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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
14,801
shares
|
$362,476
0.12% of portfolio
|
Q4 2024
Added 101.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,652
shares
|
$358,827
0.27% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
14,084
shares
|
$344,917
0.0% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
13,940
shares
|
$341,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13,539
shares
|
$331,570
0.12% of portfolio
|
Q4 2024
Added 11471.79%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
13,348
shares
|
$326,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
13,155
shares
|
$322,165
0.05% of portfolio
|
Q4 2024
Added 89.14%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
13,054
shares
|
$319,692
0.17% of portfolio
|
Q4 2024
Added 102.73%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
12,815
shares
|
$313,839
0.08% of portfolio
|
Q4 2024
Added 73.18%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
12,542
shares
|
$307,153
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,345
shares
|
$302,329
0.05% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$300,737
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
12,114
shares
|
$296,671
0.02% of portfolio
|
Q4 2024
Added 98.69%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
12,061
shares
|
$295,373
0.17% of portfolio
|
Q4 2024
Added 181.67%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
11,832
shares
|
$289,765
0.0% of portfolio
|
Q4 2024
Added 110.12%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$279,430
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
11,151
shares
|
$273,087
0.01% of portfolio
|
Q4 2024
Added 100.2%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
11,022
shares
|
$269,928
0.15% of portfolio
|
Q4 2024
Reduced 52.37%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,914
shares
|
$267,283
0.02% of portfolio
|
Q4 2024
Added 102.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
10,577
shares
|
$259,030
0.07% of portfolio
|
Q4 2024
Added 102.62%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
10,350
shares
|
$253,471
0.02% of portfolio
|
Q4 2024
Added 72.53%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
10,300
shares
|
$252,246
0.15% of portfolio
|
Q4 2024
Added 94.34%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,268
shares
|
$251,463
0.0% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
10,090
shares
|
$247,104
0.27% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,078
shares
|
$246,810
0.01% of portfolio
|
Q4 2024
Reduced 81.65%
|