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 399 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 $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,749
shares
|
$384,748
0.01% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,516
shares
|
$379,055
0.0% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,190
shares
|
$371,091
0.01% of portfolio
|
Q3 2024
Added 49.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,961
shares
|
$365,497
0.05% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$357,948
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,552
shares
|
$355,505
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,424
shares
|
$352,378
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
14,161
shares
|
$345,953
0.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,558
shares
|
$331,221
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,010
shares
|
$317,834
0.0% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,967
shares
|
$316,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,467
shares
|
$304,568
0.01% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,394
shares
|
$302,785
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$300,000
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
12,025
shares
|
$293,770
0.02% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,024
shares
|
$293,746
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,885
shares
|
$290,350
0.0% of portfolio
|
Q3 2024
Reduced 62.21%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
11,865
shares
|
$289,861
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
11,742
shares
|
$286,857
0.62% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,736
shares
|
$286,710
0.02% of portfolio
|
Q3 2024
Added 36.83%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,677
shares
|
$285,269
0.07% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
11,628
shares
|
$284,072
0.21% of portfolio
|
Q2 2024
Reduced 22.47%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$278,746
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
11,389
shares
|
$278,233
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
11,008
shares
|
$268,925
0.31% of portfolio
|
Q2 2024
New holding
|