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 461 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
46
shares
|
$1,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
30
shares
|
$752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
30
shares
|
$752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
29
shares
|
$727
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
22
shares
|
$551
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
20
shares
|
$501
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13
shares
|
$325
0.0% of portfolio
|
Q2 2023
Added 8.33%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2023
Reduced 99.21%
|