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 398 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
29
shares
|
$713
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
29
shares
|
$713
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
26
shares
|
$639
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
26
shares
|
$639
0.0% of portfolio
|
Q2 2024
Added 73.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
23
shares
|
$565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
21
shares
|
$516
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
18
shares
|
$442
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
18
shares
|
$442
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
16
shares
|
$393
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13
shares
|
$319
0.0% of portfolio
|
Q2 2023
Added 8.33%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
13
shares
|
$319
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
11
shares
|
$270
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10
shares
|
$246
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
10
shares
|
$246
0.0% of portfolio
|
Q4 2023
Added 42.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
9
shares
|
$221
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
8
shares
|
$196
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
7
shares
|
$172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
6
shares
|
$147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2023
Reduced 99.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
Closed
|