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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
92,882
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
92,757
shares
|
$2.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 70.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.3 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,412
shares
|
$2.28 Million
0.23% of portfolio
|
Q2 2025
Added 37.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
90,381
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
89,704
shares
|
$2.24 Million
0.12% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
88,635
shares
|
$2.21 Million
0.45% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
87,934
shares
|
$2.19 Million
1.93% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
87,925
shares
|
$2.19 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
87,812
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 73.11%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
86,513
shares
|
$2.16 Million
1.46% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
84,590
shares
|
$2.11 Million
0.39% of portfolio
|
Q2 2025
Added 98.05%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
83,500
shares
|
$2.08 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
83,404
shares
|
$2.08 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
82,969
shares
|
$2.07 Million
1.96% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.06 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
82,304
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
79,650
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
79,146
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
78,538
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
77,769
shares
|
$1.94 Million
0.58% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
77,302
shares
|
$1.93 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
74,268
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
73,323
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 39.02%
|