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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
40,079
shares
|
$997,566
0.08% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,508
shares
|
$983,354
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$974,717
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
38,405
shares
|
$955,900
0.01% of portfolio
|
Q1 2025
Added 51.51%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
38,210
shares
|
$951,046
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
37,397
shares
|
$930,811
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,658
shares
|
$912,417
0.0% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
35,202
shares
|
$876,177
0.87% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,825
shares
|
$866,794
0.03% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
34,048
shares
|
$847,454
0.01% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
34,016
shares
|
$846,658
0.0% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
33,480
shares
|
$833,317
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
31,875
shares
|
$793,368
0.17% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
31,655
shares
|
$787,892
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,635
shares
|
$787,395
0.01% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
31,528
shares
|
$784,731
0.38% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
31,500
shares
|
$784,035
0.69% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
30,789
shares
|
$766,338
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,517
shares
|
$759,568
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
29,317
shares
|
$729,700
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
26,880
shares
|
$669,043
0.0% of portfolio
|
Q1 2025
Added 101.38%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
26,325
shares
|
$655,229
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
25,497
shares
|
$634,620
0.61% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,276
shares
|
$629,119
0.01% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
25,240
shares
|
$628,223
0.05% of portfolio
|
Q2 2025
New holding
|