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 515 institutions that hold shares in the stock, with a total of 385 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
148
shares
|
$3,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
142
shares
|
$3,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
136
shares
|
$3,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
116
shares
|
$2,912
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,837
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
112
shares
|
$2,812
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
110
shares
|
$2,762
0.0% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
107
shares
|
$2,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,611
0.0% of portfolio
|
Q3 2023
Added 140.38%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
93
shares
|
$2,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,310
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
87
shares
|
$2,184
0.0% of portfolio
|
Q3 2025
Reduced 85.18%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
86
shares
|
$2,159
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
80
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
80
shares
|
$2,008
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
76
shares
|
$1,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
76
shares
|
$1,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
76
shares
|
$1,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
75
shares
|
$1,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,833
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
67
shares
|
$1,682
0.0% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,607
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
58
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$1,431
0.0% of portfolio
|
Q2 2021
Added 1.79%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$1,255
0.0% of portfolio
|
Q4 2024
New holding
|
|