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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
632,372
shares
|
$16 Million
3.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
624,562
shares
|
$15.8 Million
3.91% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
612,910
shares
|
$15.5 Million
0.35% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
598,114
shares
|
$15.1 Million
3.28% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
584,191
shares
|
$14.7 Million
4.22% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
583,202
shares
|
$14.7 Million
9.0% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
559,604
shares
|
$14.1 Million
0.47% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$14 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
524,487
shares
|
$13.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
519,525
shares
|
$13.1 Million
0.15% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
496,618
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
468,506
shares
|
$11.8 Million
2.04% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
463,905
shares
|
$11.7 Million
8.14% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
450,255
shares
|
$11.4 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
440,257
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
427,406
shares
|
$10.8 Million
0.72% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
425,395
shares
|
$10.7 Million
2.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
425,261
shares
|
$10.7 Million
2.42% of portfolio
|
Q3 2025
Added 16032.81%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
406,576
shares
|
$10.3 Million
2.42% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
393,136
shares
|
$9.92 Million
1.31% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
375,231
shares
|
$9.47 Million
6.02% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
371,836
shares
|
$9.38 Million
0.52% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
371,118
shares
|
$9.36 Million
1.93% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
363,497
shares
|
$9.17 Million
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
360,038
shares
|
$9.08 Million
0.01% of portfolio
|
Q3 2025
Added 82.04%
|