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 477 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $8.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
127,586
shares
|
$3.16 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
127,369
shares
|
$3.16 Million
0.18% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
127,113
shares
|
$3.15 Million
1.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
124,297
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
122,079
shares
|
$3.03 Million
0.25% of portfolio
|
Q4 2024
Added 146.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
121,167
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
114,319
shares
|
$2.84 Million
0.59% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
112,923
shares
|
$2.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
110,913
shares
|
$2.75 Million
0.38% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
110,468
shares
|
$2.74 Million
0.1% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
105,555
shares
|
$2.62 Million
0.27% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
103,253
shares
|
$2.56 Million
1.44% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
103,228
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.47%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
103,050
shares
|
$2.56 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
100,704
shares
|
$2.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
99,733
shares
|
$2.47 Million
0.66% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
98,135
shares
|
$2.43 Million
1.69% of portfolio
|
Q1 2025
Added 61.76%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
95,655
shares
|
$2.37 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
95,421
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
94,704
shares
|
$2.35 Million
0.15% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
93,852
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
93,769
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.3 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|