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 443 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
29,184
shares
|
$714,716
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,149
shares
|
$713,859
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
28,151
shares
|
$689,417
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
27,231
shares
|
$666,887
0.38% of portfolio
|
Q4 2024
Added 70.46%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
27,129
shares
|
$664,389
0.06% of portfolio
|
Q4 2024
Reduced 90.3%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
26,684
shares
|
$653,491
0.03% of portfolio
|
Q4 2024
Added 310.27%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
26,600
shares
|
$651,434
0.24% of portfolio
|
Q4 2024
Added 128.76%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,517
shares
|
$649,401
0.0% of portfolio
|
Q4 2024
Added 113.95%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,112
shares
|
$639,482
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
25,348
shares
|
$620,772
0.01% of portfolio
|
Q4 2024
Added 103.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
24,803
shares
|
$607,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
24,716
shares
|
$605,294
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
24,458
shares
|
$598,976
0.02% of portfolio
|
Q4 2024
Added 103.41%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
24,050
shares
|
$588,984
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
23,613
shares
|
$578,282
0.09% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
23,444
shares
|
$574,143
0.0% of portfolio
|
Q4 2024
Added 137.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
22,917
shares
|
$561,237
0.0% of portfolio
|
Q4 2024
Added 57.48%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
22,018
shares
|
$539,220
0.23% of portfolio
|
Q4 2024
Added 110.36%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
22,016
shares
|
$539,171
0.32% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
21,942
shares
|
$537,359
0.32% of portfolio
|
Q4 2024
Added 92.66%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
21,811
shares
|
$534,151
0.07% of portfolio
|
Q4 2024
Added 86.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
21,272
shares
|
$520,951
0.07% of portfolio
|
Q4 2024
Added 98.41%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
21,208
shares
|
$519,383
0.14% of portfolio
|
Q4 2024
Added 97.95%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
20,872
shares
|
$511,155
0.47% of portfolio
|
Q4 2024
Added 253.76%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
20,282
shares
|
$496,706
0.06% of portfolio
|
Q4 2024
Added 100.0%
|