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 398 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,490
shares
|
$85,854
0.05% of portfolio
|
Q3 2023
Reduced 4.17%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
3,463
shares
|
$85,189
0.07% of portfolio
|
Q3 2024
Added 85.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,221
shares
|
$79,236
0.01% of portfolio
|
Q3 2024
Added 5268.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,217
shares
|
$79,138
0.01% of portfolio
|
Q3 2024
Reduced 24.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,045
shares
|
$74,907
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,718
shares
|
$66,862
0.11% of portfolio
|
Q3 2024
Added 45.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,705
shares
|
$66,543
0.01% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,530
shares
|
$62,238
0.03% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
2,510
shares
|
$61,746
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,429
shares
|
$59,753
0.01% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
2,177
shares
|
$53,554
0.05% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,847
shares
|
$45,436
0.01% of portfolio
|
Q2 2024
Added 59.36%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,699
shares
|
$41,795
0.0% of portfolio
|
Q2 2024
Added 1946.99%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,693
shares
|
$41,647
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,638
shares
|
$40,294
0.01% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,633
shares
|
$40,171
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,448
shares
|
$35,620
0.02% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,445
shares
|
$35,547
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,385
shares
|
$34,071
0.0% of portfolio
|
Q3 2024
Reduced 30.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$33,972
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,265
shares
|
$31,119
0.0% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,169
shares
|
$28,757
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
860
shares
|
$21,156
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
843
shares
|
$20,737
0.0% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
700
shares
|
$17,220
0.01% of portfolio
|
Q4 2020
New holding
|