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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
532
shares
|
$13,358
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
500
shares
|
$12,555
0.0% of portfolio
|
Q3 2025
Added 323.73%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
490
shares
|
$12,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
451
shares
|
$11,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
429
shares
|
$10,772
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
426
shares
|
$10,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
408
shares
|
$10,244
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
322
shares
|
$8,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
322
shares
|
$8,085
0.01% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
300
shares
|
$7,533
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
270
shares
|
$6,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
242
shares
|
$6,076
0.0% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
242
shares
|
$6,076
0.0% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
236
shares
|
$5,925
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
202
shares
|
$5,072
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
186
shares
|
$4,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
184
shares
|
$4,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
180
shares
|
$4,519
0.0% of portfolio
|
Q4 2025
Reduced 9.09%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
180
shares
|
$4,519
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
167
shares
|
$4,193
0.0% of portfolio
|
Q3 2025
Added 227.45%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
165
shares
|
$4,143
0.0% of portfolio
|
Q1 2025
Added 68.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
158
shares
|
$3,967
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|