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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
186
shares
|
$4,555
0.0% of portfolio
|
Q4 2024
Added 102.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
184
shares
|
$4,506
0.0% of portfolio
|
Q4 2024
Reduced 67.38%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
180
shares
|
$4,408
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
158
shares
|
$3,869
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
139
shares
|
$3,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
136
shares
|
$3,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
133
shares
|
$3,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
118
shares
|
$2,889
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
116
shares
|
$2,840
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
113
shares
|
$2,767
0.0% of portfolio
|
Q3 2022
Reduced 96.84%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
110
shares
|
$2,693
0.0% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
110
shares
|
$2,693
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,546
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
102
shares
|
$2,497
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
98
shares
|
$2,400
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
96
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
92
shares
|
$2,253
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
86
shares
|
$2,106
0.0% of portfolio
|
Q4 2024
Added 230.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
86
shares
|
$2,106
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
80
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$1,787
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
64
shares
|
$1,567
0.0% of portfolio
|
Q1 2022
Reduced 4.48%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
58
shares
|
$1,420
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
58
shares
|
$1,420
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$1,395
0.0% of portfolio
|
Q2 2021
Added 1.79%
|