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 |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,202,011
shares
|
$29.4 Million
2.62% of portfolio
|
Q4 2024
Added 139.03%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,167,217
shares
|
$28.6 Million
6.57% of portfolio
|
Q4 2024
Added 104.72%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,152,505
shares
|
$28.2 Million
0.0% of portfolio
|
Q4 2024
Added 53.01%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,120,329
shares
|
$27.4 Million
5.79% of portfolio
|
Q4 2024
Added 205.89%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,112,228
shares
|
$27.2 Million
10.96% of portfolio
|
Q4 2024
Added 110.25%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,044,541
shares
|
$25.6 Million
0.97% of portfolio
|
Q4 2024
Added 114.97%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,037,837
shares
|
$25.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,029,172
shares
|
$25.2 Million
11.09% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
997,479
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 137.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
989,355
shares
|
$24.2 Million
0.05% of portfolio
|
Q4 2024
Added 751.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
977,769
shares
|
$23.9 Million
2.25% of portfolio
|
Q4 2024
Added 105.94%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
960,723
shares
|
$23.5 Million
5.24% of portfolio
|
Q4 2024
Added 94.32%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
881,203
shares
|
$21.6 Million
2.38% of portfolio
|
Q4 2024
Added 120.67%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
876,247
shares
|
$21.5 Million
0.13% of portfolio
|
Q4 2024
Added 110.55%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
866,241
shares
|
$21.2 Million
0.31% of portfolio
|
Q4 2024
Added 123.87%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
802,581
shares
|
$19.7 Million
1.84% of portfolio
|
Q4 2024
Added 113.42%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
771,612
shares
|
$18.9 Million
9.92% of portfolio
|
Q4 2024
Added 108.01%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
764,811
shares
|
$18.7 Million
15.66% of portfolio
|
Q4 2024
Added 113.68%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
720,560
shares
|
$17.6 Million
0.27% of portfolio
|
Q4 2024
Added 135.21%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
698,119
shares
|
$17.1 Million
0.48% of portfolio
|
Q4 2024
Added 123.64%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
697,449
shares
|
$17.1 Million
10.43% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
644,446
shares
|
$15.8 Million
1.21% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
638,791
shares
|
$15.6 Million
3.38% of portfolio
|
Q4 2024
Added 87.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
591,037
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Added 110.84%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
584,564
shares
|
$14.3 Million
3.48% of portfolio
|
Q4 2024
Added 109.29%
|