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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
33,749
shares
|
$846,087
1.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
33,480
shares
|
$839,343
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
31,915
shares
|
$800,109
0.0% of portfolio
|
Q4 2024
Added 168.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
31,404
shares
|
$787,298
0.01% of portfolio
|
Q4 2024
Added 106.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
31,166
shares
|
$781,331
0.0% of portfolio
|
Q4 2024
Added 129.87%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
31,051
shares
|
$778,448
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
29,184
shares
|
$731,642
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,149
shares
|
$730,765
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
28,044
shares
|
$703,063
0.01% of portfolio
|
Q1 2025
Added 99.12%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
27,129
shares
|
$680,124
0.06% of portfolio
|
Q4 2024
Reduced 90.3%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
26,684
shares
|
$668,967
0.03% of portfolio
|
Q4 2024
Added 310.27%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,112
shares
|
$654,627
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
25,348
shares
|
$635,474
0.01% of portfolio
|
Q4 2024
Added 103.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,276
shares
|
$633,669
0.01% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
24,803
shares
|
$621,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
24,716
shares
|
$619,630
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
24,458
shares
|
$613,162
0.02% of portfolio
|
Q4 2024
Added 103.41%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
24,050
shares
|
$602,933
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
23,613
shares
|
$591,977
0.09% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
23,444
shares
|
$587,741
0.0% of portfolio
|
Q4 2024
Added 137.72%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
21,942
shares
|
$550,085
0.32% of portfolio
|
Q4 2024
Added 92.66%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
21,811
shares
|
$546,801
0.07% of portfolio
|
Q4 2024
Added 86.79%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
21,606
shares
|
$541,662
0.33% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
21,579
shares
|
$540,985
0.19% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
21,272
shares
|
$533,289
0.07% of portfolio
|
Q4 2024
Added 98.41%
|