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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
133,633
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
131,409
shares
|
$3.28 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
127,176
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
127,113
shares
|
$3.17 Million
1.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
124,441
shares
|
$3.1 Million
1.91% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
119,440
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
119,439
shares
|
$2.98 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
114,319
shares
|
$2.85 Million
0.59% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
114,124
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
113,310
shares
|
$2.83 Million
0.04% of portfolio
|
Q2 2025
Added 25.57%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
112,092
shares
|
$2.8 Million
0.68% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
111,598
shares
|
$2.78 Million
0.38% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
110,253
shares
|
$2.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
106,496
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
104,156
shares
|
$2.6 Million
1.33% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
101,966
shares
|
$2.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
101,913
shares
|
$2.54 Million
0.16% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
99,758
shares
|
$2.49 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
97,426
shares
|
$2.43 Million
0.09% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
97,131
shares
|
$2.42 Million
0.32% of portfolio
|
Q2 2025
Added 59.99%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
96,092
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.75%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
95,447
shares
|
$2.38 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
93,456
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|