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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,334
shares
|
$58,093
0.0% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,281
shares
|
$56,774
0.0% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,159
shares
|
$53,737
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,852
shares
|
$46,096
0.01% of portfolio
|
Q1 2025
Added 3093.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,758
shares
|
$43,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,720
shares
|
$42,810
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,716
shares
|
$42,711
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,690
shares
|
$42,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$41,715
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,612
shares
|
$40,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$36,414
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,444
shares
|
$35,941
0.01% of portfolio
|
Q1 2025
Reduced 71.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,373
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,373
shares
|
$34,173
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,246
shares
|
$31,012
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,238
shares
|
$30,813
0.0% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,222
shares
|
$30,415
0.01% of portfolio
|
Q1 2025
Reduced 84.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,211
shares
|
$30,141
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,027
shares
|
$25,562
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
881
shares
|
$21,928
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
874
shares
|
$21,753
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
700
shares
|
$17,423
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
696
shares
|
$17,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
678
shares
|
$16,875
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$16,153
1.47% of portfolio
|
Q4 2023
New holding
|