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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$191,229
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,411
shares
|
$184,459
0.0% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,710
shares
|
$167,011
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,624
shares
|
$164,871
0.0% of portfolio
|
Q1 2025
Added 84.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,090
shares
|
$151,580
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,775
shares
|
$143,739
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,117
shares
|
$127,362
0.0% of portfolio
|
Q1 2025
Added 757.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,836
shares
|
$120,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$111,880
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
4,363
shares
|
$108,595
0.03% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
4,306
shares
|
$107,176
0.04% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
4,296
shares
|
$106,927
0.04% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,239
shares
|
$105,508
0.0% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$93,412
0.16% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,738
shares
|
$93,038
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,444
shares
|
$85,721
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,890
shares
|
$71,932
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,876
shares
|
$71,583
0.0% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,844
shares
|
$70,787
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,696
shares
|
$67,103
0.0% of portfolio
|
Q4 2024
Added 94.66%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,696
shares
|
$67,103
0.0% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,636
shares
|
$65,610
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,587
shares
|
$64,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,528
shares
|
$62,921
0.0% of portfolio
|
Q1 2025
Added 54.9%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,412
shares
|
$60,034
0.01% of portfolio
|
Q1 2025
Reduced 99.57%
|