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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
329,584
shares
|
$8.06 Million
4.36% of portfolio
|
Q3 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
315,450
shares
|
$7.71 Million
2.72% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
312,155
shares
|
$7.63 Million
0.45% of portfolio
|
Q3 2024
Added 125.62%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
306,351
shares
|
$7.49 Million
0.25% of portfolio
|
Q3 2024
Added 136.26%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
305,910
shares
|
$7.48 Million
2.54% of portfolio
|
Q3 2024
Added 81.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
280,322
shares
|
$6.85 Million
0.03% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
279,607
shares
|
$6.83 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
279,305
shares
|
$6.83 Million
3.43% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
257,445
shares
|
$6.29 Million
5.5% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
245,304
shares
|
$6 Million
0.45% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
240,144
shares
|
$5.87 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
239,508
shares
|
$5.85 Million
4.58% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
236,301
shares
|
$5.78 Million
0.23% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
227,250
shares
|
$5.55 Million
4.54% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
218,601
shares
|
$5.34 Million
0.52% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
218,320
shares
|
$5.34 Million
3.93% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
217,590
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
207,597
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
205,290
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
198,261
shares
|
$4.85 Million
3.24% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
192,267
shares
|
$4.7 Million
1.93% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
176,065
shares
|
$4.3 Million
1.71% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
172,579
shares
|
$4.22 Million
1.16% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
170,030
shares
|
$4.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.15 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|