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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
46,407
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
46,212
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
46,186
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
45,897
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
45,646
shares
|
$1.15 Million
1.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
45,294
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 31.46%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
44,816
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
44,661
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
44,410
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
42,680
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 156.54%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
41,885
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
41,473
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
41,457
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
40,656
shares
|
$1.02 Million
0.8% of portfolio
|
Q3 2025
Added 56.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,478
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 53.16%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
39,971
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
39,595
shares
|
$994,230
0.21% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$983,332
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
37,903
shares
|
$951,744
0.03% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,463
shares
|
$940,695
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
37,230
shares
|
$934,845
0.11% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,043
shares
|
$930,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
36,162
shares
|
$908,027
0.01% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
36,000
shares
|
$903,960
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
34,543
shares
|
$867,374
0.51% of portfolio
|
Q3 2025
Reduced 0.42%
|
|