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 |
|---|---|---|---|---|---|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
126,302
shares
|
$3.09 Million
1.08% of portfolio
|
Q4 2024
Added 95.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
123,342
shares
|
$3.02 Million
0.27% of portfolio
|
Q4 2024
Added 157.05%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
123,103
shares
|
$3.01 Million
0.1% of portfolio
|
Q4 2024
Added 94.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
122,079
shares
|
$2.99 Million
0.25% of portfolio
|
Q4 2024
Added 146.37%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
120,788
shares
|
$2.96 Million
0.17% of portfolio
|
Q4 2024
Added 239.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
116,861
shares
|
$2.86 Million
0.09% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
114,319
shares
|
$2.8 Million
0.59% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
108,704
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
107,727
shares
|
$2.64 Million
0.36% of portfolio
|
Q4 2024
Added 108.77%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
107,377
shares
|
$2.63 Million
2.34% of portfolio
|
Q4 2024
Added 106.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
106,364
shares
|
$2.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
105,568
shares
|
$2.59 Million
0.12% of portfolio
|
Q4 2024
Added 714.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
104,988
shares
|
$2.57 Million
0.09% of portfolio
|
Q4 2024
Added 113.64%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
103,939
shares
|
$2.55 Million
1.04% of portfolio
|
Q4 2024
Added 114.82%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
103,182
shares
|
$2.53 Million
0.16% of portfolio
|
Q4 2024
Added 128.27%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
102,645
shares
|
$2.51 Million
0.17% of portfolio
|
Q4 2024
Added 108.53%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
101,823
shares
|
$2.49 Million
1.6% of portfolio
|
Q4 2024
Added 48.09%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
101,159
shares
|
$2.48 Million
0.63% of portfolio
|
Q4 2024
Added 124.52%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
100,105
shares
|
$2.45 Million
0.2% of portfolio
|
Q4 2024
Added 992.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
99,993
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 29.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
96,308
shares
|
$2.36 Million
0.21% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
94,677
shares
|
$2.32 Million
0.67% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
93,873
shares
|
$2.3 Million
0.19% of portfolio
|
Q4 2024
New holding
|