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 |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
66,760
shares
|
$1.63 Million
2.62% of portfolio
|
Q4 2024
Added 519.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
63,170
shares
|
$1.55 Million
0.7% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
62,955
shares
|
$1.54 Million
0.94% of portfolio
|
Q4 2024
Added 98.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
61,712
shares
|
$1.51 Million
0.18% of portfolio
|
Q4 2024
Added 48.57%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,888
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 135.51%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
60,668
shares
|
$1.49 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
60,314
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
Added 84.16%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
59,441
shares
|
$1.46 Million
0.97% of portfolio
|
Q4 2024
Added 110.34%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
59,077
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2024
Added 81.6%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
53,021
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Added 126.13%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
50,472
shares
|
$1.24 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
48,891
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Added 97.44%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
47,969
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Added 108.18%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
47,348
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 99.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
47,227
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 52.24%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
45,646
shares
|
$1.12 Million
1.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
45,616
shares
|
$1.12 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
45,432
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 102.34%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
45,374
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
45,096
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
44,511
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
44,245
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2024
Added 176.31%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
43,095
shares
|
$1.06 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
42,956
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|