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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
97,426
shares
|
$2.46 Million
0.09% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
97,131
shares
|
$2.45 Million
0.32% of portfolio
|
Q2 2025
Added 59.99%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
95,447
shares
|
$2.41 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
93,456
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
92,882
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
92,869
shares
|
$2.34 Million
0.08% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.34 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
92,757
shares
|
$2.34 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
|
$2.33 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
92,106
shares
|
$2.32 Million
1.73% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
91,412
shares
|
$2.31 Million
0.23% of portfolio
|
Q2 2025
Added 37.91%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
88,635
shares
|
$2.24 Million
0.45% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
87,934
shares
|
$2.22 Million
1.93% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
87,812
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 73.11%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
86,550
shares
|
$2.18 Million
0.58% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
86,513
shares
|
$2.18 Million
1.46% of portfolio
|
Q2 2025
Added 43.11%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
86,422
shares
|
$2.18 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
83,658
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
83,500
shares
|
$2.11 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
82,304
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
82,085
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2025
Added 114.83%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
79,439
shares
|
$2 Million
0.75% of portfolio
|
Q3 2025
Added 158.01%
|