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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
223,940
shares
|
$5.65 Million
2.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
221,416
shares
|
$5.59 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
212,119
shares
|
$5.35 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
211,368
shares
|
$5.33 Million
1.6% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
207,071
shares
|
$5.22 Million
3.41% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
207,045
shares
|
$5.22 Million
3.46% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
203,248
shares
|
$5.13 Million
2.32% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
202,443
shares
|
$5.11 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
|
$5.08 Million
3.32% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
199,290
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 30.01%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
188,785
shares
|
$4.76 Million
4.45% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
187,036
shares
|
$4.72 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
186,543
shares
|
$4.71 Million
0.55% of portfolio
|
Q2 2025
Added 103.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
185,296
shares
|
$4.68 Million
0.02% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
177,509
shares
|
$4.48 Million
2.91% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
175,852
shares
|
$4.44 Million
1.33% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
174,563
shares
|
$4.4 Million
0.07% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
172,446
shares
|
$4.35 Million
1.36% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.28 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
163,660
shares
|
$4.13 Million
0.46% of portfolio
|
Q2 2025
Added 28.27%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
152,684
shares
|
$3.85 Million
0.52% of portfolio
|
Q2 2025
Added 6230.18%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
151,900
shares
|
$3.83 Million
2.53% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
146,726
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
143,237
shares
|
$3.61 Million
0.19% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
137,631
shares
|
$3.47 Million
0.04% of portfolio
|
Q2 2025
Added 10.73%
|