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 385 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
33,992
shares
|
$853,539
0.01% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
33,951
shares
|
$852,509
0.15% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
33,707
shares
|
$846,382
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
33,682
shares
|
$845,755
0.0% of portfolio
|
Q3 2025
Added 35.41%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
33,644
shares
|
$844,800
0.53% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
33,461
shares
|
$840,205
0.04% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
32,401
shares
|
$813,589
0.01% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
32,362
shares
|
$812,609
0.07% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,128
shares
|
$806,734
0.0% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
32,096
shares
|
$805,930
0.0% of portfolio
|
Q3 2025
Added 43.2%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
31,964
shares
|
$802,616
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,727
shares
|
$796,664
0.01% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
31,634
shares
|
$794,329
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
31,348
shares
|
$787,148
0.57% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
30,443
shares
|
$764,423
0.18% of portfolio
|
Q3 2025
Reduced 64.01%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
29,025
shares
|
$728,817
0.02% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28,807
shares
|
$723,343
0.12% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,560
shares
|
$717,141
0.11% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
28,367
shares
|
$712,295
0.19% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
28,217
shares
|
$708,528
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
28,092
shares
|
$705,390
0.02% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
27,789
shares
|
$697,781
0.53% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,365
shares
|
$662,025
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
26,316
shares
|
$660,794
0.06% of portfolio
|
Q3 2025
Added 36.95%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
26,142
shares
|
$656,425
0.31% of portfolio
|
Q3 2025
New holding
|
|