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 514 institutions that hold shares in the stock, with a total of 386 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
25,415
shares
|
$638,170
0.07% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
24,057
shares
|
$604,071
0.09% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,860
shares
|
$599,124
0.01% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
23,285
shares
|
$584,686
0.01% of portfolio
|
Q3 2025
Added 87.16%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
23,043
shares
|
$578,609
0.27% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
22,890
shares
|
$574,767
0.21% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,877
shares
|
$574,441
0.0% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
22,654
shares
|
$568,841
0.11% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22,244
shares
|
$558,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
22,204
shares
|
$557,542
0.02% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
21,943
shares
|
$550,988
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
21,833
shares
|
$548,226
0.11% of portfolio
|
Q3 2025
Added 41.2%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
21,700
shares
|
$544,887
0.11% of portfolio
|
Q4 2025
Added 113.77%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
21,338
shares
|
$535,797
0.05% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
20,980
shares
|
$526,807
0.14% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
20,866
shares
|
$523,945
0.09% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
20,176
shares
|
$506,619
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
19,993
shares
|
$502,024
0.2% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,985
shares
|
$501,823
0.19% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
19,786
shares
|
$496,826
0.12% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
19,706
shares
|
$494,817
0.23% of portfolio
|
Q4 2025
Reduced 4.6%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
19,375
shares
|
$486,506
0.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
19,325
shares
|
$485,250
0.07% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
19,324
shares
|
$485,225
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$483,970
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|