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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
62,359
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
60,389
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
59,878
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
58,170
shares
|
$1.46 Million
1.63% of portfolio
|
Q3 2025
Reduced 63.03%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
57,713
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.94%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
57,384
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2025
Added 511.7%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
56,650
shares
|
$1.42 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
55,479
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
53,753
shares
|
$1.35 Million
0.69% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,925
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 27.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
51,057
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
50,323
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
50,051
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
48,928
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
48,692
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
48,489
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
48,089
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
48,033
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 162.4%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
47,867
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
47,475
shares
|
$1.19 Million
0.84% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
47,308
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2025
Added 165.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,246
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2020
Added 973.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
47,051
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
47,021
shares
|
$1.18 Million
0.57% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
46,478
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 26.79%
|
|