Schwab Intermediate-Term USSCHRETF
13F holders, Q3 2024 (September 30)384holders −1
34new positions
40sold out
1famous investor
$50.23avg. 13F price*
At the end of Q3 2024, 384 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, down 1 from Q2 2024. 34 opened new positions and 40 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.4B), Royal Bank of Canada ($540.3M) and Ameriprise Financial Inc. ($254.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $74.3M |
| Exits | 40 | $28.7M |
All 13F filers, Q2 2024 → Q3 2024: 39,865,622 shares bought and 1,334,566 shares sold, net +38,531,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Charles Schwab Investment Management Inc. | 1.04% | Add +29.4% | 107,666,399 | $5.4B |
| Royal Bank of Canada | 0.12% | Add +5.5% | 10,677,685 | $540.3M |
| Ameriprise Financial Inc. | 0.07% | Add +11.2% | 5,188,028 | $254.5M |
| Bank of America Corp. | 0.02% | Add +604.9% | 4,086,009 | $206.8M |
| Stifel Financial Corp. | 0.21% | Add +4.3% | 3,898,675 | $197.3M |
| Jane Street Group, LLC | 0.17% | Add +2032.8% | 2,049,343 | $103.7M |
| Cornerstone Wealth Advisors, Inc. | 22.07% | Add +71.1% | 1,569,139 | $79.4M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $73.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 1,397,203 | $70.7M |
| Bank of Montreal | 0.03% | Add +710.6% | 1,260,228 | $63.9M |
| Pacific Sage Partners, LLC | 15.18% | Reduce -1.1% | 1,260,742 | $63.8M |
| Madison Asset Management, LLC | 0.62% | Add +11.3% | 1,095,057 | $55.4M |
| Northwest Capital Management Inc | 19.91% | Add +87.4% | 1,092,194 | $55.3M |
| Cwm, LLC | 0.23% | Add +89.5% | 1,079,429 | $54.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.5% | 1,060,996 | $53.7M |
| Avidian Wealth Enterprises, LLC | 2.33% | Add +2.1% | 1,015,744 | $51.4M |
| Intelligence Driven Advisers, LLC | 7.11% | Reduce -1.1% | 982,569 | $49.7M |
| Crane Advisory, LLC | 8.83% | Add +0.1% | 980,394 | $48.8M |
| Resonant Capital Advisors, LLC | 3.23% | Add +13.2% | 868,687 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 860,307 | $43.5M |
| Moisand Fitzgerald Tamayo, LLC | 5.30% | Add +2.5% | 763,667 | $38.6M |
| Morgan Stanley | 0.00% | Add +26.1% | 753,226 | $38.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $36.5M |
| Creative Planning | 0.04% | Reduce -13.3% | 704,397 | $35.6M |
| Allworth Financial LP | 0.21% | Reduce -5.2% | 686,442 | $34.7M |
| Clearstead Advisors, LLC | 0.54% | Add +8.5% | 683,617 | $34.6M |
| West Coast Financial LLC | 3.77% | Add +13.1% | 678,055 | $34.3M |
| Foster & Motley Inc. | 2.07% | Add +9.8% | 643,896 | $32.6M |
| BlackRock, Inc. | 0.00% | — | 614,408 | $31.1M |
| FLC Capital Advisors | 6.66% | Add +2.1% | 570,155 | $28.8M |
| Busey Bank | 0.89% | Reduce -4.4% | 538,724 | $27.3M |
| Beacon Wealthcare LLC | 10.80% | Add +6.5% | 529,003 | $26.8M |
| Bouchey Financial Group, Ltd. | 2.27% | Add +26.7% | 502,873 | $25.4M |
| WestHill Financial Advisors, Inc. | 5.61% | Add +4.2% | 494,411 | $25.0M |
| First National Trust Co | 0.95% | Add +9.3% | 485,900 | $24.6M |
| Galvin, Gaustad & Stein, LLC | 2.17% | Add +4.0% | 474,775 | $24.0M |
| LPL Financial LLC | 0.01% | Add +19.8% | 420,523 | $21.3M |
| DAVENPORT & Co LLC | 0.12% | Add +5.1% | 416,177 | $21.1M |
| Stokes Family Office, LLC | 2.21% | Add +18.8% | 399,330 | $20.2M |
| Financial Counselors Inc. | 0.29% | Add +98.1% | 386,936 | $19.6M |
| Tradition Wealth Management, LLC | 1.70% | Add +2.5% | 376,064 | $19.0M |
| Your Advocates Ltd., LLP | 7.38% | Reduce -1.1% | 370,949 | $18.8M |
| SeaBridge Investment Advisors LLC | 4.53% | New | 366,249 | $18.5M |
| HC Advisors, LLC | 14.89% | Add +12.6% | 357,917 | $18.1M |
| AlphaStar Capital Management, LLC | 1.42% | Add +6.3% | 354,192 | $17.9M |
| Altiora Financial Group, LLC | 3.81% | Reduce -1.0% | 340,164 | $17.2M |
| Greenline Partners, LLC | 2.44% | Add +2.7% | 337,467 | $17.1M |
| High Probability Advisors, LLC | 2.72% | New | 315,450 | $16.0M |
| MassMutual Private Wealth & Trust, FSB | 0.45% | Add +125.6% | 312,155 | $15.8M |
| Empowered Funds, LLC | 0.24% | Add +136.3% | 306,351 | $15.5M |
| Diversify Wealth Management, LLC | 1.37% | Add +2458.5% | 574,464 | $14.2M |
| Cetera Investment Advisers | 0.03% | Add +6.6% | 280,322 | $14.2M |
| Morningstar Investment Services LLC | 0.14% | Reduce -1.7% | 279,607 | $14.2M |
| Marshall Financial Group, LLC | 3.38% | Add +0.8% | 279,305 | $14.1M |
| One Degree Advisors Inc | 5.50% | Add +107.7% | 257,445 | $13.1M |
| Advisory Alpha, LLC | 0.44% | Add +7.2% | 245,304 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.56% | Reduce -3.5% | 240,144 | $12.2M |
| Pure Portfolios Holdings LLC | 4.58% | — | 239,508 | $12.1M |
| Lake Street Advisors Group, LLC | 0.51% | Add +12.3% | 218,601 | $11.1M |
| Morton Brown Family Wealth, LLC | 3.93% | Add +8.1% | 218,320 | $11.0M |
| Mariner, LLC | 0.02% | Add +4.3% | 207,597 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 205,290 | $10.4M |
| SWS Partners | 3.20% | Reduce -1.4% | 198,261 | $10.0M |
| Sentinel Pension Advisors, LLC | 1.87% | Add +13.1% | 192,267 | $9.7M |
| WT Wealth Management | 2.94% | Add +417.9% | 369,146 | $9.2M |
| Act Two Investors LLC | 1.68% | Add +6.7% | 176,065 | $8.9M |
| Fiduciary Alliance LLC | 1.16% | Add +13.4% | 172,579 | $8.7M |
| McAdam, LLC | 0.48% | Reduce -15.8% | 170,030 | $8.6M |
| Tennessee Valley Asset Management Partners | 1.35% | Add +81.2% | 305,910 | $8.2M |
| Centric Wealth Management | 2.13% | New | 329,584 | $8.0M |
| Darrow Company, Inc. | 4.55% | Add +5.3% | 154,537 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.28% | Add +10.8% | 154,075 | $7.8M |
| Focus Financial Network, Inc. | 0.32% | Add +9.7% | 153,379 | $7.8M |
| Summit Financial, LLC | 0.30% | New | 152,209 | $7.7M |
| Creative Financial Designs Inc. | 0.65% | Add +7481.6% | 151,707 | $7.7M |
| SIMA Wealth Partners, LLC | 6.54% | Add +12.1% | 148,897 | $7.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -19.1% | 141,563 | $7.2M |
| Flputnam Investment Management Co. | 0.12% | Reduce -49.6% | 134,696 | $6.8M |
| CreativeOne Wealth, LLC | 0.22% | Add +11.1% | 128,156 | $6.5M |
| Oakwell Private Wealth Management, LLC | 1.86% | Reduce -17.5% | 127,680 | $6.5M |
| Independent Solutions Wealth Management, LLC | 1.43% | Add +10.9% | 124,606 | $6.3M |
| Libra Wealth LLC | 2.51% | No change | 124,347 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +445.2% | 116,247 | $5.9M |
| Advocate Group LLC | 1.05% | Add +12.4% | 114,131 | $5.8M |
| Code Waechter LLC | 5.44% | — | 112,821 | $5.7M |
| IHT Wealth Management, LLC | 0.16% | Add +40.2% | 112,649 | $5.7M |
| Stableford Capital II LLC | 2.26% | New | 227,250 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 111,376 | $5.6M |
| Walkner Condon Financial Advisors LLC | 1.12% | Add +12.0% | 108,460 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 217,590 | $5.4M |
| GenWealth Group, Inc. | 1.22% | Add +8.5% | 104,685 | $5.3M |
| Benjamin Edwards Inc. | 0.08% | Add +33743.5% | 104,238 | $5.3M |
| LexAurum Advisors, LLC | 1.13% | Add +18.1% | 100,696 | $5.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.58% | — | 98,573 | $5.0M |
| Raymond James & Associates | 0.00% | Add +56.9% | 98,158 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +1.5% | 97,291 | $4.9M |
| Heritage Wealth Management, Inc. | 4.44% | Reduce -0.2% | 97,243 | $4.9M |
| Myecfo, LLC | 2.55% | Add +2.5% | 93,200 | $4.7M |
| Focus Partners Wealth | 0.01% | New | 91,549 | $4.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.41% | Add +86.3% | 91,318 | $4.6M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.