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 461 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
217,197,886
shares
|
$5.45 Billion
1.0% of portfolio
|
Q4 2024
Added 101.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,936,926
shares
|
$400 Million
0.08% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
12,675,135
shares
|
$318 Million
0.08% of portfolio
|
Q4 2024
Added 144.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,473,433
shares
|
$212 Million
0.02% of portfolio
|
Q4 2024
Added 107.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,779,263
shares
|
$195 Million
0.2% of portfolio
|
Q4 2024
Added 99.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,703,976
shares
|
$143 Million
0.01% of portfolio
|
Q4 2024
Added 308.24%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,421,646
shares
|
$85.8 Million
23.61% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,900,000
shares
|
$72.7 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,713,127
shares
|
$68 Million
0.02% of portfolio
|
Q1 2025
Added 22.04%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
2,712,748
shares
|
$68 Million
15.18% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$58.1 Million
0.72% of portfolio
|
Q4 2024
Added 111.57%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$58.1 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,270,896
shares
|
$56.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,181,127
shares
|
$54.7 Million
3.84% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
2,135,579
shares
|
$53.5 Million
7.62% of portfolio
|
Q1 2025
Added 34.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,899,775
shares
|
$47.6 Million
2.16% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$44.6 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
1,771,899
shares
|
$44.4 Million
7.74% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
1,601,883
shares
|
$40.2 Million
7.73% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,466,598
shares
|
$36.8 Million
4.17% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,444,096
shares
|
$36.2 Million
0.54% of portfolio
|
Q4 2024
Added 111.24%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,345,573
shares
|
$33.7 Million
2.13% of portfolio
|
Q4 2024
Added 108.97%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,225,863
shares
|
$30.7 Million
0.03% of portfolio
|
Q4 2024
Added 74.03%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,202,011
shares
|
$30.1 Million
2.62% of portfolio
|
Q4 2024
Added 139.03%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
1,167,272
shares
|
$29.3 Million
11.82% of portfolio
|
Q1 2025
Added 4.95%
|