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 517 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
370,410
shares
|
$9.3 Million
0.0% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
368,764
shares
|
$9.26 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
360,038
shares
|
$9.04 Million
0.01% of portfolio
|
Q3 2025
Added 82.04%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
353,914
shares
|
$8.89 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
351,528
shares
|
$8.83 Million
4.15% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
347,192
shares
|
$8.72 Million
3.44% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
347,192
shares
|
$8.72 Million
3.38% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
346,868
shares
|
$8.71 Million
7.92% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
336,398
shares
|
$8.45 Million
1.39% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
332,987
shares
|
$8.36 Million
2.02% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
332,263
shares
|
$8.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
330,921
shares
|
$8.31 Million
1.17% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
327,931
shares
|
$8.23 Million
0.38% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
324,233
shares
|
$8.14 Million
2.5% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
321,425
shares
|
$8.07 Million
8.19% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
304,627
shares
|
$7.65 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
301,366
shares
|
$7.57 Million
7.49% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
296,049
shares
|
$7.43 Million
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
284,466
shares
|
$7.14 Million
0.09% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
276,329
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2025
Added 38.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
276,017
shares
|
$6.93 Million
0.2% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
270,419
shares
|
$6.79 Million
2.09% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
258,354
shares
|
$6.49 Million
0.42% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
255,020
shares
|
$6.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
252,769
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.39%
|
|