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 515 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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
109,991
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
109,326
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
108,310
shares
|
$2.72 Million
0.2% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
107,975
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
106,933
shares
|
$2.69 Million
1.28% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
104,229
shares
|
$2.62 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
104,055
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
103,221
shares
|
$2.59 Million
0.62% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
103,221
shares
|
$2.59 Million
0.52% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
101,966
shares
|
$2.56 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
101,009
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
98,781
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,158
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
96,532
shares
|
$2.42 Million
0.42% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
95,720
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
94,208
shares
|
$2.37 Million
1.51% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
92,869
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.32 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
92,106
shares
|
$2.31 Million
1.73% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
91,681
shares
|
$2.3 Million
0.75% of portfolio
|
Q3 2025
Reduced 27.87%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
91,125
shares
|
$2.29 Million
0.43% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
87,807
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
87,189
shares
|
$2.19 Million
1.0% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
86,550
shares
|
$2.17 Million
0.58% of portfolio
|
Q3 2025
Added 3.77%
|
|