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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
50,586
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
48,891
shares
|
$1.22 Million
0.25% of portfolio
|
Q4 2024
Added 97.44%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
47,638
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
47,437
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
47,316
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
45,824
shares
|
$1.14 Million
0.83% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
45,646
shares
|
$1.14 Million
1.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
45,480
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
45,315
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
44,956
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
44,080
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
44,060
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
43,502
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
42,962
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
42,711
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 72.81%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
42,691
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
42,443
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
42,142
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
41,649
shares
|
$1.04 Million
1.11% of portfolio
|
Q3 2024
Added 772.41%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,252
shares
|
$1.03 Million
0.57% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
41,222
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
40,611
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
40,266
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
40,247
shares
|
$1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.9%
|