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 497 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,844
shares
|
$71,697
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,784
shares
|
$70,184
0.0% of portfolio
|
Q2 2025
Reduced 34.32%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,636
shares
|
$66,453
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,617
shares
|
$65,974
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,587
shares
|
$65,218
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,513
shares
|
$63,352
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,185
shares
|
$55,083
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,159
shares
|
$54,428
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,955
shares
|
$49,285
0.0% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,860
shares
|
$46,890
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,758
shares
|
$44,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,732
shares
|
$43,663
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,720
shares
|
$43,361
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,690
shares
|
$42,604
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$42,251
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$36,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,444
shares
|
$36,403
0.01% of portfolio
|
Q1 2025
Reduced 71.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,815
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,373
shares
|
$34,613
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,246
shares
|
$31,411
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,211
shares
|
$30,529
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,027
shares
|
$25,890
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
881
shares
|
$22,210
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
874
shares
|
$22,033
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
700
shares
|
$17,647
0.01% of portfolio
|
Q2 2025
New holding
|