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 516 institutions that hold shares in the stock, with a total of 385 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
8,970
shares
|
$225,236
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,962
shares
|
$225,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,826
shares
|
$221,620
0.02% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,821
shares
|
$221,495
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$218,080
0.11% of portfolio
|
Q4 2024
Added 91.43%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
8,676
shares
|
$217,854
0.03% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
8,650
shares
|
$217,201
0.06% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
8,464
shares
|
$212,531
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8,459
shares
|
$212,405
0.0% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
8,344
shares
|
$209,517
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
8,312
shares
|
$208,714
0.02% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,295
shares
|
$208,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
8,199
shares
|
$205,876
0.07% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
8,150
shares
|
$204,646
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
8,085
shares
|
$203,014
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
8,015
shares
|
$201,256
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
7,983
shares
|
$200,453
0.0% of portfolio
|
Q3 2025
Added 360.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,972
shares
|
$200,176
0.0% of portfolio
|
Q3 2025
Added 113785.71%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
7,889
shares
|
$198,092
0.14% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
7,869
shares
|
$197,590
0.05% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
7,786
shares
|
$195,506
0.0% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,683
shares
|
$192,920
0.01% of portfolio
|
Q4 2023
Added 112.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,085
shares
|
$177,904
0.0% of portfolio
|
Q3 2025
Reduced 34.06%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
6,803
shares
|
$170,823
0.0% of portfolio
|
Q3 2025
Reduced 33.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,710
shares
|
$168,488
0.05% of portfolio
|
Q1 2025
Added 1.36%
|
|