Schwab Intermediate-Term USSCHRETF
13F holders, Q3 2025 (September 30)473holders +11
60new positions
46sold out
2famous investors
$25.13avg. 13F price*
At the end of Q3 2025, 473 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 11 from Q2 2025. 60 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.7B), Royal Bank of Canada ($491.5M) and Ameriprise Financial Inc. ($343.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $62.6M |
| Exits | 46 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 21,754,606 shares bought and 7,815,102 shares sold, net +13,939,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Charles Schwab Investment Management Inc. | 0.92% | Add +2.9% | 228,193,790 | $5.7B |
| Royal Bank of Canada | 0.09% | Reduce -12.5% | 19,557,911 | $491.5M |
| Ameriprise Financial Inc. | 0.08% | Add +11.8% | 13,681,648 | $343.7M |
| Stifel Financial Corp. | 0.20% | Add +7.6% | 8,613,635 | $216.5M |
| JPMorgan Chase & Co. | 0.01% | Add +5.2% | 4,896,742 | $123.1M |
| Bank of America Corp. | 0.01% | Add +10.4% | 4,153,770 | $104.4M |
| Cornerstone Wealth Advisors, Inc. | 22.24% | Add +5.3% | 3,656,393 | $91.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +44.9% | 3,636,388 | $91.4M |
| Moisand Fitzgerald Tamayo, LLC | 10.22% | Add +6.0% | 3,452,681 | $86.8M |
| Pacific Sage Partners, LLC | 12.30% | Add +11.3% | 2,923,563 | $73.5M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.9M |
| Cerity Partners LLC | 0.12% | Add +74.6% | 2,888,291 | $72.6M |
| Exchange Traded Concepts, LLC | 0.66% | Add +58.0% | 2,749,387 | $69.1M |
| Resonant Capital Advisors, LLC | 3.88% | Add +13.1% | 2,648,929 | $66.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.4% | 2,319,974 | $58.2M |
| Avidian Wealth Enterprises, LLC | 1.94% | Add +3.9% | 2,051,937 | $51.6M |
| Intelligence Driven Advisers, LLC | 6.60% | Add +7.2% | 1,894,934 | $47.6M |
| Crane Advisory, LLC | 7.12% | Add +2.7% | 1,806,857 | $45.3M |
| Clearstead Advisors, LLC | 0.63% | Add +8.2% | 1,714,017 | $43.1M |
| LPL Financial LLC | 0.01% | Add +54.3% | 1,562,596 | $39.3M |
| Advisory Alpha, LLC | 1.04% | Add +8.1% | 1,491,941 | $37.5M |
| FLC Capital Advisors | 7.12% | Add +3.7% | 1,462,838 | $36.8M |
| Morgan Stanley | 0.00% | Add +6.4% | 1,342,854 | $33.7M |
| Bouchey Financial Group, Ltd. | 2.48% | Add +5.2% | 1,279,128 | $32.1M |
| Beacon Wealthcare LLC | 11.22% | Add +8.1% | 1,270,563 | $31.9M |
| Baird Financial Group, Inc. | 0.05% | Add +11.7% | 1,260,574 | $31.7M |
| High Probability Advisors, LLC | 4.11% | Add +4.1% | 1,191,772 | $29.9M |
| Foster & Motley Inc. | 1.59% | Reduce -1.0% | 1,173,923 | $29.5M |
| DAVENPORT & Co LLC | 0.16% | Add +15.0% | 1,163,151 | $29.2M |
| First National Trust Co | 0.98% | Add +4.0% | 1,143,367 | $28.7M |
| Madison Asset Management, LLC | 0.32% | Reduce -5.6% | 1,139,355 | $28.6M |
| WestHill Financial Advisors, Inc. | 5.61% | Add +7.3% | 1,139,112 | $28.6M |
| Creative Planning | 0.02% | Add +5.6% | 1,118,687 | $28.1M |
| Stokes Family Office, LLC | 2.66% | Reduce -1.7% | 1,114,542 | $28.0M |
| Galvin, Gaustad & Stein, LLC | 2.20% | Add +2.3% | 1,060,727 | $26.7M |
| Allworth Financial LP | 0.11% | Reduce -2.9% | 979,014 | $24.6M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 970,785 | $24.4M |
| Tradition Wealth Management, LLC | 1.68% | Add +4.9% | 903,971 | $22.7M |
| Midwest Trust Co | 0.29% | Add +1.3% | 894,378 | $22.5M |
| HC Advisors, LLC | 14.67% | Add +2.1% | 830,664 | $20.9M |
| Your Advocates Ltd., LLP | 6.88% | Add +3.4% | 817,265 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +25.4% | 802,764 | $20.2M |
| Diversify Wealth Management, LLC | 1.07% | Add +6.1% | 741,168 | $18.6M |
| MassMutual Private Wealth & Trust, FSB | 0.46% | Add +1.9% | 718,072 | $18.0M |
| BlackRock, Inc. | 0.00% | Reduce -22.8% | 666,966 | $16.8M |
| Pure Portfolios Holdings LLC | 5.22% | Add +5.1% | 664,437 | $16.7M |
| Altiora Financial Group, LLC | 2.92% | Add +0.5% | 635,247 | $16.0M |
| Empowered Funds, LLC | 0.16% | Reduce -44.7% | 626,794 | $15.7M |
| SWS Partners | 3.83% | Add +8.8% | 624,562 | $15.7M |
| Jones Financial Companies LLLP | 0.01% | Add +25.8% | 624,789 | $15.7M |
| Summit Financial, LLC | 0.23% | Reduce -1.1% | 606,155 | $15.2M |
| Marshall Financial Group, LLC | 2.93% | Add +2.7% | 598,114 | $15.0M |
| Morton Brown Family Wealth, LLC | 4.21% | Add +6.3% | 584,191 | $14.7M |
| Archer Investment Management, LLC | 9.00% | Reduce -16.1% | 583,202 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.46% | Add +12.3% | 559,604 | $14.1M |
| Vident Advisory, LLC | 0.13% | Add +3.7% | 538,975 | $13.5M |
| Kathmere Capital Management, LLC | 0.94% | Reduce -1.6% | 524,487 | $13.2M |
| Tidal Investments LLC | 0.05% | New | 498,404 | $12.5M |
| Keyvantage Wealth, LLC | 4.97% | Add +4.8% | 471,807 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +6.8% | 470,196 | $11.8M |
| Sentinel Pension Advisors, LLC | 1.88% | Add +4.2% | 468,506 | $11.8M |
| Holcombe Financial, Inc. | 8.14% | Add +2.5% | 463,905 | $11.7M |
| Walkner Condon Financial Advisors LLC | 1.70% | Add +0.6% | 427,988 | $10.8M |
| Fiduciary Alliance LLC | 0.72% | Add +5.0% | 427,406 | $10.7M |
| Tradewinds Capital Management, LLC | 2.40% | Add +16032.8% | 425,261 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Add +56.5% | 413,949 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +244.1% | 410,971 | $10.3M |
| McAdam, LLC | 0.51% | Add +10.0% | 409,042 | $10.3M |
| White Pine Investment CO | 2.42% | Add +11.9% | 406,576 | $10.2M |
| Attessa Capital LLC | 5.90% | Add +6.0% | 397,915 | $10.0M |
| Destiny Wealth Partners, LLC | 1.21% | Add +7.5% | 393,136 | $9.9M |
| Bank of Montreal | 0.00% | Add +6.8% | 388,339 | $9.8M |
| Oakwell Private Wealth Management, LLC | 1.90% | Add +7.7% | 375,927 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 370,410 | $9.3M |
| Act Two Investors LLC | 1.64% | Reduce -0.6% | 368,764 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +82.0% | 360,038 | $9.0M |
| Darrow Company, Inc. | 4.13% | Add +2.9% | 351,528 | $8.9M |
| Walker Financial Services, Inc. | 3.46% | New | 353,914 | $8.9M |
| Clarity Wealth Development LLC | 7.92% | Add +4.2% | 346,868 | $8.8M |
| My Personal CFO, LLC | 3.38% | New | 347,192 | $8.7M |
| Foundation Wealth Management, LLC\PA | 3.38% | Add +32.1% | 347,192 | $8.7M |
| Advocate Group LLC | 1.39% | Add +28.4% | 336,398 | $8.5M |
| Centric Wealth Management | 1.87% | Add +2.1% | 332,987 | $8.4M |
| Valmark Advisers, Inc. | 0.11% | Reduce -1.6% | 332,263 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.13% | Add +16.8% | 330,921 | $8.3M |
| One Degree Advisors Inc | 2.50% | Reduce -44.8% | 324,233 | $8.1M |
| Payne Capital LLC | 8.19% | — | 321,425 | $8.1M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -11.0% | 304,627 | $7.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.49% | Add +9.2% | 301,366 | $7.6M |
| UBS Group AG | 0.00% | Add +9.8% | 296,049 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Add +9.0% | 284,466 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +38.7% | 276,329 | $6.9M |
| CreativeOne Wealth, LLC | 0.17% | Add +7.0% | 276,017 | $6.9M |
| Kelly Financial Services LLC | 1.76% | Add +22.3% | 270,419 | $6.8M |
| SIMA Wealth Partners, LLC | 5.16% | Reduce -4.8% | 268,560 | $6.7M |
| AlphaQuest LLC | 0.42% | Add +10.2% | 258,354 | $6.5M |
| Harvest Portfolios Group Inc. | 0.12% | Reduce -1.0% | 255,020 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -27.4% | 252,769 | $6.4M |
| Mariner, LLC | 0.01% | Add +3.9% | 245,478 | $6.2M |
| Focus Partners Wealth | 0.01% | Add +20.0% | 242,649 | $6.1M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.