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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
8,910
shares
|
$221,769
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
8,885
shares
|
$221,147
0.1% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
8,859
shares
|
$220,500
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,846
shares
|
$220,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$219,554
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
8,815
shares
|
$219,405
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,754
shares
|
$217,887
0.02% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$216,169
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,656
shares
|
$215,447
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,645
shares
|
$215,174
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8,544
shares
|
$212,660
0.02% of portfolio
|
Q1 2025
Added 1683.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,489
shares
|
$211,291
0.0% of portfolio
|
Q1 2025
Added 54.23%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$209,076
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,344
shares
|
$207,682
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,331
shares
|
$207,358
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,245
shares
|
$205,218
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,207
shares
|
$204,272
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,199
shares
|
$204,073
0.07% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
8,150
shares
|
$202,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,119
shares
|
$202,081
0.0% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
8,085
shares
|
$201,235
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
8,050
shares
|
$200,364
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,049
shares
|
$200,339
0.02% of portfolio
|
Q1 2025
Added 65.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,795
shares
|
$194,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
7,688
shares
|
$191,354
0.05% of portfolio
|
Q2 2025
Reduced 25.53%
|