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 497 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
11,925
shares
|
$300,629
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,678
shares
|
$294,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,452
shares
|
$288,704
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$287,646
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
11,382
shares
|
$286,940
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
11,133
shares
|
$280,662
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,095
shares
|
$279,704
0.02% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,952
shares
|
$276,099
0.01% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
10,929
shares
|
$275,520
0.06% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,890
shares
|
$274,536
0.01% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,813
shares
|
$272,595
0.02% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,778
shares
|
$271,713
0.05% of portfolio
|
Q1 2025
Reduced 60.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,751
shares
|
$271,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,745
shares
|
$270,881
0.01% of portfolio
|
Q2 2025
Added 298.55%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,585
shares
|
$266,847
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
10,216
shares
|
$257,545
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10,179
shares
|
$256,612
0.0% of portfolio
|
Q2 2025
Added 722.21%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,135
shares
|
$255,503
0.05% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$254,368
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
10,067
shares
|
$253,789
0.19% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
10,011
shares
|
$252,377
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$252,100
0.13% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,984
shares
|
$251,696
0.15% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,952
shares
|
$250,889
0.0% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,775
shares
|
$246,427
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|