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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
78,538
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
77,302
shares
|
$1.95 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
76,993
shares
|
$1.94 Million
0.13% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
74,268
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
71,106
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
70,697
shares
|
$1.78 Million
0.97% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,554
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
68,162
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 615.76%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
67,675
shares
|
$1.71 Million
0.34% of portfolio
|
Q2 2025
Added 38.42%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
67,236
shares
|
$1.7 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
66,729
shares
|
$1.68 Million
0.37% of portfolio
|
Q2 2025
Reduced 33.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
66,353
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
65,986
shares
|
$1.66 Million
0.64% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
65,736
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
65,626
shares
|
$1.66 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
65,142
shares
|
$1.64 Million
0.94% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
64,358
shares
|
$1.62 Million
0.95% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,231
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
62,579
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 1121.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
60,389
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
60,253
shares
|
$1.52 Million
0.28% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
59,878
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
59,003
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
58,170
shares
|
$1.47 Million
1.63% of portfolio
|
Q3 2025
Reduced 63.03%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
57,713
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.94%
|