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 515 institutions that hold shares in the stock, with a total of 385 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
624,562
shares
|
$15.7 Million
3.91% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
606,155
shares
|
$15.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
598,114
shares
|
$15 Million
3.28% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
584,191
shares
|
$14.7 Million
4.22% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
583,202
shares
|
$14.6 Million
9.0% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
559,604
shares
|
$14.1 Million
0.47% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
554,911
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Added 75.21%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
538,975
shares
|
$13.5 Million
0.13% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
524,487
shares
|
$13.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
498,404
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
471,807
shares
|
$11.8 Million
4.97% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
470,196
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
468,506
shares
|
$11.8 Million
2.04% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
463,905
shares
|
$11.6 Million
8.14% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
427,988
shares
|
$10.7 Million
1.76% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
427,406
shares
|
$10.7 Million
0.72% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
425,261
shares
|
$10.7 Million
2.42% of portfolio
|
Q3 2025
Added 16032.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
413,949
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2025
Added 56.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
410,971
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2025
Added 244.08%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
409,042
shares
|
$10.3 Million
0.52% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
406,576
shares
|
$10.2 Million
2.42% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
397,915
shares
|
$9.99 Million
5.9% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
393,136
shares
|
$9.87 Million
1.31% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
388,339
shares
|
$9.75 Million
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
375,927
shares
|
$9.44 Million
1.95% of portfolio
|
Q3 2025
Added 7.72%
|
|