Institutional Ownership Schwab Intermediate Term Us Tr (SCHR)
Currently, there are no institutions holding Schwab Intermediate Term Us Tr (SCHR). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
62,359
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
60,389
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
59,878
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
58,170
shares
|
$1.46 Million
1.63% of portfolio
|
Q3 2025
Reduced 63.03%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
57,713
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.94%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
57,384
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2025
Added 511.7%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
56,595
shares
|
$1.42 Million
1.11% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
55,479
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
53,753
shares
|
$1.35 Million
0.69% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,925
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 27.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
51,057
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
50,629
shares
|
$1.27 Million
0.55% of portfolio
|
Q4 2025
Added 7.67%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
50,323
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
50,051
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
48,928
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
48,692
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
48,489
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
48,089
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
48,033
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 162.4%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
47,867
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
47,475
shares
|
$1.19 Million
0.84% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
47,308
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2025
Added 165.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
47,051
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
46,478
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 26.79%
|
|