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 516 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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
19,211
shares
|
$482,388
0.01% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
19,108
shares
|
$479,801
0.1% of portfolio
|
Q4 2025
Reduced 9.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,658
shares
|
$468,502
0.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
18,474
shares
|
$463,882
0.18% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
18,300
shares
|
$459,513
0.31% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
18,064
shares
|
$453,587
0.02% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
17,969
shares
|
$451,201
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$449,795
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,274
shares
|
$433,750
0.01% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
17,230
shares
|
$432,645
0.04% of portfolio
|
Q3 2025
Reduced 23.26%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,084
shares
|
$428,979
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
16,953
shares
|
$425,689
0.02% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
16,794
shares
|
$421,697
0.9% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
16,636
shares
|
$417,729
0.01% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
16,043
shares
|
$402,839
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
15,867
shares
|
$398,420
0.0% of portfolio
|
Q3 2025
Added 42.88%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
15,867
shares
|
$398,420
0.14% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
15,508
shares
|
$389,405
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
15,230
shares
|
$382,425
0.11% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
14,973
shares
|
$375,972
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
14,968
shares
|
$375,846
0.22% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,917
shares
|
$374,565
0.02% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$367,911
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
14,351
shares
|
$360,353
0.03% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
14,152
shares
|
$355,356
0.23% of portfolio
|
Q3 2025
Reduced 23.23%
|
|