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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
572
shares
|
$14,237
0.0% of portfolio
|
Q4 2024
Added 48.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
542
shares
|
$13,490
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
521
shares
|
$12,967
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
506
shares
|
$12,594
0.0% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
506
shares
|
$12,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
490
shares
|
$12,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
468
shares
|
$11,648
0.01% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
408
shares
|
$10,155
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
300
shares
|
$7,467
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
284
shares
|
$7,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
272
shares
|
$6,770
0.0% of portfolio
|
Q1 2025
Added 4433.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
270
shares
|
$6,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
270
shares
|
$6,720
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
242
shares
|
$6,023
0.0% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
242
shares
|
$6,023
0.0% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
236
shares
|
$5,874
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
229
shares
|
$5,699
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
202
shares
|
$5,027
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$4,928
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
187
shares
|
$4,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
184
shares
|
$4,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$4,480
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
170
shares
|
$4,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
165
shares
|
$4,106
0.0% of portfolio
|
Q1 2025
Added 68.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
158
shares
|
$3,932
0.0% of portfolio
|
Q4 2024
Added 100.0%
|