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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$42,084
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,645
shares
|
$41,305
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,600
shares
|
$40,176
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,544
shares
|
$38,769
0.0% of portfolio
|
Q3 2025
Reduced 65.6%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,463
shares
|
$36,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,444
shares
|
$36,258
0.0% of portfolio
|
Q1 2025
Reduced 71.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$34,676
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,373
shares
|
$34,476
0.01% of portfolio
|
Q1 2025
Added 8481.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,347
shares
|
$33,823
0.0% of portfolio
|
Q3 2025
Added 335.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,246
shares
|
$31,287
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,211
shares
|
$30,408
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,120
shares
|
$28,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,048
shares
|
$26,315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,034
shares
|
$25,963
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,016
shares
|
$25,511
0.0% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
998
shares
|
$25,059
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
855
shares
|
$21,469
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
811
shares
|
$20,364
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
700
shares
|
$17,577
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
700
shares
|
$17,577
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$16,296
1.47% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
631
shares
|
$15,844
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
590
shares
|
$14,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
545
shares
|
$13,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
542
shares
|
$13,609
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|
|