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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,660
shares
|
$66,686
0.01% of portfolio
|
Q1 2025
Added 232.5%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,636
shares
|
$66,084
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,180
shares
|
$54,652
0.0% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,852
shares
|
$46,429
0.01% of portfolio
|
Q1 2025
Added 3093.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,720
shares
|
$43,120
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
1,705
shares
|
$42,744
0.0% of portfolio
|
Q4 2024
Added 891.28%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,690
shares
|
$42,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$42,017
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,632
shares
|
$40,914
0.0% of portfolio
|
Q4 2024
Added 93.59%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,612
shares
|
$40,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,396
shares
|
$34,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,621
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,373
shares
|
$34,421
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,334
shares
|
$33,443
0.0% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,294
shares
|
$32,440
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,246
shares
|
$31,237
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,141
shares
|
$28,604
0.0% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,066
shares
|
$26,724
0.0% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,041
shares
|
$26,097
0.03% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
833
shares
|
$20,883
0.01% of portfolio
|
Q4 2024
Added 102.68%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
700
shares
|
$17,549
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
696
shares
|
$17,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
678
shares
|
$16,997
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$16,270
1.47% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
597
shares
|
$14,966
0.0% of portfolio
|
Q4 2024
Added 100.34%
|