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 497 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,429
shares
|
$666,275
0.02% of portfolio
|
Q2 2025
Added 127.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,365
shares
|
$664,661
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
26,325
shares
|
$663,653
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
26,035
shares
|
$656,342
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
25,973
shares
|
$654,779
0.07% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
25,240
shares
|
$636,300
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
24,875
shares
|
$627,098
0.0% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,452
shares
|
$616,434
0.0% of portfolio
|
Q2 2025
Added 154.47%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
24,412
shares
|
$615,426
0.1% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,136
shares
|
$608,468
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
23,936
shares
|
$603,426
0.47% of portfolio
|
Q2 2025
Added 63.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
23,638
shares
|
$595,913
0.06% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
23,582
shares
|
$594,502
0.28% of portfolio
|
Q2 2025
Added 42.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
23,424
shares
|
$590,519
0.02% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
22,732
shares
|
$573,073
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
22,453
shares
|
$566,040
0.05% of portfolio
|
Q2 2025
Reduced 67.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
22,413
shares
|
$565,031
0.0% of portfolio
|
Q2 2025
Reduced 66.31%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
21,950
shares
|
$553,359
0.12% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,804
shares
|
$549,678
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
21,728
shares
|
$547,762
0.25% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
21,700
shares
|
$547,057
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
21,422
shares
|
$540,048
0.31% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
21,333
shares
|
$537,804
0.22% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
21,292
shares
|
$536,771
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
21,196
shares
|
$534,351
0.13% of portfolio
|
Q2 2025
Added 0.08%
|