Schwab Intermediate-Term USSCHRETF
13F holders, Q4 2024 (December 31)430holders +46
48new positions
29sold out
1famous investor
$24.29avg. 13F price*
At the end of Q4 2024, 430 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 46 from Q3 2024. 48 opened new positions and 29 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.3B), Royal Bank of Canada ($387.1M) and Ameriprise Financial Inc. ($307.9M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $35.8M |
| Exits | 29 | $52.4M |
All 13F filers, Q3 2024 → Q4 2024: 16,715,934 shares bought and 22,305,854 shares sold, net −5,589,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Charles Schwab Investment Management Inc. | 0.97% | Add +0.9% | 217,197,886 | $5.3B |
| Royal Bank of Canada | 0.08% | Reduce -25.4% | 15,936,926 | $387.1M |
| Ameriprise Financial Inc. | 0.08% | Add +22.2% | 12,675,135 | $307.9M |
| Bank of America Corp. | 0.02% | Add +3.7% | 8,473,433 | $205.8M |
| Stifel Financial Corp. | 0.20% | Reduce -0.2% | 7,779,263 | $189.0M |
| JPMorgan Chase & Co. | 0.01% | Add +104.1% | 5,703,976 | $138.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +56.7% | 3,324,717 | $80.8M |
| Cornerstone Wealth Advisors, Inc. | 22.05% | Add +5.4% | 3,307,596 | $80.3M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $70.4M |
| Pacific Sage Partners, LLC | 14.36% | Add +2.8% | 2,591,654 | $63.0M |
| Madison Asset Management, LLC | 0.63% | Add +5.8% | 2,316,840 | $56.3M |
| Madison Investment Advisors, LLC | 0.63% | — | 2,316,840 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +29.2% | 2,223,082 | $54.0M |
| Avidian Wealth Enterprises, LLC | 2.32% | Add +4.8% | 2,128,548 | $51.7M |
| Resonant Capital Advisors, LLC | 3.58% | Add +16.1% | 2,016,938 | $49.0M |
| Crane Advisory, LLC | 7.91% | Reduce -5.1% | 1,860,248 | $45.1M |
| Intelligence Driven Advisers, LLC | 7.43% | Reduce -17.2% | 1,627,063 | $39.5M |
| Moisand Fitzgerald Tamayo, LLC | 5.45% | Add +4.0% | 1,588,042 | $38.6M |
| Clearstead Advisors, LLC | 0.53% | Add +5.6% | 1,444,096 | $35.1M |
| West Coast Financial LLC | 3.82% | Add +5.3% | 1,428,036 | $34.7M |
| Allworth Financial LP | 0.19% | Add +0.8% | 1,384,350 | $33.6M |
| Foster & Motley Inc. | 2.13% | Add +4.5% | 1,345,573 | $32.7M |
| Creative Planning | 0.03% | Reduce -13.0% | 1,225,863 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -16.8% | 1,202,032 | $29.2M |
| Bouchey Financial Group, Ltd. | 2.55% | Add +19.5% | 1,202,011 | $29.2M |
| FLC Capital Advisors | 6.52% | Add +2.4% | 1,167,217 | $28.4M |
| Morgan Stanley | 0.00% | Reduce -23.5% | 1,152,505 | $28.0M |
| SeaBridge Investment Advisors LLC | 5.69% | Add +53.0% | 1,120,329 | $27.2M |
| Beacon Wealthcare LLC | 10.96% | Add +5.1% | 1,112,228 | $27.0M |
| First National Trust Co | 0.95% | Add +7.5% | 1,044,541 | $25.4M |
| Cwm, LLC | 0.10% | Reduce -51.9% | 1,037,837 | $25.2M |
| BlackRock, Inc. | 0.00% | Reduce -15.8% | 1,034,017 | $25.1M |
| Northwest Capital Management Inc | 10.72% | Reduce -52.9% | 1,029,172 | $25.0M |
| LPL Financial LLC | 0.01% | Add +18.6% | 997,479 | $24.2M |
| Baird Financial Group, Inc. | 0.05% | Add +325.5% | 989,355 | $24.0M |
| Galvin, Gaustad & Stein, LLC | 2.16% | Add +3.0% | 977,769 | $23.8M |
| WestHill Financial Advisors, Inc. | 5.23% | Reduce -2.8% | 960,723 | $23.3M |
| Stokes Family Office, LLC | 2.29% | Add +10.3% | 881,203 | $21.4M |
| DAVENPORT & Co LLC | 0.12% | Add +5.3% | 876,247 | $21.3M |
| Financial Counselors Inc. | 0.31% | Add +11.9% | 866,241 | $21.0M |
| Tradition Wealth Management, LLC | 1.72% | Add +6.7% | 802,581 | $19.5M |
| Your Advocates Ltd., LLP | 7.45% | Add +4.0% | 771,612 | $18.7M |
| HC Advisors, LLC | 14.91% | Add +6.8% | 764,811 | $18.6M |
| Empowered Funds, LLC | 0.26% | Add +17.6% | 720,560 | $17.5M |
| MassMutual Private Wealth & Trust, FSB | 0.48% | Add +11.8% | 698,119 | $17.0M |
| Archer Investment Management, LLC | 10.43% | — | 697,449 | $16.9M |
| Altiora Financial Group, LLC | 3.38% | Reduce -6.1% | 638,791 | $15.5M |
| Diversify Wealth Management, LLC | 1.21% | Reduce -43.9% | 644,446 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +5.4% | 591,037 | $14.4M |
| Marshall Financial Group, LLC | 3.44% | Add +4.7% | 584,564 | $14.2M |
| Greenline Partners, LLC | 1.91% | Reduce -16.9% | 561,236 | $13.6M |
| Advisory Alpha, LLC | 0.46% | Add +7.6% | 527,784 | $12.8M |
| GenWealth Group, Inc. | 2.86% | Add +147.1% | 517,408 | $12.6M |
| Pure Portfolios Holdings LLC | 4.60% | Add +6.5% | 510,108 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.56% | Add +0.6% | 483,118 | $11.7M |
| SWS Partners | 3.45% | Add +18.4% | 469,698 | $11.4M |
| Morton Brown Family Wealth, LLC | 3.91% | Add +5.7% | 461,713 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 442,243 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 438,147 | $10.6M |
| Sentinel Pension Advisors, LLC | 1.78% | Add +2.9% | 395,800 | $9.6M |
| Fiduciary Alliance LLC | 0.96% | Add +13.3% | 391,107 | $9.5M |
| High Probability Advisors, LLC | 1.66% | Reduce -39.4% | 382,232 | $9.3M |
| Mariner, LLC | 0.02% | Reduce -9.0% | 378,003 | $9.2M |
| Walkner Condon Financial Advisors LLC | 1.80% | Add +68.3% | 364,963 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.32% | Add +17.2% | 361,134 | $8.8M |
| McAdam, LLC | 0.48% | Add +5.9% | 359,996 | $8.7M |
| Act Two Investors LLC | 1.70% | Add +2.0% | 359,262 | $8.7M |
| Bank of Montreal | 0.00% | Reduce -85.9% | 356,218 | $8.7M |
| WT Wealth Management | 2.70% | Reduce -52.0% | 353,984 | $8.6M |
| SIMA Wealth Partners, LLC | 7.04% | Add +14.5% | 341,104 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.38% | Reduce -44.7% | 338,270 | $8.2M |
| Darrow Company, Inc. | 4.68% | Add +7.5% | 332,352 | $8.1M |
| Lake Street Advisors Group, LLC | 0.37% | Reduce -25.0% | 327,931 | $8.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +298.8% | 327,426 | $8.0M |
| Summit Financial, LLC | 0.28% | Add +7.2% | 326,363 | $7.9M |
| Valmark Advisers, Inc. | 0.12% | Add +110.3% | 317,591 | $7.7M |
| Creative Financial Designs Inc. | 0.61% | Add +1.7% | 308,485 | $7.5M |
| Centric Wealth Management | 1.99% | Reduce -53.9% | 303,655 | $7.4M |
| Attessa Capital LLC | 4.92% | — | 297,175 | $7.2M |
| Oakwell Private Wealth Management, LLC | 2.02% | Add +15.9% | 296,026 | $7.2M |
| One Degree Advisors Inc | 2.90% | Reduce -43.2% | 292,495 | $7.1M |
| Clarity Wealth Development LLC | 7.24% | — | 273,259 | $6.7M |
| Vident Advisory, LLC | 0.12% | New | 270,646 | $6.6M |
| Flputnam Investment Management Co. | 0.11% | Reduce -4.1% | 258,286 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.8% | 255,752 | $6.2M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -2.2% | 250,666 | $6.1M |
| Libra Wealth LLC | 2.35% | No change | 248,494 | $6.0M |
| Advocate Group LLC | 1.14% | Add +8.8% | 248,464 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Add +16.5% | 242,934 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +1463.9% | 239,090 | $5.8M |
| Foundation Wealth Management, LLC\PA | 2.76% | — | 234,578 | $5.7M |
| Raymond James Financial Inc. | 0.00% | — | 230,094 | $5.6M |
| Code Waechter LLC | 4.84% | Add +1.1% | 228,243 | $5.5M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 226,673 | $5.5M |
| Stableford Capital II LLC | 2.17% | Reduce -50.3% | 225,936 | $5.5M |
| Harvest Portfolios Group Inc. | 0.18% | Add +36.9% | 222,305 | $5.4M |
| Independent Solutions Wealth Management, LLC | 1.16% | Reduce -12.4% | 218,323 | $5.3M |
| Kathmere Capital Management, LLC | 0.47% | New | 214,560 | $5.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 5.42% | Add +7.1% | 211,119 | $5.1M |
| LexAurum Advisors, LLC | 1.02% | Add +3.9% | 209,296 | $5.1M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.