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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
245,478
shares
|
$6.16 Million
0.01% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
244,761
shares
|
$6.15 Million
0.92% of portfolio
|
Q4 2025
Added 27.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
237,598
shares
|
$5.97 Million
0.02% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
223,940
shares
|
$5.62 Million
2.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
221,416
shares
|
$5.56 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
213,789
shares
|
$5.37 Million
0.58% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
212,723
shares
|
$5.34 Million
4.59% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
212,119
shares
|
$5.33 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
211,368
shares
|
$5.31 Million
1.6% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
210,577
shares
|
$5.29 Million
3.38% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
207,071
shares
|
$5.2 Million
3.41% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
203,248
shares
|
$5.1 Million
2.32% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
202,243
shares
|
$5.08 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
200,229
shares
|
$5.03 Million
3.37% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
198,078
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
191,998
shares
|
$4.82 Million
0.08% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
185,640
shares
|
$4.66 Million
0.56% of portfolio
|
Q4 2025
Added 40.14%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
179,466
shares
|
$4.51 Million
4.41% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
177,227
shares
|
$4.45 Million
1.29% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
175,981
shares
|
$4.42 Million
1.32% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.26 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
166,488
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
165,617
shares
|
$4.16 Million
2.19% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
158,267
shares
|
$3.97 Million
2.14% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
156,904
shares
|
$3.94 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|