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 402 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
107,666,399
shares
|
$2.63 Billion
1.06% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,677,685
shares
|
$261 Million
0.11% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,188,028
shares
|
$127 Million
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,086,009
shares
|
$99.7 Million
0.02% of portfolio
|
Q3 2024
Added 604.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,898,675
shares
|
$95.2 Million
0.21% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,307,596
shares
|
$80.7 Million
22.05% of portfolio
|
Q4 2024
Added 110.79%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
2,591,654
shares
|
$63.3 Million
14.36% of portfolio
|
Q4 2024
Added 105.57%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,128,548
shares
|
$52 Million
2.4% of portfolio
|
Q4 2024
Added 109.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,049,343
shares
|
$50 Million
0.02% of portfolio
|
Q3 2024
Added 2032.84%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,016,938
shares
|
$49.2 Million
3.63% of portfolio
|
Q4 2024
Added 132.18%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,860,248
shares
|
$45.4 Million
8.0% of portfolio
|
Q4 2024
Added 89.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$43.5 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,741,580
shares
|
$42.5 Million
0.09% of portfolio
|
Q4 2024
Added 64.15%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,627,063
shares
|
$39.7 Million
7.43% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,588,042
shares
|
$38.8 Million
5.67% of portfolio
|
Q4 2024
Added 107.95%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,450,000
shares
|
$35.4 Million
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,428,036
shares
|
$34.9 Million
3.82% of portfolio
|
Q4 2024
Added 110.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,397,203
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,384,350
shares
|
$33.8 Million
0.19% of portfolio
|
Q4 2024
Added 101.67%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,345,573
shares
|
$32.8 Million
2.13% of portfolio
|
Q4 2024
Added 108.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,260,228
shares
|
$30.8 Million
0.03% of portfolio
|
Q3 2024
Added 710.63%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,202,032
shares
|
$29.3 Million
0.05% of portfolio
|
Q4 2024
Added 66.48%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,167,217
shares
|
$28.5 Million
6.57% of portfolio
|
Q4 2024
Added 104.72%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,120,329
shares
|
$27.3 Million
5.79% of portfolio
|
Q4 2024
Added 205.89%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,112,228
shares
|
$27.1 Million
10.96% of portfolio
|
Q4 2024
Added 110.25%
|