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 398 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
154,537
shares
|
$3.81 Million
4.66% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
154,075
shares
|
$3.8 Million
0.29% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
153,379
shares
|
$3.78 Million
0.32% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
152,209
shares
|
$3.75 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
151,707
shares
|
$3.74 Million
0.66% of portfolio
|
Q3 2024
Added 7481.56%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
141,563
shares
|
$3.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 19.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
134,696
shares
|
$3.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 49.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
128,156
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
127,680
shares
|
$3.15 Million
1.86% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
124,347
shares
|
$3.07 Million
2.53% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
116,247
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Added 445.17%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
114,131
shares
|
$2.81 Million
1.05% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
112,821
shares
|
$2.78 Million
5.44% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
112,649
shares
|
$2.78 Million
0.17% of portfolio
|
Q3 2024
Added 40.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
111,376
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
108,460
shares
|
$2.67 Million
1.13% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
104,685
shares
|
$2.58 Million
1.23% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
104,238
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2024
Added 33743.51%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
100,696
shares
|
$2.48 Million
1.18% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.43 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
98,573
shares
|
$2.43 Million
3.58% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
97,291
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
97,243
shares
|
$2.4 Million
3.49% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
93,200
shares
|
$2.3 Million
2.55% of portfolio
|
Q3 2024
Added 2.46%
|