Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2026 (June 30)506holders −7
46new positions
49sold out
4famous investors
$24.64avg. 13F price*
At the end of Q2 2026, 506 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, down 7 from Q1 2026. 46 opened new positions and 49 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.5B), Royal Bank of Canada ($461.9M) and Ameriprise Financial Inc. ($334.0M). 4 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $204.0M |
| Exits | 49 | $115.3M |
All 13F filers, Q1 2026 → Q2 2026: 44,100,704 shares bought and 14,784,249 shares sold, net +29,316,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Charles Schwab Investment Management Inc. | 0.86% | Add +5.6% | 263,437,179 | $6.5B |
| Royal Bank of Canada | 0.08% | Add +8.1% | 18,731,210 | $461.9M |
| Ameriprise Financial Inc. | 0.07% | Add +1.3% | 13,544,801 | $334.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +103.7% | 9,469,330 | $233.5M |
| Stifel Financial Corp. | 0.14% | Reduce -12.5% | 6,666,844 | $164.4M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 6,339,063 | $156.8M |
| Alliancebernstein L.P. | 0.05% | New | 5,800,038 | $144.5M |
| Bank of America Corp. | 0.01% | Reduce -13.5% | 5,354,373 | $132.0M |
| Exchange Traded Concepts, LLC | 0.59% | Add +15.3% | 4,862,662 | $119.9M |
| Cornerstone Wealth Advisors, Inc. | 21.29% | Add +3.2% | 4,120,062 | $101.6M |
| Moisand Fitzgerald Tamayo, LLC | 9.81% | Add +4.5% | 4,074,314 | $100.5M |
| LPL Financial LLC | 0.02% | Add +85.0% | 3,926,926 | $96.8M |
| Pacific Sage Partners, LLC | 13.47% | Add +10.2% | 3,835,408 | $94.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +18.0% | 3,049,531 | $74.7M |
| Empowered Funds, LLC | 0.37% | Add +48.0% | 2,862,224 | $70.3M |
| Crane Advisory, LLC | 10.02% | Add +1.9% | 2,844,705 | $69.8M |
| Wells Fargo & Company | 0.01% | Add +90.3% | 2,724,707 | $67.2M |
| Resonant Capital Advisors, LLC | 3.18% | Reduce -10.0% | 2,700,741 | $66.6M |
| Avidian Wealth Enterprises, LLC | 1.68% | Add +2.9% | 2,450,348 | $60.4M |
| Clearstead Advisors, LLC | 0.48% | Add +6.3% | 2,077,660 | $51.2M |
| FLC Capital Advisors | 7.23% | Add +10.0% | 1,788,067 | $44.1M |
| Baird Financial Group, Inc. | 0.06% | Add +18.6% | 1,714,671 | $42.3M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 1,669,051 | $41.2M |
| DAVENPORT & Co LLC | 0.21% | Add +8.8% | 1,637,058 | $40.4M |
| MML Investors Services, LLC | 0.08% | Add +331.0% | 1,626,073 | $40.1M |
| High Probability Advisors, LLC | 4.15% | Add +23.7% | 1,574,348 | $38.8M |
| Cerity Partners LLC | 0.05% | Reduce -19.6% | 1,550,382 | $38.2M |
| Cetera Investment Advisers | 0.03% | Add +33.4% | 1,536,279 | $37.9M |
| Advisory Alpha, LLC | 0.92% | Reduce -0.2% | 1,527,811 | $37.7M |
| Beacon Wealthcare LLC | 11.36% | Add +2.0% | 1,437,622 | $35.5M |
| Foster & Motley Inc. | 1.60% | Add +23.4% | 1,408,799 | $34.7M |
| Hapanowicz & Associates Financial Services, Inc | 10.72% | Reduce -0.0% | 1,397,019 | $34.5M |
| WestHill Financial Advisors, Inc. | 5.42% | Add +4.5% | 1,290,103 | $31.8M |
| First National Trust Co | 1.03% | Reduce -1.2% | 1,232,504 | $30.4M |
| Galvin, Gaustad & Stein, LLC | 2.05% | Add +3.6% | 1,113,660 | $27.5M |
| Your Advocates Ltd., LLP | 7.47% | Add +5.6% | 1,059,412 | $26.1M |
| Jones Financial Companies LLLP | 0.01% | Add +8.2% | 999,811 | $24.7M |
| Summit Financial, LLC | 0.26% | Add +6.4% | 975,260 | $24.0M |
| Tradition Wealth Management, LLC | 1.44% | Add +5.2% | 956,897 | $23.6M |
| HC Advisors, LLC | 13.46% | Reduce -0.0% | 899,393 | $22.2M |
| Allworth Financial LP | 0.09% | Reduce -3.4% | 859,244 | $21.2M |
| Waverly Advisors, LLC | 0.12% | Add +6.0% | 842,589 | $20.8M |
| Savant Capital, LLC | 0.06% | Add +783.5% | 818,221 | $20.1M |
| Creative Planning | 0.01% | Reduce -13.3% | 789,075 | $19.5M |
| Morton Brown Family Wealth, LLC | 4.27% | Add +8.7% | 762,960 | $18.8M |
| SWS Partners | 3.92% | Add +2.4% | 736,384 | $18.2M |
| Downshift Financial, LLC | 8.13% | Add +7.1% | 726,438 | $17.9M |
| Altiora Financial Group, LLC | 2.67% | Add +5.3% | 687,514 | $17.0M |
| UBS Group AG | 0.00% | Add +4.6% | 678,451 | $16.7M |
| Kathmere Capital Management, LLC | 0.85% | Add +23.4% | 647,199 | $16.0M |
| Perigon Wealth Management, LLC | 0.25% | Add +8.2% | 641,573 | $15.8M |
| Arax Advisory Partners | 0.10% | New | 633,193 | $15.6M |
| Madison Asset Management, LLC | 0.18% | Reduce -20.1% | 623,073 | $15.4M |
| Walker Financial Services, Inc. | 4.56% | Add +13.1% | 597,458 | $14.7M |
| WorthPointe, LLC | 3.53% | Add +2.3% | 569,571 | $14.0M |
| Bank of Montreal | 0.01% | Add +7.3% | 560,068 | $13.8M |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 540,148 | $13.3M |
| Kelly Financial Services LLC | 2.78% | Add +53.1% | 527,022 | $13.0M |
| Fiduciary Alliance LLC | 0.85% | Add +1.0% | 510,479 | $12.6M |
| Tidal Investments LLC | 0.03% | Add +3.8% | 507,102 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.4% | 506,242 | $12.5M |
| Holcombe Financial, Inc. | 7.05% | Reduce -1.0% | 506,177 | $12.5M |
| Clarity Wealth Development LLC | 6.88% | Add +13.1% | 502,374 | $12.4M |
| Foundation Wealth Management, LLC\PA | 3.60% | Add +5.6% | 484,135 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 475,171 | $11.7M |
| Advocate Group LLC | 1.76% | Add +10.4% | 474,914 | $11.7M |
| White Pine Investment CO | 2.49% | Add +3.2% | 474,217 | $11.7M |
| Attessa Capital LLC | 4.99% | Add +6.8% | 450,916 | $11.1M |
| Walkner Condon Financial Advisors LLC | 1.28% | Reduce -0.5% | 450,208 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 449,292 | $11.1M |
| Oakwell Private Wealth Management, LLC | 1.81% | Add +2.0% | 441,905 | $10.9M |
| Diversify Advisory Services, LLC | 0.18% | New | 435,160 | $10.6M |
| Diversify Wealth Management, LLC | 0.18% | Reduce -66.1% | 435,160 | $10.6M |
| Park Avenue Securities LLC | 0.07% | Add +326.6% | 426,837 | $10.5M |
| Integrity Alliance, Llc. | 0.33% | Add +57.9% | 419,809 | $10.4M |
| Cadia Private Client LLC | 7.31% | Add +0.7% | 413,093 | $10.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 6.60% | Add +12.4% | 395,554 | $9.8M |
| Darrow Company, Inc. | 3.67% | Add +1.8% | 384,310 | $9.5M |
| Hidden Cove Wealth Management, LLC | 5.17% | Reduce -0.1% | 380,346 | $9.4M |
| Savvy Advisors, Inc. | 0.20% | Add +8.7% | 379,058 | $9.3M |
| One Degree Advisors Inc | 2.08% | Reduce -45.7% | 379,789 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Add +144.0% | 377,107 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +240.7% | 371,692 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.2% | 369,893 | $9.1M |
| Benjamin Edwards Inc. | 0.08% | Add +3.2% | 363,473 | $9.0M |
| Bulwark Capital Corp | 5.01% | Reduce -0.1% | 360,679 | $8.9M |
| Act Two Investors LLC | 1.77% | Add +1.3% | 354,554 | $8.7M |
| Centric Wealth Management | 1.35% | No change | 351,983 | $8.7M |
| BlackRock, Inc. | 0.00% | Reduce -11.5% | 346,927 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.2% | 344,360 | $8.5M |
| Cloud Capital Management, LLC | 3.06% | Reduce -4.4% | 340,018 | $8.4M |
| Valmark Advisers, Inc. | 0.09% | Add +0.1% | 338,161 | $8.3M |
| Tennessee Valley Asset Management Partners | 0.91% | Add +1.1% | 334,196 | $8.2M |
| Maridea Wealth Management LLC | 0.88% | Add +10.8% | 326,838 | $8.1M |
| Destiny Wealth Partners, LLC | 1.13% | Reduce -19.8% | 329,251 | $8.0M |
| Sentinel Pension Advisors, LLC | 1.04% | Add +4.9% | 323,780 | $7.9M |
| Dock Street Asset Management Inc. | 0.73% | Add +1.6% | 321,384 | $7.9M |
| Focus Partners Wealth | 0.01% | Add +5.0% | 316,775 | $7.8M |
| Vident Advisory, LLC | 0.06% | Reduce -29.9% | 301,507 | $7.4M |
| L.K. Benson & Company, P.C. | 2.18% | Add +1.6% | 293,466 | $7.2M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.