Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2024 (March 31)371holders
2famous investors
$49.05avg. 13F price*
At the end of Q1 2024, 371 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($4.0B), Royal Bank of Canada ($570.4M) and Ameriprise Financial Inc. ($213.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $19.6M |
| Exits | 49 | $94.3M |
Ownership 371 holders
| Charles Schwab Investment Advisory, Inc. | 5.46% | Add +1.9% | 81,034,760 | $4.0B |
| Royal Bank of Canada | 0.14% | Add +12.7% | 11,629,479 | $570.4M |
| Ameriprise Financial Inc. | 0.06% | Add +24.0% | 4,352,571 | $213.5M |
| Stifel Financial Corp. | 0.20% | Add +22.7% | 3,599,302 | $176.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -10.5% | 2,312,464 | $113.4M |
| Crane Advisory, LLC | 14.66% | Add +223.4% | 1,491,511 | $72.7M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $71.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.9% | 1,323,902 | $64.9M |
| Creative Planning | 0.07% | Reduce -18.7% | 1,288,837 | $63.2M |
| Pacific Sage Partners, LLC | 15.74% | Add +0.5% | 1,239,101 | $60.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.8% | 1,000,844 | $49.1M |
| Intelligence Driven Advisers, LLC | 7.14% | Add +244.8% | 984,558 | $48.3M |
| Avidian Wealth Enterprises, LLC | 2.51% | Add +94.2% | 956,875 | $46.9M |
| Cornerstone Wealth Advisors, Inc. | 13.37% | Add +5.8% | 884,987 | $43.4M |
| Madison Asset Management, LLC | 0.48% | Add +49.1% | 791,930 | $38.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.5% | 777,904 | $38.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $35.4M |
| Northwest Capital Management Inc | 11.14% | Reduce -8.1% | 709,894 | $34.8M |
| Moisand Fitzgerald Tamayo, LLC | 5.23% | Add +9.1% | 696,828 | $34.2M |
| Cwm, LLC | 0.17% | Reduce -9.5% | 694,206 | $34.1M |
| Resonant Capital Advisors, LLC | 2.87% | Add +9.6% | 684,007 | $33.6M |
| Clearstead Advisors, LLC | 1.48% | Add +21.5% | 616,985 | $29.8M |
| Busey Bank | 1.05% | Reduce -6.6% | 602,283 | $29.5M |
| Allworth Financial LP | 0.21% | Reduce -2.4% | 599,981 | $29.4M |
| Bank of America Corp. | 0.00% | Add +11.0% | 572,224 | $28.1M |
| Foster & Motley Inc. | 1.72% | Add +7.2% | 508,010 | $24.9M |
| West Coast Financial LLC | 3.01% | Add +33.9% | 506,227 | $24.8M |
| FLC Capital Advisors | 6.21% | Add +1.3% | 501,382 | $24.6M |
| Your Advocates Ltd., LLP | 9.76% | Reduce -3.7% | 471,308 | $23.1M |
| WestHill Financial Advisors, Inc. | 5.63% | Add +5.5% | 466,480 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 466,338 | $22.9M |
| HC Advisors, LLC | 10.88% | Add +51.8% | 465,327 | $22.8M |
| Galvin, Gaustad & Stein, LLC | 2.10% | Add +6.5% | 458,654 | $22.5M |
| First National Trust Co | 0.89% | Add +17.5% | 444,365 | $21.8M |
| Bouchey Financial Group, Ltd. | 2.10% | Add +13.8% | 435,637 | $21.4M |
| Beacon Wealthcare LLC | 9.62% | Add +13.7% | 429,890 | $21.1M |
| Greenline Partners, LLC | 2.90% | Reduce -7.6% | 371,085 | $18.2M |
| LPL Financial LLC | 0.01% | Add +18.2% | 345,591 | $17.0M |
| Lake Street Advisors Group, LLC | 0.75% | Reduce -5.8% | 326,646 | $16.0M |
| Tradition Wealth Management, LLC | 1.62% | Add +8.9% | 325,797 | $16.0M |
| AlphaStar Capital Management, LLC | 1.61% | Add +6.5% | 320,067 | $15.7M |
| BlackRock Inc. | 0.00% | Add +16.3% | 316,713 | $15.5M |
| Stokes Family Office, LLC | 1.87% | Add +31.9% | 305,107 | $15.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 304,875 | $15.0M |
| Morningstar Investment Services LLC | 0.15% | Reduce -50.6% | 286,153 | $14.1M |
| DAVENPORT & Co LLC | 0.09% | Add +9.4% | 279,410 | $13.7M |
| Marshall Financial Group, LLC | 3.74% | Add +15.9% | 265,019 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +348.1% | 260,537 | $12.8M |
| Sequoia Financial Advisors, LLC | 0.16% | Add +0.3% | 258,929 | $12.7M |
| Tradewinds Capital Management, LLC | 3.26% | Add +30183.0% | 240,750 | $11.8M |
| Franklin Resources Inc. | 0.00% | Add +6.9% | 232,617 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -18.2% | 219,086 | $10.7M |
| Altiora Financial Group, LLC | 2.84% | Reduce -5.6% | 213,511 | $10.5M |
| GenTrust, LLC | 0.62% | Reduce -0.9% | 205,555 | $10.1M |
| SWS Partners | 2.99% | Add +2.5% | 203,565 | $10.0M |
| Mariner, LLC | 0.02% | Add +12.7% | 190,148 | $9.3M |
| Morton Brown Family Wealth, LLC | 3.81% | Add +2.4% | 188,225 | $9.2M |
| McAdam, LLC | 0.59% | Add +11.5% | 188,180 | $9.2M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -1.6% | 177,569 | $8.7M |
| Bank of Montreal | 0.00% | Add +11.9% | 172,233 | $8.4M |
| Advisory Alpha, LLC | 0.34% | Add +50.7% | 169,393 | $8.3M |
| Sentinel Pension Advisors, LLC | 1.50% | Add +225.7% | 142,713 | $7.0M |
| Oakwell Private Wealth Management, LLC | 2.09% | Add +14.6% | 139,951 | $6.9M |
| Darrow Company, Inc. | 4.45% | Add +58.0% | 138,728 | $6.8M |
| One Degree Advisors Inc | 3.21% | Reduce -0.2% | 131,479 | $6.5M |
| Focus Financial Network, Inc. | 0.31% | — | 132,921 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +276.9% | 127,869 | $6.3M |
| CreativeOne Wealth, LLC | 0.25% | Add +2.0% | 127,651 | $6.3M |
| Libra Wealth LLC | 2.70% | Reduce -0.3% | 125,435 | $6.2M |
| Exencial Wealth Advisors, LLC | 0.22% | Add +25.9% | 122,044 | $6.0M |
| Independent Solutions Wealth Management, LLC | 1.37% | Add +9.8% | 117,510 | $5.8M |
| Fiduciary Alliance LLC | 1.02% | Add +37.5% | 118,505 | $5.8M |
| Empowered Funds, LLC | 0.10% | New | 111,638 | $5.5M |
| LexAurum Advisors, LLC | 1.36% | Reduce -9.5% | 109,348 | $5.4M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +1.9% | 100,570 | $4.9M |
| Advocate Group LLC | 0.98% | Add +35.1% | 100,402 | $4.9M |
| Myecfo, LLC | 2.73% | Add +2.8% | 95,089 | $4.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.29% | Add +1.3% | 93,501 | $4.6M |
| Heritage Wealth Management, Inc. | 4.33% | Add +7.8% | 88,832 | $4.4M |
| Walkner Condon Financial Advisors LLC | 0.89% | Add +18.4% | 85,600 | $4.2M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Reduce -17.8% | 85,230 | $4.2M |
| GenWealth Group, Inc. | 1.05% | Add +16.1% | 84,680 | $4.2M |
| Modus Advisors, LLC | 1.46% | Add +9.4% | 80,208 | $3.9M |
| Passive Capital Management, LLC. | 1.51% | Reduce -2.3% | 78,904 | $3.9M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 78,521 | $3.9M |
| Hilltop Partners LLC | 1.36% | Add +5.7% | 77,473 | $3.8M |
| RKL Wealth Management LLC | 0.35% | Add +1.1% | 71,533 | $3.5M |
| UBS Group AG | 0.00% | Reduce -11.0% | 71,399 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -47.4% | 70,231 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +30.5% | 70,025 | $3.4M |
| Upper Left Wealth Management, LLC | 3.16% | Reduce -22.2% | 69,462 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -88.0% | 68,185 | $3.3M |
| Spire Wealth Management | 0.06% | Add +0.8% | 67,725 | $3.3M |
| PAX Financial Group, LLC | 0.67% | Reduce -11.8% | 67,643 | $3.3M |
| WealthCare Investment Partners, LLC | 1.58% | Add +9.3% | 66,748 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.6% | 66,084 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -13.1% | 65,780 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 65,528 | $3.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 65,200 | $3.2M |
| Meridian Management Co. | 0.87% | Reduce -3.6% | 65,005 | $3.2M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.