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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
209,296
shares
|
$5.13 Million
1.07% of portfolio
|
Q4 2024
Added 107.85%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
208,804
shares
|
$5.11 Million
2.37% of portfolio
|
Q4 2024
Added 133.18%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
205,695
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
Added 128.08%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
204,350
shares
|
$5 Million
3.57% of portfolio
|
Q4 2024
Added 110.14%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
181,735
shares
|
$4.45 Million
5.1% of portfolio
|
Q4 2024
New holding
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
180,014
shares
|
$4.41 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
178,299
shares
|
$4.37 Million
2.34% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
175,699
shares
|
$4.3 Million
2.9% of portfolio
|
Q4 2024
Added 110.67%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
174,612
shares
|
$4.28 Million
1.39% of portfolio
|
Q4 2024
Added 104.43%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
169,795
shares
|
$4.16 Million
5.57% of portfolio
|
Q1 2023
Added 23.86%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
165,338
shares
|
$4.05 Million
1.37% of portfolio
|
Q4 2024
Added 100.09%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
164,068
shares
|
$4.02 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
159,163
shares
|
$3.9 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
152,971
shares
|
$3.75 Million
0.72% of portfolio
|
Q4 2024
Added 194.49%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
146,180
shares
|
$3.58 Million
0.07% of portfolio
|
Q4 2024
Added 123.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
141,928
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Added 95.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
139,839
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
Added 43.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
139,601
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 89.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
137,151
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 52.28%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
136,277
shares
|
$3.34 Million
0.43% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
134,853
shares
|
$3.3 Million
0.47% of portfolio
|
Q4 2024
Added 52.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
134,810
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 181.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
134,170
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 112.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
127,342
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 782.85%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
126,541
shares
|
$3.1 Million
0.91% of portfolio
|
Q4 2024
Added 187.91%
|