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 398 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 $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
24,763
shares
|
$611,646
0.26% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
23,756
shares
|
$586,773
0.17% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
23,447
shares
|
$579,140
0.1% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
23,140
shares
|
$571,558
0.68% of portfolio
|
Q3 2024
Added 317.92%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
23,042
shares
|
$569,137
0.09% of portfolio
|
Q3 2024
Added 47.64%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
22,823
shares
|
$563,728
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,453
shares
|
$554,589
0.05% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,413
shares
|
$553,601
0.06% of portfolio
|
Q3 2024
Added 219.27%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
21,162
shares
|
$522,701
0.27% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,898
shares
|
$516,180
0.01% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,335
shares
|
$502,274
0.27% of portfolio
|
Q2 2024
Added 16.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
20,166
shares
|
$498,100
0.08% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
19,279
shares
|
$476,191
0.0% of portfolio
|
Q3 2024
Added 40.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$476,067
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,188
shares
|
$473,943
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
18,846
shares
|
$465,496
0.09% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
18,464
shares
|
$456,060
0.03% of portfolio
|
Q3 2024
Reduced 66.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
18,380
shares
|
$453,986
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$442,451
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
17,760
shares
|
$438,672
0.05% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
17,379
shares
|
$429,261
0.05% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
16,720
shares
|
$412,984
0.03% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
16,296
shares
|
$402,511
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
16,013
shares
|
$395,521
0.22% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,975
shares
|
$394,582
0.5% of portfolio
|
Q3 2024
Reduced 7.95%
|