Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2025 (June 30)462holders +22
60new positions
44sold out
3famous investors
$25.03avg. 13F price*
At the end of Q2 2025, 462 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 22 from Q1 2025. 60 opened new positions and 44 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.6B), Royal Bank of Canada ($559.2M) and Ameriprise Financial Inc. ($306.1M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $104.4M |
| Exits | 44 | $54.5M |
All 13F filers, Q1 2025 → Q2 2025: 18,506,037 shares bought and 7,187,316 shares sold, net +11,318,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Charles Schwab Investment Management Inc. | 0.96% | Add +1.1% | 221,741,946 | $5.6B |
| Royal Bank of Canada | 0.11% | Add +20.3% | 22,340,666 | $559.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.7% | 12,231,668 | $306.1M |
| Stifel Financial Corp. | 0.20% | Reduce -1.1% | 8,007,972 | $200.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.7% | 4,654,817 | $116.5M |
| Bank of America Corp. | 0.01% | Add +10.9% | 3,762,998 | $94.2M |
| Cornerstone Wealth Advisors, Inc. | 22.45% | Add +1.4% | 3,470,641 | $86.9M |
| Moisand Fitzgerald Tamayo, LLC | 10.31% | Add +52.5% | 3,256,103 | $81.5M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.6M |
| Pacific Sage Partners, LLC | 13.06% | Reduce -3.1% | 2,627,544 | $65.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.5% | 2,509,983 | $62.8M |
| Resonant Capital Advisors, LLC | 3.74% | Add +7.4% | 2,342,662 | $58.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -0.2% | 2,265,354 | $56.2M |
| Avidian Wealth Enterprises, LLC | 2.01% | Add +4.0% | 1,974,812 | $49.4M |
| Intelligence Driven Advisers, LLC | 6.67% | Add +10.3% | 1,767,135 | $44.2M |
| Exchange Traded Concepts, LLC | 0.56% | New | 1,740,588 | $43.6M |
| Crane Advisory, LLC | 7.22% | Reduce -0.7% | 1,759,046 | $43.6M |
| Cerity Partners LLC | 0.07% | Add +9015.7% | 1,654,320 | $41.4M |
| Assetmark, Inc. | 0.09% | Add +3.9% | 1,604,159 | $40.2M |
| Clearstead Advisors, LLC | 0.56% | Reduce -1.0% | 1,583,773 | $39.6M |
| FLC Capital Advisors | 7.30% | Add +13.8% | 1,410,832 | $35.3M |
| Advisory Alpha, LLC | 1.08% | Add +11.8% | 1,380,246 | $34.5M |
| Morgan Stanley | 0.00% | Add +8.4% | 1,262,535 | $31.6M |
| Bouchey Financial Group, Ltd. | 2.53% | Reduce -5.3% | 1,215,695 | $30.4M |
| Madison Asset Management, LLC | 0.33% | Reduce -27.7% | 1,207,518 | $30.2M |
| Foster & Motley Inc. | 1.71% | Reduce -11.0% | 1,185,622 | $29.7M |
| Beacon Wealthcare LLC | 11.09% | Add +0.7% | 1,175,157 | $29.4M |
| High Probability Advisors, LLC | 4.28% | Add +0.8% | 1,144,462 | $28.6M |
| Stokes Family Office, LLC | 2.98% | Reduce -3.8% | 1,133,415 | $28.4M |
| Empowered Funds, LLC | 0.32% | Add +192.9% | 1,134,319 | $28.3M |
| Baird Financial Group, Inc. | 0.05% | Add +9.4% | 1,128,250 | $28.2M |
| First National Trust Co | 1.03% | Add +3.6% | 1,099,895 | $27.5M |
| WestHill Financial Advisors, Inc. | 5.63% | Add +0.9% | 1,061,132 | $26.6M |
| Creative Planning | 0.02% | Reduce -6.0% | 1,059,114 | $26.5M |
| Galvin, Gaustad & Stein, LLC | 2.27% | Add +4.0% | 1,037,065 | $26.0M |
| LPL Financial LLC | 0.01% | Add +10.4% | 1,012,884 | $25.4M |
| DAVENPORT & Co LLC | 0.14% | Add +4.6% | 1,011,392 | $25.3M |
| Allworth Financial LP | 0.12% | Reduce -4.6% | 1,008,568 | $25.2M |
| Midwest Trust Co | 0.31% | — | 883,221 | $22.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 873,958 | $21.9M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 864,333 | $21.6M |
| Tradition Wealth Management, LLC | 1.72% | Add +1.9% | 861,612 | $21.6M |
| AlphaStar Capital Management, LLC | 1.51% | New | 855,968 | $21.4M |
| HC Advisors, LLC | 14.38% | Add +0.1% | 813,609 | $20.4M |
| Your Advocates Ltd., LLP | 7.12% | Add +1.0% | 790,678 | $19.8M |
| MassMutual Private Wealth & Trust, FSB | 0.47% | Reduce -0.8% | 704,762 | $17.6M |
| Diversify Wealth Management, LLC | 1.08% | Add +11.5% | 698,569 | $17.4M |
| Archer Investment Management, LLC | 12.63% | Add +5.5% | 695,093 | $17.4M |
| Cetera Investment Advisers | 0.03% | Add +6.0% | 640,429 | $16.0M |
| Altiora Financial Group, LLC | 3.09% | Add +0.0% | 632,372 | $15.8M |
| Pure Portfolios Holdings LLC | 5.36% | Add +25.1% | 632,148 | $15.8M |
| Summit Financial, LLC | 0.35% | Add +4.9% | 612,910 | $15.3M |
| One Degree Advisors Inc | 5.24% | Add +6.6% | 587,661 | $14.7M |
| Marshall Financial Group, LLC | 2.83% | Reduce -1.4% | 582,454 | $14.4M |
| SWS Partners | 3.88% | Add +9.0% | 573,945 | $14.4M |
| Morton Brown Family Wealth, LLC | 4.18% | Add +10.5% | 549,484 | $13.8M |
| Kathmere Capital Management, LLC | 1.03% | Add +14.3% | 532,900 | $13.3M |
| Vident Advisory, LLC | 0.15% | Add +67.4% | 519,525 | $13.0M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +17.8% | 498,190 | $12.5M |
| Jones Financial Companies LLLP | 0.01% | Add +56.0% | 496,618 | $12.4M |
| Holcombe Financial, Inc. | 8.53% | New | 452,546 | $11.3M |
| Keyvantage Wealth, LLC | 5.06% | Reduce -0.1% | 450,255 | $11.3M |
| Sentinel Pension Advisors, LLC | 1.89% | Add +9.4% | 449,535 | $11.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 440,257 | $11.0M |
| Walkner Condon Financial Advisors LLC | 1.96% | Add +7.1% | 425,395 | $10.6M |
| Fiduciary Alliance LLC | 0.76% | Reduce -2.6% | 407,125 | $10.2M |
| Attessa Capital LLC | 6.02% | Add +23.4% | 375,231 | $9.4M |
| McAdam, LLC | 0.51% | Add +4.7% | 371,836 | $9.3M |
| Act Two Investors LLC | 1.90% | Add +2.0% | 371,118 | $9.3M |
| Destiny Wealth Partners, LLC | 1.23% | Add +1.5% | 365,808 | $9.2M |
| Bank of Montreal | 0.00% | Add +0.8% | 363,497 | $9.1M |
| White Pine Investment CO | 2.27% | Add +470.7% | 363,196 | $9.1M |
| Oakwell Private Wealth Management, LLC | 2.01% | Add +9.6% | 348,994 | $8.7M |
| Cwm, LLC | 0.03% | Reduce -59.7% | 348,131 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +38.0% | 342,715 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +0.3% | 342,245 | $8.6M |
| Darrow Company, Inc. | 4.33% | Add +0.0% | 341,775 | $8.6M |
| Valmark Advisers, Inc. | 0.12% | Add +8.6% | 337,542 | $8.4M |
| Clarity Wealth Development LLC | 8.29% | Add +7.5% | 332,843 | $8.3M |
| Centric Wealth Management | 1.94% | Add +3.2% | 325,987 | $8.1M |
| Tennessee Valley Asset Management Partners | 1.80% | Reduce -15.4% | 283,377 | $7.1M |
| SIMA Wealth Partners, LLC | 5.70% | Reduce -13.6% | 282,040 | $7.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.83% | Add +6.8% | 275,878 | $6.9M |
| UBS Group AG | 0.00% | Add +11.1% | 269,685 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -10.6% | 264,455 | $6.6M |
| Foundation Wealth Management, LLC\PA | 2.85% | Add +2.7% | 262,825 | $6.6M |
| Advocate Group LLC | 1.17% | Add +1.7% | 261,885 | $6.6M |
| Benjamin Edwards Inc. | 0.08% | Reduce -7.9% | 260,893 | $6.5M |
| WT Wealth Management | 1.92% | Reduce -0.3% | 259,495 | $6.5M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -0.2% | 257,998 | $6.5M |
| Harvest Portfolios Group Inc. | 0.15% | Add +5.8% | 257,547 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -6.2% | 236,316 | $5.9M |
| AlphaQuest LLC | 0.58% | New | 234,462 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.3% | 232,079 | $5.8M |
| Independent Solutions Wealth Management, LLC | 1.09% | Reduce -1.6% | 223,893 | $5.6M |
| Stableford Capital II LLC | 2.09% | Reduce -1.5% | 222,916 | $5.5M |
| Kelly Financial Services LLC | 1.63% | Add +7.2% | 221,111 | $5.5M |
| Code Waechter LLC | 3.79% | Add +1.4% | 212,581 | $5.3M |
| Christensen, King & Associates Investment Services, Inc. | 2.44% | Reduce -1.2% | 212,328 | $5.3M |
| Heritage Wealth Management, Inc. | 3.93% | Add +4.8% | 207,045 | $5.2M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.