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 447 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,436
shares
|
$208,791
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,425
shares
|
$208,518
0.02% of portfolio
|
Q4 2024
Added 61.74%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$207,900
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,373
shares
|
$207,231
0.02% of portfolio
|
Q4 2024
Added 78.6%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,355
shares
|
$206,786
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,312
shares
|
$205,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,124
shares
|
$201,069
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,762
shares
|
$192,109
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$190,154
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,538
shares
|
$186,565
0.01% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,035
shares
|
$174,116
0.0% of portfolio
|
Q4 2024
Added 501.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
6,620
shares
|
$163,845
0.06% of portfolio
|
Q4 2024
Added 163.75%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6,224
shares
|
$154,044
0.1% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,090
shares
|
$150,727
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
5,526
shares
|
$136,768
0.11% of portfolio
|
Q4 2024
Added 103.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,504
shares
|
$136,224
0.0% of portfolio
|
Q4 2024
Added 9389.66%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$133,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,138
shares
|
$127,165
0.02% of portfolio
|
Q4 2024
Added 178.18%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,070
shares
|
$125,482
0.03% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,961
shares
|
$122,784
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,854
shares
|
$120,136
0.01% of portfolio
|
Q4 2024
Added 99.84%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$111,251
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$92,886
0.16% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
3,616
shares
|
$89,496
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,592
shares
|
$88,902
0.0% of portfolio
|
Q4 2024
Added 119.96%
|