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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,276
shares
|
$80,229
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
3,022
shares
|
$74,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,896
shares
|
$70,923
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,890
shares
|
$70,776
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,696
shares
|
$66,025
0.0% of portfolio
|
Q4 2024
Added 94.66%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,638
shares
|
$64,604
0.02% of portfolio
|
Q4 2024
Added 82.18%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,180
shares
|
$53,388
0.0% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,177
shares
|
$53,314
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,720
shares
|
$42,122
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$41,045
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,632
shares
|
$39,967
0.0% of portfolio
|
Q4 2024
Added 93.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,456
shares
|
$35,657
0.0% of portfolio
|
Q4 2024
Reduced 97.01%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,396
shares
|
$34,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,381
shares
|
$33,820
0.04% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,334
shares
|
$32,669
0.0% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,318
shares
|
$32,277
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,141
shares
|
$27,943
0.0% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,126
shares
|
$27,575
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,066
shares
|
$26,106
0.0% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
994
shares
|
$24,343
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
833
shares
|
$20,400
0.01% of portfolio
|
Q4 2024
Added 102.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$19,592
0.0% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
748
shares
|
$18,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
700
shares
|
$17,143
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
649
shares
|
$15,894
1.47% of portfolio
|
Q4 2023
New holding
|