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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
9,010
shares
|
$225,880
0.13% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,948
shares
|
$224,326
0.0% of portfolio
|
Q4 2024
Added 83.66%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
8,910
shares
|
$223,373
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$221,142
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,807
shares
|
$220,791
0.0% of portfolio
|
Q4 2024
Reduced 99.57%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
8,761
shares
|
$219,638
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,728
shares
|
$218,810
0.09% of portfolio
|
Q4 2024
Added 62.71%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$217,732
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,600
shares
|
$215,602
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,541
shares
|
$214,122
0.57% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
8,436
shares
|
$211,490
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,425
shares
|
$211,214
0.02% of portfolio
|
Q4 2024
Added 61.74%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$210,588
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,373
shares
|
$209,911
0.02% of portfolio
|
Q4 2024
Added 78.6%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,355
shares
|
$209,459
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,312
shares
|
$208,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
8,261
shares
|
$207,103
0.05% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,207
shares
|
$205,749
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
8,150
shares
|
$204,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
8,124
shares
|
$203,668
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,762
shares
|
$194,593
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$192,612
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,538
shares
|
$188,977
0.01% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,035
shares
|
$176,367
0.0% of portfolio
|
Q4 2024
Added 501.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
6,620
shares
|
$165,963
0.06% of portfolio
|
Q4 2024
Added 163.75%
|