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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
57,105
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
55,069
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,925
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
53,160
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Added 718.98%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
52,097
shares
|
$1.28 Million
2.29% of portfolio
|
Q3 2024
Reduced 23.97%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
51,945
shares
|
$1.28 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
51,601
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
50,954
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Added 116.62%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
50,477
shares
|
$1.24 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
50,394
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
50,233
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
49,651
shares
|
$1.22 Million
1.14% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
49,551
shares
|
$1.22 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
49,143
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
48,900
shares
|
$1.21 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
48,385
shares
|
$1.19 Million
0.99% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
47,984
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
47,876
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
47,303
shares
|
$1.17 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
46,637
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Reduced 17.52%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
45,201
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
45,055
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
45,002
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
43,951
shares
|
$1.08 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.32%
|