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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
11,846
shares
|
$296,979
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
11,832
shares
|
$296,628
0.0% of portfolio
|
Q4 2024
Added 110.12%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$286,048
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,988
shares
|
$275,469
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
10,577
shares
|
$265,165
0.07% of portfolio
|
Q4 2024
Added 102.62%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
10,368
shares
|
$259,925
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
10,350
shares
|
$259,474
0.02% of portfolio
|
Q4 2024
Added 72.53%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
10,300
shares
|
$258,221
0.15% of portfolio
|
Q4 2024
Added 94.34%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,268
shares
|
$257,418
0.0% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$252,956
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,078
shares
|
$252,655
0.01% of portfolio
|
Q4 2024
Reduced 81.65%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
10,069
shares
|
$252,429
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,001
shares
|
$250,725
0.03% of portfolio
|
Q4 2024
Added 144.88%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$250,700
0.02% of portfolio
|
Q4 2024
Added 73.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,751
shares
|
$244,457
0.03% of portfolio
|
Q4 2024
Added 103.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
9,735
shares
|
$244,056
0.06% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$243,730
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,663
shares
|
$242,251
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,562
shares
|
$239,719
0.0% of portfolio
|
Q4 2024
Added 156.63%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,548
shares
|
$239,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,523
shares
|
$238,741
0.0% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,505
shares
|
$238,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,404
shares
|
$235,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,262
shares
|
$232,198
0.01% of portfolio
|
Q4 2024
Added 187.91%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,188
shares
|
$230,343
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|