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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
86,422
shares
|
$2.17 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
84,566
shares
|
$2.12 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
83,983
shares
|
$2.11 Million
0.73% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
83,658
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
83,500
shares
|
$2.1 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
82,636
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
82,085
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Added 114.83%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
81,945
shares
|
$2.06 Million
1.05% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
79,949
shares
|
$2.01 Million
0.39% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
79,886
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
79,439
shares
|
$1.99 Million
0.75% of portfolio
|
Q3 2025
Added 158.01%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
77,302
shares
|
$1.94 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
76,993
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
74,495
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
73,219
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 41.56%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
72,580
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
71,110
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
70,182
shares
|
$1.76 Million
0.94% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
70,030
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 340.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
68,162
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 615.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
67,911
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
67,774
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
65,129
shares
|
$1.64 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
64,358
shares
|
$1.62 Million
0.95% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
63,644
shares
|
$1.6 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.02%
|
|