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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
20,200
shares
|
$494,697
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
19,848
shares
|
$486,077
0.05% of portfolio
|
Q4 2024
Added 98.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,274
shares
|
$472,020
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
19,261
shares
|
$471,701
0.03% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19,196
shares
|
$470,110
0.03% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,934
shares
|
$463,693
0.01% of portfolio
|
Q4 2024
Added 87.73%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,859
shares
|
$461,856
0.0% of portfolio
|
Q4 2024
Added 14519.38%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
18,846
shares
|
$461,538
0.08% of portfolio
|
Q4 2024
Added 100.43%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
18,704
shares
|
$458,060
0.1% of portfolio
|
Q4 2024
Added 104.77%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,484
shares
|
$452,673
0.02% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
18,460
shares
|
$452,085
0.13% of portfolio
|
Q4 2024
Added 102.48%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
18,379
shares
|
$450,101
0.31% of portfolio
|
Q4 2024
Added 97.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
18,308
shares
|
$448,362
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
18,175
shares
|
$445,105
0.05% of portfolio
|
Q4 2024
Added 102.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,913
shares
|
$438,689
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
17,510
shares
|
$428,819
0.03% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
17,312
shares
|
$423,970
0.2% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
16,945
shares
|
$414,983
0.06% of portfolio
|
Q4 2024
Added 53.98%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
16,899
shares
|
$413,856
0.03% of portfolio
|
Q4 2024
Added 94.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
16,543
shares
|
$405,138
0.02% of portfolio
|
Q4 2024
Reduced 68.88%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
16,177
shares
|
$396,174
0.08% of portfolio
|
Q4 2024
Added 260.53%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
15,838
shares
|
$387,872
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
15,660
shares
|
$383,513
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,082
shares
|
$369,358
0.06% of portfolio
|
Q4 2024
Added 103.67%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
14,891
shares
|
$364,680
0.3% of portfolio
|
Q4 2024
New holding
|