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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,872
shares
|
$370,164
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
14,788
shares
|
$368,073
0.03% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
14,682
shares
|
$365,434
0.31% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$364,688
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,719
shares
|
$341,465
0.0% of portfolio
|
Q1 2025
Reduced 56.34%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,184
shares
|
$328,149
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
13,162
shares
|
$327,602
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
13,161
shares
|
$327,577
0.11% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,034
shares
|
$324,416
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,947
shares
|
$322,250
0.01% of portfolio
|
Q1 2025
Added 39.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,781
shares
|
$318,119
0.05% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,656
shares
|
$315,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
12,580
shares
|
$313,116
0.01% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
12,542
shares
|
$312,170
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,425
shares
|
$309,258
0.04% of portfolio
|
Q2 2025
Reduced 20.98%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
12,312
shares
|
$306,445
0.13% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$305,649
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
12,142
shares
|
$302,214
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
12,112
shares
|
$301,467
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,070
shares
|
$300,422
0.16% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,641
shares
|
$289,744
0.01% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
11,594
shares
|
$288,574
0.07% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,452
shares
|
$285,040
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,439
shares
|
$284,716
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$283,994
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|