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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
42,681
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 52.77%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
41,649
shares
|
$1.02 Million
1.11% of portfolio
|
Q3 2024
Added 772.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
41,103
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 122.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
40,649
shares
|
$995,494
0.0% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
40,613
shares
|
$994,612
0.27% of portfolio
|
Q4 2024
Added 99.72%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
40,158
shares
|
$983,469
0.08% of portfolio
|
Q4 2024
Added 113.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
39,875
shares
|
$976,538
0.05% of portfolio
|
Q4 2024
Added 124.52%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
39,253
shares
|
$961,305
0.08% of portfolio
|
Q4 2024
Added 100.99%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
39,161
shares
|
$959,052
0.25% of portfolio
|
Q4 2024
Added 85.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,327
shares
|
$938,628
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
38,032
shares
|
$931,403
0.01% of portfolio
|
Q4 2024
Added 81.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
37,032
shares
|
$906,913
0.03% of portfolio
|
Q4 2024
Added 101.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
36,969
shares
|
$905,370
0.0% of portfolio
|
Q4 2024
Added 91.76%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
35,473
shares
|
$868,733
0.33% of portfolio
|
Q4 2024
Added 117.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
35,250
shares
|
$863,272
0.0% of portfolio
|
Q4 2024
Added 127.18%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
35,116
shares
|
$859,990
0.1% of portfolio
|
Q4 2024
Added 401.59%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
34,781
shares
|
$851,786
0.01% of portfolio
|
Q4 2024
Added 81.26%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
33,749
shares
|
$826,513
1.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
33,480
shares
|
$819,925
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
31,915
shares
|
$781,598
0.0% of portfolio
|
Q4 2024
Added 168.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,422
shares
|
$769,524
0.01% of portfolio
|
Q4 2024
Added 99.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
31,404
shares
|
$769,083
0.01% of portfolio
|
Q4 2024
Added 106.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
31,166
shares
|
$763,255
0.0% of portfolio
|
Q4 2024
Added 129.87%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
30,302
shares
|
$742,095
0.04% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
29,268
shares
|
$716,773
0.03% of portfolio
|
Q4 2024
Added 149.39%
|