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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
73,323
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 39.02%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,295
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Added 285.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
70,881
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
70,855
shares
|
$1.76 Million
0.18% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
70,476
shares
|
$1.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
69,549
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
68,162
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 615.76%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
67,236
shares
|
$1.67 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
66,869
shares
|
$1.66 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
66,740
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
66,532
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
66,526
shares
|
$1.66 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
66,283
shares
|
$1.65 Million
0.18% of portfolio
|
Q1 2025
Added 88.75%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
65,986
shares
|
$1.64 Million
0.64% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
65,947
shares
|
$1.64 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,565
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
63,079
shares
|
$1.57 Million
0.96% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
62,579
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 1121.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
62,217
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 41.06%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
61,151
shares
|
$1.52 Million
0.95% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
60,454
shares
|
$1.5 Million
1.13% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
59,094
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
59,079
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
53,218
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
50,727
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 439.42%
|