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 398 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 $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
91,318
shares
|
$2.26 Million
1.41% of portfolio
|
Q3 2024
Added 86.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
90,186
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
90,064
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
89,548
shares
|
$2.21 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
89,234
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
88,496
shares
|
$2.19 Million
1.63% of portfolio
|
Q3 2024
Added 65.83%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
85,415
shares
|
$2.11 Million
1.46% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
83,400
shares
|
$2.06 Million
2.85% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
82,630
shares
|
$2.04 Million
1.41% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
81,166
shares
|
$2 Million
0.14% of portfolio
|
Q3 2024
Added 106.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
75,524
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
73,548
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
72,449
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
69,575
shares
|
$1.72 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
69,351
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 251.61%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
68,758
shares
|
$1.7 Million
1.66% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
68,102
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
65,275
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 84.07%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
64,671
shares
|
$1.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
63,299
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,069
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
57,875
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 841.36%
|