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 497 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 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
|
$15.8 Million
3.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
632,148
shares
|
$15.8 Million
5.36% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
612,910
shares
|
$15.3 Million
0.35% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
587,661
shares
|
$14.7 Million
5.24% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
582,454
shares
|
$14.5 Million
3.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
573,945
shares
|
$14.3 Million
4.08% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
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%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
549,484
shares
|
$13.7 Million
4.19% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
532,900
shares
|
$13.3 Million
1.09% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
519,525
shares
|
$13 Million
0.15% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
498,190
shares
|
$12.4 Million
0.45% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
496,618
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
452,546
shares
|
$11.3 Million
8.53% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
450,255
shares
|
$11.2 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
449,535
shares
|
$11.2 Million
2.04% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
440,257
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
425,395
shares
|
$10.6 Million
2.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
407,125
shares
|
$10.2 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
375,231
shares
|
$9.36 Million
6.02% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
371,836
shares
|
$9.27 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
|
$9.26 Million
1.93% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
365,808
shares
|
$9.12 Million
1.32% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
363,497
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
363,196
shares
|
$9.06 Million
2.27% of portfolio
|
Q2 2025
Added 470.71%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
348,994
shares
|
$8.7 Million
2.01% of portfolio
|
Q2 2025
Added 9.61%
|