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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
133,633
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
133,015
shares
|
$3.36 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
131,409
shares
|
$3.32 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
127,176
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
127,113
shares
|
$3.21 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
|
$3.14 Million
1.91% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
120,339
shares
|
$3.04 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
120,339
shares
|
$3.04 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
119,440
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
119,439
shares
|
$3.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
118,472
shares
|
$2.99 Million
0.87% of portfolio
|
Q3 2025
Added 52.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
114,564
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2025
Reduced 34.22%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
114,406
shares
|
$2.89 Million
0.14% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
114,367
shares
|
$2.89 Million
0.2% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
114,319
shares
|
$2.88 Million
0.59% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
114,124
shares
|
$2.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
113,310
shares
|
$2.86 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
|
$2.83 Million
0.68% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
111,598
shares
|
$2.82 Million
0.38% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
110,723
shares
|
$2.79 Million
1.09% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
110,225
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
106,933
shares
|
$2.7 Million
1.28% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
104,055
shares
|
$2.63 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
101,966
shares
|
$2.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
101,349
shares
|
$2.56 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.27%
|