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 |
|---|---|---|---|---|---|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
56,650
shares
|
$1.43 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
53,753
shares
|
$1.36 Million
0.69% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
53,218
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,723
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 92.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
51,057
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
49,259
shares
|
$1.24 Million
0.26% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
48,867
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
48,692
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,638
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
47,475
shares
|
$1.2 Million
0.84% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
47,308
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2025
Added 165.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
46,625
shares
|
$1.18 Million
0.43% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
46,478
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
46,212
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
46,186
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
45,897
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
45,646
shares
|
$1.15 Million
1.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
44,868
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2025
Added 40.76%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
44,816
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
44,790
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
44,080
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
43,146
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
41,316
shares
|
$1.04 Million
0.72% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,252
shares
|
$1.04 Million
0.57% of portfolio
|
Q1 2025
Reduced 95.98%
|