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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
136
shares
|
$3,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
118
shares
|
$2,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
116
shares
|
$2,887
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,812
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
112
shares
|
$2,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
110
shares
|
$2,737
0.0% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
110
shares
|
$2,737
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
106
shares
|
$2,638
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
104
shares
|
$2,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,588
0.0% of portfolio
|
Q3 2023
Added 140.38%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,289
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
86
shares
|
$2,140
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
80
shares
|
$1,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
78
shares
|
$1,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
76
shares
|
$1,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
76
shares
|
$1,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
70
shares
|
$1,742
0.0% of portfolio
|
Q2 2025
Reduced 81.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,592
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
58
shares
|
$1,443
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$1,418
0.0% of portfolio
|
Q2 2021
Added 1.79%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
46
shares
|
$1,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$896
0.0% of portfolio
|
Q1 2025
New holding
|