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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
212,328
shares
|
$5.3 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
207,045
shares
|
$5.16 Million
3.46% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
202,443
shares
|
$5.05 Million
1.68% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
201,528
shares
|
$5.03 Million
3.32% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
197,777
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Added 42.79%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
192,887
shares
|
$4.81 Million
2.42% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
187,036
shares
|
$4.66 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
186,543
shares
|
$4.65 Million
0.55% of portfolio
|
Q2 2025
Added 103.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
185,296
shares
|
$4.62 Million
0.02% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
177,509
shares
|
$4.43 Million
2.91% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
174,563
shares
|
$4.35 Million
0.07% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
174,175
shares
|
$4.34 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
172,446
shares
|
$4.3 Million
1.36% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
171,300
shares
|
$4.27 Million
1.44% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.23 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
169,111
shares
|
$4.22 Million
0.54% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
163,660
shares
|
$4.08 Million
0.46% of portfolio
|
Q2 2025
Added 28.27%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
159,163
shares
|
$3.97 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
157,342
shares
|
$3.92 Million
2.24% of portfolio
|
Q2 2025
Reduced 81.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
153,285
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
152,684
shares
|
$3.81 Million
0.52% of portfolio
|
Q2 2025
Added 6230.18%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
147,736
shares
|
$3.68 Million
2.6% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
146,726
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
143,237
shares
|
$3.57 Million
0.19% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
137,631
shares
|
$3.43 Million
0.04% of portfolio
|
Q2 2025
Added 10.73%
|