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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
223,893
shares
|
$5.57 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
221,111
shares
|
$5.5 Million
1.84% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
212,328
shares
|
$5.28 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
212,117
shares
|
$5.28 Million
2.0% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
209,564
shares
|
$5.22 Million
4.28% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
197,478
shares
|
$4.92 Million
3.69% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
192,887
shares
|
$4.8 Million
2.42% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
189,367
shares
|
$4.71 Million
3.31% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
187,411
shares
|
$4.66 Million
5.16% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
187,000
shares
|
$4.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
180,508
shares
|
$4.49 Million
3.19% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
174,175
shares
|
$4.34 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
172,446
shares
|
$4.29 Million
1.36% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
172,321
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
171,300
shares
|
$4.26 Million
1.44% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.23 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
159,376
shares
|
$3.97 Million
0.08% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
159,163
shares
|
$3.96 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
158,279
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Added 1697.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
158,244
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
156,891
shares
|
$3.91 Million
0.07% of portfolio
|
Q1 2025
Reduced 39.26%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
147,736
shares
|
$3.68 Million
2.6% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
139,338
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
139,156
shares
|
$3.46 Million
1.01% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
138,508
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|