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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,872
shares
|
$348,325
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
13,415
shares
|
$336,850
0.08% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
13,329
shares
|
$334,691
0.05% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
12,923
shares
|
$324,496
0.02% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,818
shares
|
$321,859
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
12,756
shares
|
$320,303
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
12,750
shares
|
$320,152
0.06% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,672
shares
|
$318,193
0.02% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
12,661
shares
|
$317,917
0.16% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
12,542
shares
|
$314,929
0.05% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,289
shares
|
$308,576
0.03% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,280
shares
|
$308,350
0.48% of portfolio
|
Q3 2023
Reduced 4.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,846
shares
|
$297,453
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
11,666
shares
|
$292,933
0.21% of portfolio
|
Q3 2025
Reduced 51.26%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
11,410
shares
|
$286,505
0.2% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
11,214
shares
|
$281,583
0.14% of portfolio
|
Q3 2025
Reduced 31.28%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,203
shares
|
$281,307
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
11,133
shares
|
$279,549
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
10,983
shares
|
$275,783
0.01% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,967
shares
|
$275,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,967
shares
|
$275,381
0.0% of portfolio
|
Q3 2025
Added 114.32%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,778
shares
|
$270,635
0.05% of portfolio
|
Q1 2025
Reduced 60.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,669
shares
|
$267,898
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
10,284
shares
|
$258,231
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,154
shares
|
$254,966
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|