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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
70,004
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.31%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
69,549
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
68,566
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
68,162
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Added 615.76%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
67,236
shares
|
$1.67 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
66,869
shares
|
$1.66 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
66,740
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
66,532
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
66,526
shares
|
$1.65 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
66,283
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2025
Added 88.75%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
66,077
shares
|
$1.64 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
63,639
shares
|
$1.58 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,565
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
63,079
shares
|
$1.56 Million
0.96% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
62,217
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 41.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
60,711
shares
|
$1.51 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
60,454
shares
|
$1.5 Million
1.13% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
59,737
shares
|
$1.48 Million
1.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
59,094
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
59,079
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
56,539
shares
|
$1.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
54,827
shares
|
$1.36 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
54,166
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
52,743
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
50,727
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 439.42%
|