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 |
|---|---|---|---|---|---|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
561,236
shares
|
$13.7 Million
1.92% of portfolio
|
Q4 2024
Added 66.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
527,784
shares
|
$12.9 Million
0.46% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
517,408
shares
|
$12.7 Million
2.88% of portfolio
|
Q4 2024
Added 394.25%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
510,108
shares
|
$12.5 Million
4.6% of portfolio
|
Q4 2024
Added 112.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
483,118
shares
|
$11.8 Million
0.58% of portfolio
|
Q4 2024
Added 101.18%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
469,698
shares
|
$11.5 Million
3.62% of portfolio
|
Q4 2024
Added 136.91%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
461,713
shares
|
$11.3 Million
3.91% of portfolio
|
Q4 2024
Added 111.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
442,243
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 103.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
438,147
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 113.43%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
395,800
shares
|
$9.69 Million
1.84% of portfolio
|
Q4 2024
Added 105.86%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
391,107
shares
|
$9.58 Million
0.96% of portfolio
|
Q4 2024
Added 126.62%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
382,232
shares
|
$9.36 Million
1.66% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
378,003
shares
|
$9.26 Million
0.02% of portfolio
|
Q4 2024
Added 82.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
364,963
shares
|
$8.94 Million
1.85% of portfolio
|
Q4 2024
Added 236.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
361,134
shares
|
$8.84 Million
0.33% of portfolio
|
Q4 2024
Added 134.39%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
359,996
shares
|
$8.82 Million
0.48% of portfolio
|
Q4 2024
Added 111.72%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
359,262
shares
|
$8.8 Million
1.73% of portfolio
|
Q4 2024
Added 104.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
356,218
shares
|
$8.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.73%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
353,984
shares
|
$8.67 Million
2.78% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
338,270
shares
|
$8.28 Million
1.38% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
332,352
shares
|
$8.14 Million
4.72% of portfolio
|
Q4 2024
Added 115.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.03 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
327,426
shares
|
$8.02 Million
0.02% of portfolio
|
Q4 2024
Added 697.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
326,363
shares
|
$7.99 Million
0.28% of portfolio
|
Q4 2024
Added 114.42%
|