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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$479,729
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
18,958
shares
|
$471,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
18,796
shares
|
$467,832
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,728
shares
|
$466,139
0.0% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
18,689
shares
|
$465,169
0.35% of portfolio
|
Q2 2025
Added 51.5%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
18,434
shares
|
$458,822
0.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
18,352
shares
|
$456,781
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,305
shares
|
$455,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,148
shares
|
$451,703
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
|
$447,795
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$445,854
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,257
shares
|
$429,526
0.0% of portfolio
|
Q2 2025
Reduced 68.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,110
shares
|
$425,867
0.03% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
16,993
shares
|
$422,955
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
16,924
shares
|
$421,238
1.08% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16,616
shares
|
$413,572
0.02% of portfolio
|
Q1 2025
Reduced 37.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,374
shares
|
$407,548
0.0% of portfolio
|
Q1 2025
Reduced 84.94%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
16,358
shares
|
$407,150
0.02% of portfolio
|
Q1 2025
Reduced 58.98%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,318
shares
|
$406,155
0.22% of portfolio
|
Q2 2025
Added 35.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
16,074
shares
|
$400,081
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,867
shares
|
$394,929
0.14% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
15,838
shares
|
$394,207
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,358
shares
|
$382,260
0.02% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
15,289
shares
|
$380,543
0.09% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
14,874
shares
|
$370,213
0.13% of portfolio
|
Q1 2025
Added 0.49%
|