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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,638
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
47,316
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
47,130
shares
|
$1.18 Million
0.88% of portfolio
|
Q2 2025
Added 143.3%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
46,625
shares
|
$1.16 Million
0.43% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
45,646
shares
|
$1.14 Million
1.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
45,480
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
44,868
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2025
Added 40.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
44,790
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
44,648
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
44,080
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
43,146
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
42,691
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
41,649
shares
|
$1.04 Million
1.11% of portfolio
|
Q3 2024
Added 772.41%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
41,316
shares
|
$1.03 Million
0.72% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,252
shares
|
$1.03 Million
0.57% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,873
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
40,611
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
40,606
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
40,302
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
40,079
shares
|
$999,570
0.08% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
39,595
shares
|
$987,499
0.23% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,508
shares
|
$985,329
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$976,675
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
38,210
shares
|
$952,957
0.01% of portfolio
|
Q2 2025
Added 4.69%
|