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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
94,704
shares
|
$2.36 Million
0.15% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
93,852
shares
|
$2.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
93,769
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.3 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
91,622
shares
|
$2.28 Million
0.3% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
91,525
shares
|
$2.28 Million
2.02% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
90,381
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
90,233
shares
|
$2.25 Million
0.04% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
88,635
shares
|
$2.21 Million
0.45% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
88,506
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Added 33940.77%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
87,925
shares
|
$2.19 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
84,662
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
84,524
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Added 26.27%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
84,392
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Enstar Group LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
83,500
shares
|
$2.08 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
83,404
shares
|
$2.08 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
82,969
shares
|
$2.07 Million
1.96% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
82,966
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Added 147.06%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.06 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
81,318
shares
|
$2.02 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
79,650
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
79,573
shares
|
$1.98 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
79,146
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
77,769
shares
|
$1.94 Million
0.58% of portfolio
|
Q2 2025
Added 9.58%
|