Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2024 (June 30)385holders +14
42new positions
31sold out
1famous investor
$48.77avg. 13F price*
At the end of Q2 2024, 385 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 14 from Q1 2024. 42 opened new positions and 31 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Royal Bank of Canada ($493.6M) and Ameriprise Financial Inc. ($227.5M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $35.6M |
| Exits | 31 | $22.1M |
All 13F filers, Q1 2024 → Q2 2024: 87,643,006 shares bought and 6,802,983 shares sold, net +80,840,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Charles Schwab Investment Management Inc. | 0.77% | Add +27180.8% | 83,172,190 | $4.1B |
| Royal Bank of Canada | 0.12% | Reduce -13.0% | 10,121,701 | $493.6M |
| Ameriprise Financial Inc. | 0.06% | Add +7.2% | 4,665,148 | $227.5M |
| Stifel Financial Corp. | 0.21% | Add +3.9% | 3,739,632 | $182.4M |
| JPMorgan Chase & Co. | 0.01% | Add +10.5% | 1,463,317 | $71.4M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $70.7M |
| Pacific Sage Partners, LLC | 15.40% | Add +2.8% | 1,274,182 | $62.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +4.4% | 1,045,036 | $51.0M |
| Avidian Wealth Enterprises, LLC | 2.34% | Add +4.0% | 994,959 | $48.5M |
| Intelligence Driven Advisers, LLC | 6.87% | Add +0.9% | 993,764 | $48.5M |
| Madison Asset Management, LLC | 0.59% | Add +24.2% | 983,913 | $48.0M |
| Crane Advisory, LLC | 9.24% | Reduce -34.3% | 979,317 | $47.9M |
| Cornerstone Wealth Advisors, Inc. | 13.39% | Add +3.6% | 917,291 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 877,488 | $42.8M |
| Creative Planning | 0.04% | Reduce -37.0% | 812,243 | $39.6M |
| Resonant Capital Advisors, LLC | 3.04% | Add +12.2% | 767,370 | $37.4M |
| Moisand Fitzgerald Tamayo, LLC | 5.44% | Add +7.0% | 745,434 | $36.4M |
| Allworth Financial LP | 0.23% | Add +20.7% | 724,133 | $35.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $35.2M |
| Clearstead Advisors, LLC | 0.52% | Add +2.2% | 630,284 | $30.7M |
| West Coast Financial LLC | 3.46% | Add +18.4% | 599,629 | $29.2M |
| Morgan Stanley | 0.00% | Add +28.0% | 597,064 | $29.1M |
| Foster & Motley Inc. | 1.97% | Add +15.4% | 586,391 | $28.6M |
| Northwest Capital Management Inc | 10.37% | Reduce -17.9% | 582,733 | $28.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 579,639 | $28.3M |
| Cwm, LLC | 0.13% | Reduce -17.9% | 569,617 | $27.8M |
| Busey Bank | 0.94% | Reduce -6.4% | 563,518 | $27.5M |
| FLC Capital Advisors | 6.70% | Add +11.3% | 558,269 | $27.2M |
| BlackRock Inc. | 0.00% | Add +75.2% | 554,911 | $27.1M |
| Beacon Wealthcare LLC | 10.56% | Add +15.5% | 496,587 | $24.2M |
| WestHill Financial Advisors, Inc. | 5.62% | Add +1.7% | 474,493 | $23.1M |
| Galvin, Gaustad & Stein, LLC | 2.10% | Reduce -0.5% | 456,483 | $22.3M |
| First National Trust Co | 0.89% | Add +0.1% | 444,617 | $21.7M |
| Bouchey Financial Group, Ltd. | 1.84% | Reduce -8.9% | 396,990 | $19.4M |
| DAVENPORT & Co LLC | 0.12% | Add +41.8% | 396,081 | $19.3M |
| Your Advocates Ltd., LLP | 7.68% | Reduce -20.4% | 375,018 | $18.3M |
| Tradition Wealth Management, LLC | 1.73% | Add +12.6% | 366,730 | $17.9M |
| LPL Financial LLC | 0.01% | Add +1.6% | 351,149 | $17.1M |
| Altiora Financial Group, LLC | 4.02% | Add +61.0% | 343,739 | $16.8M |
| Stokes Family Office, LLC | 1.92% | Add +10.1% | 336,017 | $16.4M |
| AlphaStar Capital Management, LLC | 1.50% | Add +4.1% | 333,174 | $16.2M |
| Greenline Partners, LLC | 2.42% | Reduce -11.4% | 328,708 | $15.9M |
| HC Advisors, LLC | 14.30% | Reduce -31.7% | 317,853 | $15.5M |
| Morningstar Investment Services LLC | 0.15% | Reduce -0.6% | 284,415 | $13.9M |
| Marshall Financial Group, LLC | 3.78% | Add +4.5% | 277,019 | $13.5M |
| Flputnam Investment Management Co. | 0.24% | Add +3942.5% | 267,126 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +0.9% | 263,020 | $12.8M |
| Stratos Wealth Advisors, LLC | 0.60% | Add +255.3% | 248,787 | $12.1M |
| Advisory Alpha, LLC | 0.44% | Add +35.1% | 228,940 | $11.2M |
| Franklin Resources Inc. | 0.00% | Reduce -7.6% | 214,878 | $10.5M |
| Morton Brown Family Wealth, LLC | 3.93% | Add +7.3% | 201,971 | $9.9M |
| McAdam, LLC | 0.59% | Add +7.3% | 201,913 | $9.8M |
| SWS Partners | 2.93% | Reduce -1.2% | 201,107 | $9.8M |
| Mariner, LLC | 0.02% | Add +4.7% | 199,011 | $9.7M |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 198,518 | $9.7M |
| Financial Counselors Inc. | 0.15% | Add +475.1% | 195,355 | $9.5M |
| Lake Street Advisors Group, LLC | 0.46% | Reduce -40.4% | 194,601 | $9.5M |
| Kingsview Wealth Management, LLC | 0.20% | Reduce -1.5% | 174,895 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +34.2% | 171,637 | $8.4M |
| Sentinel Pension Advisors, LLC | 1.72% | Add +19.2% | 170,074 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.54% | Add +728.0% | 168,799 | $8.2M |
| Vident Advisory, LLC | 0.22% | New | 165,695 | $8.1M |
| Act Two Investors LLC | 1.59% | New | 165,076 | $8.1M |
| Bank of Montreal | 0.00% | Reduce -9.7% | 155,463 | $7.6M |
| Oakwell Private Wealth Management, LLC | 2.13% | Add +10.5% | 154,708 | $7.5M |
| Fiduciary Alliance LLC | 1.20% | Add +28.4% | 152,180 | $7.4M |
| Darrow Company, Inc. | 4.66% | Add +5.8% | 146,787 | $7.2M |
| Focus Financial Network, Inc. | 0.29% | Add +5.2% | 139,884 | $6.9M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +13.9% | 139,024 | $6.8M |
| MassMutual Private Wealth & Trust, FSB | 0.20% | Add +366.2% | 138,356 | $6.7M |
| SIMA Wealth Partners, LLC | 6.18% | — | 132,834 | $6.5M |
| Empowered Funds, LLC | 0.11% | Add +16.1% | 129,668 | $6.3M |
| Libra Wealth LLC | 2.63% | Reduce -0.9% | 124,347 | $6.1M |
| One Degree Advisors Inc | 2.92% | Reduce -5.7% | 123,958 | $6.0M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -9.6% | 115,383 | $5.6M |
| Independent Solutions Wealth Management, LLC | 1.26% | Reduce -4.4% | 112,345 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +63.1% | 107,779 | $5.3M |
| Advocate Group LLC | 1.00% | Add +1.1% | 101,516 | $5.0M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -1.8% | 98,781 | $4.8M |
| Heritage Wealth Management, Inc. | 4.59% | Add +9.7% | 97,480 | $4.8M |
| Walkner Condon Financial Advisors LLC | 1.02% | Add +13.1% | 96,827 | $4.7M |
| GenWealth Group, Inc. | 1.16% | Add +13.9% | 96,492 | $4.7M |
| Jane Street Group, LLC | 0.01% | New | 96,085 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +40.6% | 95,842 | $4.7M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +8.9% | 92,820 | $4.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.19% | Reduce -2.6% | 91,063 | $4.4M |
| Myecfo, LLC | 2.56% | Reduce -4.3% | 90,966 | $4.4M |
| UBS Group AG | 0.00% | Add +21.6% | 86,803 | $4.2M |
| LexAurum Advisors, LLC | 1.02% | Reduce -22.1% | 85,233 | $4.2M |
| Modus Advisors, LLC | 1.42% | Add +2.9% | 82,537 | $4.0M |
| IHT Wealth Management, LLC | 0.15% | Add +39.4% | 80,344 | $3.9M |
| Passive Capital Management, LLC. | 1.44% | Add +0.9% | 79,590 | $3.9M |
| Hilltop Partners LLC | 1.41% | Add +1.4% | 78,534 | $3.8M |
| MML Investors Services, LLC | 0.02% | Add +18.4% | 77,873 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Reduce -3.6% | 75,688 | $3.7M |
| W.H. Cornerstone Investments Inc. | 2.60% | Add +35.8% | 75,134 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 74,385 | $3.6M |
| WT Wealth Management | 1.19% | Add +110.3% | 71,283 | $3.5M |
| RKL Wealth Management LLC | 0.33% | Reduce -0.5% | 71,201 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 71,844 | $3.4M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.