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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
93,326
shares
|
$2.29 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,820
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
92,793
shares
|
$2.27 Million
0.63% of portfolio
|
Q4 2024
Added 96.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,252
shares
|
$2.26 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
90,941
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 130.81%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
89,286
shares
|
$2.19 Million
0.41% of portfolio
|
Q4 2024
Added 91.45%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
89,144
shares
|
$2.18 Million
1.86% of portfolio
|
Q4 2024
Added 114.85%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
87,168
shares
|
$2.13 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
84,894
shares
|
$2.08 Million
0.56% of portfolio
|
Q4 2024
Added 73.61%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
84,843
shares
|
$2.08 Million
0.82% of portfolio
|
Q4 2024
Added 233.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
84,672
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Added 138.4%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
84,589
shares
|
$2.07 Million
0.29% of portfolio
|
Q4 2024
Added 87.97%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Feb 14, 2025 Q4 2024 |
83,500
shares
|
$2.04 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
82,966
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 147.06%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
82,884
shares
|
$2.03 Million
0.55% of portfolio
|
Q4 2024
Added 108.32%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.02 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
82,390
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2024
Added 44.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
79,946
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 141.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
69,569
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
69,497
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
69,374
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
69,260
shares
|
$1.7 Million
1.02% of portfolio
|
Q4 2024
Added 174.51%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
68,925
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
68,331
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 36.03%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
66,938
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Added 31.37%
|