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 485 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
219,369,491
shares
|
$5.46 Billion
1.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,570,658
shares
|
$462 Million
0.1% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,106,916
shares
|
$326 Million
0.09% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,096,546
shares
|
$201 Million
0.22% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,689,418
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
3,470,641
shares
|
$86.3 Million
22.45% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,393,459
shares
|
$84.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,256,103
shares
|
$81 Million
10.73% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,900,000
shares
|
$72.1 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,713,127
shares
|
$67.5 Million
0.02% of portfolio
|
Q1 2025
Added 22.04%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
2,627,544
shares
|
$65.3 Million
13.06% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$57.6 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,265,354
shares
|
$56.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,181,127
shares
|
$54.2 Million
3.84% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,899,775
shares
|
$47.2 Million
2.16% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$44.3 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,767,135
shares
|
$43.9 Million
6.78% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
1,759,046
shares
|
$43.7 Million
7.38% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,740,588
shares
|
$43.3 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,670,536
shares
|
$41.5 Million
0.52% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,599,501
shares
|
$39.8 Million
0.63% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,544,000
shares
|
$38.4 Million
0.11% of portfolio
|
Q1 2025
Added 8087.07%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,466,598
shares
|
$36.5 Million
4.17% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,332,570
shares
|
$33.1 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,283,506
shares
|
$31.9 Million
2.95% of portfolio
|
Q1 2025
Added 6.78%
|