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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6,224
shares
|
$156,035
0.1% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,090
shares
|
$152,676
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
5,526
shares
|
$138,536
0.11% of portfolio
|
Q4 2024
Added 103.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,504
shares
|
$137,985
0.0% of portfolio
|
Q4 2024
Added 9389.66%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$135,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
5,278
shares
|
$132,319
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,138
shares
|
$128,809
0.02% of portfolio
|
Q4 2024
Added 178.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,124
shares
|
$128,458
0.01% of portfolio
|
Q1 2025
Added 128000.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,070
shares
|
$127,104
0.03% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,961
shares
|
$124,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,854
shares
|
$121,689
0.01% of portfolio
|
Q4 2024
Added 99.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
4,836
shares
|
$121,238
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$112,689
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,298
shares
|
$107,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
4,296
shares
|
$107,700
0.05% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$94,087
0.16% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,738
shares
|
$93,711
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
3,616
shares
|
$90,653
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,592
shares
|
$90,051
0.0% of portfolio
|
Q4 2024
Added 119.96%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,456
shares
|
$86,641
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,444
shares
|
$86,341
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,896
shares
|
$72,602
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,890
shares
|
$72,452
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,876
shares
|
$72,101
0.01% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,696
shares
|
$67,588
0.0% of portfolio
|
Q4 2024
Added 94.66%
|