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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
6,224
shares
|
$156,284
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
6,107
shares
|
$153,346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,090
shares
|
$152,919
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,078
shares
|
$152,618
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,704
shares
|
$143,227
0.01% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,471
shares
|
$137,376
0.0% of portfolio
|
Q3 2025
Added 911.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
5,166
shares
|
$129,718
0.02% of portfolio
|
Q3 2025
Reduced 32.8%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$118,770
0.09% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4,495
shares
|
$112,869
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
4,306
shares
|
$108,123
0.04% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
4,296
shares
|
$107,872
0.04% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,176
shares
|
$104,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
4,070
shares
|
$102,197
0.02% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,352
shares
|
$84,168
0.03% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,305
shares
|
$82,988
0.0% of portfolio
|
Q3 2025
Added 51.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,144
shares
|
$78,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
3,131
shares
|
$78,619
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$77,589
0.0% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,953
shares
|
$74,149
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,719
shares
|
$68,274
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
2,513
shares
|
$63,101
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,451
shares
|
$61,544
0.0% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,106
shares
|
$52,881
0.0% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,888
shares
|
$47,407
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,814
shares
|
$45,549
0.01% of portfolio
|
Q3 2025
Added 7.34%
|
|