51%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
526,709
shares
|
$13.1 Million
4.52% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
512,393
shares
|
$12.7 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
505,377
shares
|
$12.5 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
497,148
shares
|
$12.3 Million
4.2% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
466,272
shares
|
$11.6 Million
1.04% of portfolio
|
Q1 2025
Added 117.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
452,450
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
450,566
shares
|
$11.2 Million
5.45% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
422,840
shares
|
$10.5 Million
0.4% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
418,068
shares
|
$10.4 Million
1.02% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
410,926
shares
|
$10.2 Million
1.94% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
397,262
shares
|
$9.85 Million
2.05% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
387,280
shares
|
$9.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
364,001
shares
|
$9.03 Million
1.96% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
360,558
shares
|
$8.94 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
360,529
shares
|
$8.94 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
355,075
shares
|
$8.81 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
341,685
shares
|
$8.47 Million
4.74% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
341,341
shares
|
$8.47 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
335,096
shares
|
$8.31 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.13 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
318,396
shares
|
$7.9 Million
2.19% of portfolio
|
Q1 2025
Added 7.56%
|