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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,524
shares
|
$414,256
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
16,314
shares
|
$408,991
0.06% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
16,215
shares
|
$406,510
0.04% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
16,067
shares
|
$402,799
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
15,838
shares
|
$397,058
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
15,724
shares
|
$394,200
0.06% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
15,660
shares
|
$392,596
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
15,289
shares
|
$383,295
0.09% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
14,891
shares
|
$373,317
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,874
shares
|
$372,891
0.13% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,872
shares
|
$372,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
14,744
shares
|
$369,632
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$367,325
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
13,940
shares
|
$349,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,719
shares
|
$343,935
0.0% of portfolio
|
Q1 2025
Reduced 56.34%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13,539
shares
|
$339,422
0.12% of portfolio
|
Q4 2024
Added 11471.79%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
13,348
shares
|
$334,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
13,155
shares
|
$329,795
0.05% of portfolio
|
Q4 2024
Added 89.14%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
13,070
shares
|
$327,664
0.03% of portfolio
|
Q1 2025
Reduced 86.94%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
12,542
shares
|
$314,427
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,345
shares
|
$309,489
0.05% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
12,336
shares
|
$309,263
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$307,859
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
12,076
shares
|
$302,745
0.18% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
12,061
shares
|
$302,369
0.17% of portfolio
|
Q4 2024
Added 181.67%
|