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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
152,692
shares
|
$3.83 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
151,900
shares
|
$3.81 Million
2.53% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
145,968
shares
|
$3.67 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
144,660
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.98%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
144,533
shares
|
$3.63 Million
0.18% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
135,566
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
134,001
shares
|
$3.36 Million
0.18% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
133,965
shares
|
$3.36 Million
0.16% of portfolio
|
Q3 2025
Added 103.79%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
133,015
shares
|
$3.34 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
132,468
shares
|
$3.33 Million
0.41% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
132,134
shares
|
$3.32 Million
0.88% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
129,361
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
123,760
shares
|
$3.11 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
121,792
shares
|
$3.06 Million
0.68% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
118,472
shares
|
$2.97 Million
0.87% of portfolio
|
Q3 2025
Added 52.34%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
116,564
shares
|
$2.93 Million
0.38% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
114,564
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 34.22%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
114,406
shares
|
$2.87 Million
0.14% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
114,367
shares
|
$2.87 Million
0.2% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
114,319
shares
|
$2.87 Million
0.59% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
114,316
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
111,185
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
110,723
shares
|
$2.78 Million
1.09% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
110,642
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
110,225
shares
|
$2.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|