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 517 institutions that hold shares in the stock, with a total of 385 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
228,193,790
shares
|
$5.73 Billion
0.95% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,557,911
shares
|
$491 Million
0.08% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
13,681,648
shares
|
$344 Million
0.08% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,613,635
shares
|
$216 Million
0.21% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,896,742
shares
|
$123 Million
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,153,770
shares
|
$104 Million
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,656,393
shares
|
$91.8 Million
22.24% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,636,388
shares
|
$91.3 Million
0.03% of portfolio
|
Q3 2025
Added 44.88%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,452,681
shares
|
$86.7 Million
10.68% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
2,923,563
shares
|
$73.4 Million
12.29% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,900,000
shares
|
$72.8 Million
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,888,291
shares
|
$72.5 Million
0.12% of portfolio
|
Q3 2025
Added 74.59%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
2,749,387
shares
|
$69 Million
0.67% of portfolio
|
Q3 2025
Added 57.96%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,648,929
shares
|
$66.5 Million
3.95% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,319,974
shares
|
$58.3 Million
0.1% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,316,840
shares
|
$58.2 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,051,937
shares
|
$51.5 Million
2.05% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
1,894,934
shares
|
$47.6 Million
6.73% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
1,806,857
shares
|
$45.4 Million
7.24% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,780,773
shares
|
$44.7 Million
8.79% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,714,017
shares
|
$43 Million
0.58% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,562,596
shares
|
$39.2 Million
0.01% of portfolio
|
Q3 2025
Added 54.27%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,491,941
shares
|
$37.5 Million
1.06% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,462,838
shares
|
$36.7 Million
7.25% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,342,854
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.36%
|
|