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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
604,190
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
584,327
shares
|
$14.5 Million
0.41% of portfolio
|
Q1 2025
Added 79.04%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
582,454
shares
|
$14.5 Million
3.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
573,945
shares
|
$14.3 Million
4.08% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
551,376
shares
|
$13.7 Million
5.64% of portfolio
|
Q1 2025
Added 88.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
532,900
shares
|
$13.3 Million
1.09% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
512,393
shares
|
$12.8 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
505,377
shares
|
$12.6 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
497,148
shares
|
$12.4 Million
4.2% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
452,546
shares
|
$11.3 Million
8.53% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
452,450
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
450,566
shares
|
$11.2 Million
5.45% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
449,535
shares
|
$11.2 Million
2.04% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
422,840
shares
|
$10.5 Million
0.4% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
407,125
shares
|
$10.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
397,262
shares
|
$9.89 Million
2.05% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
387,280
shares
|
$9.64 Million
0.14% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
375,231
shares
|
$9.34 Million
6.02% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
371,836
shares
|
$9.25 Million
0.52% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
365,808
shares
|
$9.1 Million
1.32% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
364,001
shares
|
$9.06 Million
1.96% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
363,196
shares
|
$9.04 Million
2.27% of portfolio
|
Q2 2025
Added 470.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
360,529
shares
|
$8.97 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
341,685
shares
|
$8.5 Million
4.74% of portfolio
|
Q1 2025
Added 2.81%
|