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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
317,591
shares
|
$7.78 Million
0.12% of portfolio
|
Q4 2024
Added 320.52%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
308,485
shares
|
$7.55 Million
0.63% of portfolio
|
Q4 2024
Added 103.34%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
303,655
shares
|
$7.44 Million
2.1% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
297,175
shares
|
$7.28 Million
4.92% of portfolio
|
Q4 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
296,026
shares
|
$7.25 Million
2.02% of portfolio
|
Q4 2024
Added 131.85%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
292,495
shares
|
$7.16 Million
2.9% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
273,259
shares
|
$6.69 Million
7.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
270,646
shares
|
$6.63 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
258,286
shares
|
$6.33 Million
0.12% of portfolio
|
Q4 2024
Added 91.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
255,752
shares
|
$6.26 Million
0.02% of portfolio
|
Q4 2024
Added 129.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
250,666
shares
|
$6.14 Million
0.2% of portfolio
|
Q4 2024
Added 95.59%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
248,494
shares
|
$6.09 Million
2.37% of portfolio
|
Q4 2024
Added 99.84%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
248,464
shares
|
$6.08 Million
1.14% of portfolio
|
Q4 2024
Added 117.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
242,934
shares
|
$5.95 Million
0.09% of portfolio
|
Q4 2024
Added 133.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
239,090
shares
|
$5.86 Million
0.03% of portfolio
|
Q4 2024
Added 3027.81%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
236,301
shares
|
$5.79 Million
0.23% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
234,578
shares
|
$5.74 Million
2.76% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
230,094
shares
|
$5.64 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
228,243
shares
|
$5.59 Million
4.85% of portfolio
|
Q4 2024
Added 102.31%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
226,673
shares
|
$5.55 Million
0.01% of portfolio
|
Q4 2024
Added 154.02%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
225,936
shares
|
$5.53 Million
2.34% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
222,305
shares
|
$5.44 Million
0.18% of portfolio
|
Q4 2024
Added 173.89%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
218,323
shares
|
$5.35 Million
1.16% of portfolio
|
Q4 2024
Added 75.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
214,560
shares
|
$5.25 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
211,119
shares
|
$5.17 Million
5.42% of portfolio
|
Q4 2024
Added 114.18%
|