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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
71,106
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
70,697
shares
|
$1.76 Million
0.97% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,554
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
68,162
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 615.76%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
67,675
shares
|
$1.69 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
|
$1.68 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
67,129
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
66,729
shares
|
$1.66 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
|
$1.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
65,986
shares
|
$1.65 Million
0.64% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
65,947
shares
|
$1.64 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
65,736
shares
|
$1.64 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
|
$1.64 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
65,142
shares
|
$1.62 Million
0.94% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,231
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
62,579
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 1121.29%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
62,505
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
61,151
shares
|
$1.53 Million
0.95% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
60,900
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 194.42%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
60,253
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
59,003
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
53,218
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,723
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 92.42%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
49,259
shares
|
$1.23 Million
0.26% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
48,867
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 12.33%
|