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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,135
shares
|
$254,489
0.05% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$253,359
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,078
shares
|
$253,058
0.01% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
10,071
shares
|
$252,882
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$251,100
0.16% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
9,924
shares
|
$249,191
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,924
shares
|
$249,191
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
9,839
shares
|
$247,057
0.02% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
9,775
shares
|
$245,450
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,751
shares
|
$244,847
0.03% of portfolio
|
Q4 2024
Added 103.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,722
shares
|
$244,119
0.18% of portfolio
|
Q3 2024
Added 178.97%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
9,621
shares
|
$241,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,590
shares
|
$240,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,548
shares
|
$239,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
9,546
shares
|
$239,700
0.17% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
9,509
shares
|
$238,770
0.17% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,488
shares
|
$238,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
9,445
shares
|
$237,163
0.08% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,420
shares
|
$236,536
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,399
shares
|
$236,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,376
shares
|
$235,431
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,139
shares
|
$229,480
0.0% of portfolio
|
Q3 2025
Reduced 45.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,034
shares
|
$226,843
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,998
shares
|
$225,939
0.06% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,962
shares
|
$225,035
0.0% of portfolio
|
Q3 2025
New holding
|
|