Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2025 (March 31)440holders +10
58new positions
39sold out
3famous investors
$24.87avg. 13F price*
At the end of Q1 2025, 440 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 10 from Q4 2024. 58 opened new positions and 39 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.5B), Royal Bank of Canada ($461.7M) and Ameriprise Financial Inc. ($325.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $70.9M |
| Exits | 39 | $77.2M |
All 13F filers, Q4 2024 → Q1 2025: 17,318,616 shares bought and 15,332,545 shares sold, net +1,986,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Charles Schwab Investment Management Inc. | 1.02% | Add +1.0% | 219,369,491 | $5.5B |
| Royal Bank of Canada | 0.10% | Add +16.5% | 18,570,658 | $461.7M |
| Ameriprise Financial Inc. | 0.09% | Add +3.4% | 13,106,916 | $325.8M |
| Stifel Financial Corp. | 0.21% | Add +4.1% | 8,096,546 | $201.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.8% | 4,689,418 | $116.6M |
| Cornerstone Wealth Advisors, Inc. | 23.62% | Add +3.5% | 3,421,646 | $85.1M |
| Bank of America Corp. | 0.01% | Reduce -60.0% | 3,393,459 | $84.4M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.0% | 2,713,127 | $67.4M |
| Pacific Sage Partners, LLC | 15.18% | Add +4.7% | 2,712,748 | $67.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -31.7% | 2,270,896 | $56.5M |
| Resonant Capital Advisors, LLC | 3.78% | Add +8.1% | 2,181,127 | $54.2M |
| Moisand Fitzgerald Tamayo, LLC | 7.35% | Add +34.5% | 2,135,579 | $53.1M |
| Avidian Wealth Enterprises, LLC | 2.10% | Reduce -10.8% | 1,899,775 | $47.2M |
| Crane Advisory, LLC | 7.86% | Reduce -4.8% | 1,771,899 | $43.5M |
| Madison Asset Management, LLC | 0.46% | Reduce -27.9% | 1,670,536 | $41.5M |
| Intelligence Driven Advisers, LLC | 7.67% | Reduce -1.6% | 1,601,883 | $39.8M |
| Clearstead Advisors, LLC | 0.62% | Add +10.8% | 1,599,501 | $39.8M |
| Assetmark, Inc. | 0.11% | Add +8087.1% | 1,544,000 | $38.4M |
| West Coast Financial LLC | 4.16% | Add +2.7% | 1,466,598 | $36.5M |
| Foster & Motley Inc. | 2.09% | Reduce -1.0% | 1,332,570 | $33.1M |
| Bouchey Financial Group, Ltd. | 2.88% | Add +6.8% | 1,283,506 | $31.9M |
| FLC Capital Advisors | 6.91% | Add +6.2% | 1,239,238 | $30.8M |
| Advisory Alpha, LLC | 1.04% | Add +134.0% | 1,235,104 | $30.7M |
| Stokes Family Office, LLC | 3.29% | Add +33.7% | 1,177,829 | $29.3M |
| Beacon Wealthcare LLC | 11.80% | Add +5.0% | 1,167,272 | $29.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 1,164,882 | $29.0M |
| High Probability Advisors, LLC | 4.71% | Add +197.2% | 1,135,878 | $28.2M |
| Creative Planning | 0.03% | Reduce -8.1% | 1,126,076 | $28.0M |
| First National Trust Co | 1.06% | Add +1.6% | 1,061,527 | $26.4M |
| Allworth Financial LP | 0.15% | Reduce -23.7% | 1,056,877 | $26.3M |
| WestHill Financial Advisors, Inc. | 5.98% | Add +9.5% | 1,052,085 | $26.2M |
| Baird Financial Group, Inc. | 0.05% | Add +4.3% | 1,031,679 | $25.6M |
| Galvin, Gaustad & Stein, LLC | 2.25% | Add +1.9% | 996,700 | $24.8M |
| DAVENPORT & Co LLC | 0.14% | Add +10.4% | 967,262 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +111.8% | 928,038 | $23.1M |
| LPL Financial LLC | 0.01% | Reduce -8.0% | 917,767 | $22.8M |
| Financial Counselors Inc. | 0.33% | Add +1.6% | 880,107 | $21.9M |
| Cwm, LLC | 0.09% | Reduce -16.8% | 863,315 | $21.5M |
| BlackRock, Inc. | 0.00% | Reduce -17.2% | 855,844 | $21.3M |
| Northwest Capital Management Inc | 8.73% | Reduce -16.9% | 854,716 | $21.2M |
| Tradition Wealth Management, LLC | 1.85% | Add +5.4% | 845,574 | $21.0M |
| HC Advisors, LLC | 15.13% | Add +6.2% | 812,470 | $20.2M |
| Your Advocates Ltd., LLP | 7.47% | Add +1.5% | 782,889 | $19.5M |
| MassMutual Private Wealth & Trust, FSB | 0.51% | Add +1.8% | 710,774 | $17.7M |
| Archer Investment Management, LLC | 11.33% | Reduce -5.6% | 658,564 | $16.4M |
| Altiora Financial Group, LLC | 3.34% | Reduce -1.0% | 632,289 | $15.7M |
| Diversify Wealth Management, LLC | 1.17% | Reduce -2.8% | 626,455 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 604,190 | $15.0M |
| Marshall Financial Group, LLC | 3.21% | Add +1.1% | 590,805 | $14.7M |
| Summit Financial, LLC | 0.41% | Add +79.0% | 584,327 | $14.5M |
| One Degree Advisors Inc | 5.64% | Add +88.5% | 551,376 | $13.7M |
| SWS Partners | 4.30% | Add +12.1% | 526,709 | $13.1M |
| Tidal Investments LLC | 0.11% | New | 512,393 | $12.7M |
| Pure Portfolios Holdings LLC | 4.62% | Reduce -0.9% | 505,377 | $12.6M |
| Morton Brown Family Wealth, LLC | 4.20% | Add +7.7% | 497,148 | $12.4M |
| Kathmere Capital Management, LLC | 0.99% | Add +117.3% | 466,272 | $11.6M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 452,450 | $11.2M |
| Keyvantage Wealth, LLC | 5.45% | New | 450,566 | $11.2M |
| Exencial Wealth Advisors, LLC | 0.39% | Add +17.1% | 422,840 | $10.5M |
| Fiduciary Alliance LLC | 1.02% | Add +6.9% | 418,068 | $10.4M |
| Sentinel Pension Advisors, LLC | 1.88% | Add +3.8% | 410,926 | $10.2M |
| Walkner Condon Financial Advisors LLC | 2.00% | Add +8.8% | 397,262 | $9.9M |
| Empowered Funds, LLC | 0.14% | Reduce -46.3% | 387,280 | $9.6M |
| Act Two Investors LLC | 1.92% | Add +1.3% | 364,001 | $9.0M |
| Destiny Wealth Partners, LLC | 1.42% | New | 360,558 | $9.0M |
| Bank of Montreal | 0.00% | Add +1.2% | 360,529 | $9.0M |
| McAdam, LLC | 0.55% | Reduce -1.4% | 355,075 | $8.8M |
| Darrow Company, Inc. | 4.74% | Add +2.8% | 341,685 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.46% | Reduce -29.4% | 341,341 | $8.5M |
| Tennessee Valley Asset Management Partners | 1.36% | Reduce -0.9% | 335,096 | $8.3M |
| SIMA Wealth Partners, LLC | 6.73% | Reduce -4.3% | 326,266 | $8.1M |
| Oakwell Private Wealth Management, LLC | 2.19% | Add +7.6% | 318,396 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +40.5% | 318,394 | $7.9M |
| Creative Financial Designs Inc. | 0.63% | Add +2.9% | 317,419 | $7.9M |
| Centric Wealth Management | 2.06% | Add +4.0% | 315,849 | $7.9M |
| Clarity Wealth Development LLC | 8.67% | Add +13.3% | 309,649 | $7.8M |
| Valmark Advisers, Inc. | 0.12% | Reduce -2.2% | 310,694 | $7.7M |
| Vident Advisory, LLC | 0.11% | Add +14.7% | 310,319 | $7.7M |
| Attessa Capital LLC | 4.94% | Add +2.3% | 303,985 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +23.8% | 295,945 | $7.4M |
| Hilton Capital Management, LLC | 0.61% | New | 288,331 | $7.2M |
| Benjamin Edwards Inc. | 0.10% | Add +16.6% | 283,321 | $7.0M |
| WT Wealth Management | 2.10% | Reduce -26.5% | 260,230 | $6.5M |
| CreativeOne Wealth, LLC | 0.19% | Add +3.1% | 258,414 | $6.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.29% | Add +22.3% | 258,210 | $6.4M |
| Advocate Group LLC | 1.17% | Add +3.7% | 257,619 | $6.4M |
| Foundation Wealth Management, LLC\PA | 3.03% | Add +9.1% | 255,869 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -33.3% | 251,979 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +7.9% | 248,303 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.1% | 247,719 | $6.2M |
| Harvest Portfolios Group Inc. | 0.18% | Add +9.4% | 243,322 | $6.0M |
| UBS Group AG | 0.00% | Add +18.0% | 242,688 | $6.0M |
| Independent Solutions Wealth Management, LLC | 1.27% | Add +4.2% | 227,407 | $5.7M |
| Stableford Capital II LLC | 2.38% | Add +0.1% | 226,215 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +16.3% | 219,828 | $5.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.52% | Add +2.9% | 214,920 | $5.3M |
| Libra Wealth LLC | 1.98% | Reduce -14.6% | 212,117 | $5.3M |
| Code Waechter LLC | 4.28% | Reduce -8.2% | 209,564 | $5.2M |
| Kelly Financial Services LLC | 1.78% | Add +25.8% | 206,317 | $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.