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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.29 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
91,622
shares
|
$2.27 Million
0.3% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
91,525
shares
|
$2.27 Million
2.02% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
90,914
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Added 157.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
90,233
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
90,189
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2025
Added 208.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
90,079
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
89,567
shares
|
$2.22 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
88,506
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
Added 33940.77%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
87,379
shares
|
$2.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
85,815
shares
|
$2.13 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
84,662
shares
|
$2.1 Million
0.1% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
84,524
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Added 26.27%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
84,392
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Enstar Group LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
83,500
shares
|
$2.07 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
82,966
shares
|
$2.06 Million
0.05% of portfolio
|
Q4 2024
Added 147.06%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.05 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
81,318
shares
|
$2.02 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
79,573
shares
|
$1.97 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
74,090
shares
|
$1.84 Million
2.0% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,295
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Added 285.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
70,972
shares
|
$1.76 Million
0.36% of portfolio
|
Q1 2025
Added 287.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
70,881
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
70,855
shares
|
$1.76 Million
0.18% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
70,476
shares
|
$1.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 21.07%
|