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 |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
21,178
shares
|
$530,932
0.14% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
20,924
shares
|
$524,564
0.1% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
20,872
shares
|
$523,261
0.47% of portfolio
|
Q4 2024
Added 253.76%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
20,770
shares
|
$520,703
0.25% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
20,200
shares
|
$506,414
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
19,989
shares
|
$501,124
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
19,405
shares
|
$486,483
0.13% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
19,325
shares
|
$484,477
0.07% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$483,199
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
19,261
shares
|
$482,873
0.03% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19,196
shares
|
$481,243
0.03% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
19,191
shares
|
$481,118
0.1% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,934
shares
|
$474,675
0.01% of portfolio
|
Q4 2024
Added 87.73%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,859
shares
|
$472,795
0.0% of portfolio
|
Q4 2024
Added 14519.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
18,796
shares
|
$471,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,484
shares
|
$463,393
0.02% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
18,408
shares
|
$461,488
0.34% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
18,175
shares
|
$455,647
0.05% of portfolio
|
Q4 2024
Added 102.51%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,148
shares
|
$454,970
0.0% of portfolio
|
Q1 2025
Reduced 31.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
17,991
shares
|
$451,034
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$449,078
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
17,312
shares
|
$434,011
0.2% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
17,165
shares
|
$430,326
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
16,899
shares
|
$423,657
0.03% of portfolio
|
Q4 2024
Added 94.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
16,543
shares
|
$414,733
0.02% of portfolio
|
Q4 2024
Reduced 68.88%
|