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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
341,341
shares
|
$8.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
335,096
shares
|
$8.34 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.16 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
318,396
shares
|
$7.92 Million
2.19% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
318,394
shares
|
$7.92 Million
0.01% of portfolio
|
Q1 2025
Added 75.47%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
317,419
shares
|
$7.9 Million
0.65% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
315,849
shares
|
$7.86 Million
2.2% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
310,694
shares
|
$7.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
310,319
shares
|
$7.72 Million
0.11% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
309,649
shares
|
$7.71 Million
8.67% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
295,945
shares
|
$7.37 Million
0.05% of portfolio
|
Q1 2025
Added 23.78%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
288,331
shares
|
$7.18 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
283,321
shares
|
$7.05 Million
0.1% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
260,230
shares
|
$6.48 Million
2.15% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
258,414
shares
|
$6.43 Million
0.22% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
258,210
shares
|
$6.43 Million
7.29% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
257,619
shares
|
$6.41 Million
1.17% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
255,869
shares
|
$6.37 Million
3.03% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
251,979
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
248,303
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
247,719
shares
|
$6.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
243,322
shares
|
$6.06 Million
0.18% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
242,688
shares
|
$6.04 Million
0.0% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
236,301
shares
|
$5.88 Million
0.23% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
226,215
shares
|
$5.63 Million
2.54% of portfolio
|
Q1 2025
Added 0.12%
|