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 399 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 $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
43,761
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 66.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
43,222
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
41,537
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Added 387.01%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
41,491
shares
|
$1.01 Million
1.87% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
41,049
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 19.66%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
39,787
shares
|
$972,394
0.59% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
39,400
shares
|
$962,936
0.01% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
35,527
shares
|
$868,279
0.11% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
35,517
shares
|
$868,035
0.03% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
34,303
shares
|
$838,365
0.0% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
33,749
shares
|
$824,825
1.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33,581
shares
|
$820,719
0.04% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
33,054
shares
|
$807,839
0.1% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
32,751
shares
|
$800,434
0.42% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
32,531
shares
|
$795,057
0.18% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
31,785
shares
|
$776,825
0.99% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
31,022
shares
|
$758,177
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
28,259
shares
|
$690,649
0.97% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
27,938
shares
|
$682,804
0.13% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
27,282
shares
|
$666,772
0.04% of portfolio
|
Q3 2024
Added 44.62%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
26,398
shares
|
$645,167
0.02% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,854
shares
|
$631,871
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
25,662
shares
|
$627,179
0.02% of portfolio
|
Q3 2024
Added 67.89%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
25,461
shares
|
$622,266
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
25,230
shares
|
$616,621
0.77% of portfolio
|
Q3 2024
Added 3.67%
|