Schwab Intermediate-Term USSCHRETF
13F holders, Q4 2025 (December 31)486holders +13
45new positions
46sold out
2famous investors
$25.08avg. 13F price*
At the end of Q4 2025, 486 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 13 from Q3 2025. 45 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.0B), Royal Bank of Canada ($428.4M) and Ameriprise Financial Inc. ($347.3M). 2 famous investors held it, including Jeremy Grantham (0.0% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $34.4M |
| Exits | 46 | $55.6M |
All 13F filers, Q3 2025 → Q4 2025: 26,017,655 shares bought and 9,689,400 shares sold, net +16,328,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| Charles Schwab Investment Management Inc. | 0.93% | Add +4.4% | 238,259,660 | $6.0B |
| Royal Bank of Canada | 0.08% | Reduce -12.7% | 17,081,168 | $428.4M |
| Ameriprise Financial Inc. | 0.08% | Add +1.2% | 13,848,002 | $347.3M |
| Stifel Financial Corp. | 0.16% | Reduce -15.8% | 7,250,566 | $181.8M |
| JPMorgan Chase & Co. | 0.01% | Add +6.2% | 5,200,552 | $130.4M |
| Bank of America Corp. | 0.01% | Add +24.5% | 5,172,220 | $129.7M |
| Exchange Traded Concepts, LLC | 0.84% | Add +46.6% | 4,029,634 | $101.1M |
| Cornerstone Wealth Advisors, Inc. | 21.95% | Add +2.9% | 3,762,996 | $94.4M |
| Moisand Fitzgerald Tamayo, LLC | 10.36% | Add +5.9% | 3,656,158 | $91.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.0% | 3,418,635 | $85.7M |
| Pacific Sage Partners, LLC | 12.63% | Add +8.6% | 3,173,904 | $79.6M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.7M |
| Resonant Capital Advisors, LLC | 3.95% | Add +8.3% | 2,867,615 | $71.9M |
| Crane Advisory, LLC | 10.55% | Add +54.0% | 2,783,217 | $69.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +15.5% | 2,680,531 | $67.3M |
| Cerity Partners LLC | 0.09% | Reduce -14.5% | 2,470,418 | $62.0M |
| Avidian Wealth Enterprises, LLC | 1.99% | Add +6.0% | 2,174,011 | $54.5M |
| AlphaQuest LLC | 2.70% | Add +643.7% | 1,921,346 | $48.2M |
| LPL Financial LLC | 0.01% | Add +21.6% | 1,899,665 | $47.6M |
| Clearstead Advisors, LLC | 0.56% | Add +3.2% | 1,769,599 | $44.4M |
| Intelligence Driven Advisers, LLC | 6.34% | Reduce -6.7% | 1,768,966 | $44.4M |
| Morgan Stanley | 0.00% | Add +30.1% | 1,747,388 | $43.8M |
| Advisory Alpha, LLC | 1.09% | Add +6.6% | 1,590,182 | $39.9M |
| FLC Capital Advisors | 7.15% | Add +5.6% | 1,545,245 | $38.8M |
| Bouchey Financial Group, Ltd. | 2.66% | Add +10.8% | 1,416,984 | $35.5M |
| Baird Financial Group, Inc. | 0.05% | Add +7.5% | 1,355,420 | $34.0M |
| Beacon Wealthcare LLC | 11.59% | Add +5.9% | 1,345,645 | $33.7M |
| DAVENPORT & Co LLC | 0.18% | Add +15.5% | 1,343,014 | $33.7M |
| Hapanowicz & Associates Financial Services, Inc | 13.13% | Add +5011.0% | 1,336,122 | $33.5M |
| First National Trust Co | 1.02% | Add +6.8% | 1,221,356 | $30.6M |
| High Probability Advisors, LLC | 4.01% | Add +0.6% | 1,198,687 | $30.1M |
| Wells Fargo & Company | 0.01% | Add +18.6% | 1,151,871 | $28.9M |
| WestHill Financial Advisors, Inc. | 5.43% | Reduce -0.0% | 1,138,809 | $28.6M |
| Madison Asset Management, LLC | 0.33% | Reduce -0.6% | 1,132,088 | $28.4M |
| Stokes Family Office, LLC | 2.57% | Add +0.7% | 1,122,390 | $28.1M |
| Foster & Motley Inc. | 1.50% | Reduce -4.4% | 1,122,315 | $28.1M |
| Creative Planning | 0.02% | Reduce -3.9% | 1,074,779 | $27.0M |
| Galvin, Gaustad & Stein, LLC | 2.11% | Add +0.4% | 1,064,666 | $26.7M |
| Midwest Trust Co | 0.30% | Add +7.3% | 960,038 | $24.1M |
| Tradition Wealth Management, LLC | 1.71% | Add +5.3% | 951,629 | $23.9M |
| Allworth Financial LP | 0.10% | Reduce -4.5% | 934,939 | $23.4M |
| Cetera Investment Advisers | 0.03% | Add +14.1% | 915,996 | $23.0M |
| Your Advocates Ltd., LLP | 7.13% | Add +6.6% | 871,230 | $21.9M |
| HC Advisors, LLC | 14.88% | Add +3.3% | 857,670 | $21.5M |
| Diversify Wealth Management, LLC | 0.97% | Add +12.2% | 831,357 | $20.9M |
| MassMutual Private Wealth & Trust, FSB | 0.47% | Add +0.6% | 722,546 | $18.1M |
| Jones Financial Companies LLLP | 0.01% | Add +14.8% | 717,517 | $18.0M |
| Pure Portfolios Holdings LLC | 5.25% | Add +4.6% | 694,837 | $17.4M |
| Morton Brown Family Wealth, LLC | 4.61% | Add +15.6% | 675,334 | $16.9M |
| One Degree Advisors Inc | 4.48% | Add +100.5% | 650,156 | $16.3M |
| SWS Partners | 3.91% | Add +3.5% | 646,305 | $16.2M |
| Altiora Financial Group, LLC | 2.78% | Add +1.4% | 644,296 | $16.2M |
| Marshall Financial Group, LLC | 3.09% | Add +6.1% | 634,381 | $15.9M |
| Summit Financial, LLC | 0.23% | Add +1.1% | 612,874 | $15.4M |
| Kathmere Capital Management, LLC | 1.01% | Add +14.2% | 599,016 | $15.0M |
| MML Investors Services, LLC | 0.03% | Add +34.6% | 553,187 | $13.9M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -1.2% | 553,053 | $13.9M |
| Downshift Financial, LLC | 8.42% | — | 544,824 | $13.7M |
| BlackRock, Inc. | 0.00% | Reduce -20.7% | 528,917 | $13.3M |
| Vident Advisory, LLC | 0.12% | Reduce -6.4% | 504,391 | $12.7M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 500,038 | $12.5M |
| Bank of Montreal | 0.01% | Add +27.6% | 495,510 | $12.4M |
| Holcombe Financial, Inc. | 7.55% | Add +3.3% | 479,198 | $12.0M |
| McAdam, LLC | 0.53% | Add +13.0% | 462,300 | $11.6M |
| WorthPointe, LLC | 3.03% | Add +894.3% | 459,503 | $11.5M |
| Fiduciary Alliance LLC | 0.73% | Add +4.5% | 446,840 | $11.2M |
| Walker Financial Services, Inc. | 4.03% | Add +25.2% | 443,050 | $11.1M |
| White Pine Investment CO | 2.58% | Add +7.3% | 436,376 | $10.9M |
| Walkner Condon Financial Advisors LLC | 1.51% | Add +1.2% | 433,231 | $10.9M |
| Attessa Capital LLC | 5.83% | Add +6.9% | 425,498 | $10.7M |
| Foundation Wealth Management, LLC\PA | 3.85% | Add +21.9% | 423,222 | $10.6M |
| UBS Group AG | 0.00% | Add +41.1% | 417,692 | $10.5M |
| Oakwell Private Wealth Management, LLC | 1.95% | Add +10.7% | 415,988 | $10.4M |
| Cadia Private Client LLC | 8.16% | — | 410,033 | $10.3M |
| Destiny Wealth Partners, LLC | 1.18% | Add +4.1% | 409,397 | $10.3M |
| Valmark Advisers, Inc. | 0.13% | Add +22.4% | 406,557 | $10.2M |
| Advocate Group LLC | 1.64% | Add +20.5% | 405,405 | $10.2M |
| Archer Investment Management, LLC | 5.46% | Reduce -30.6% | 404,578 | $10.1M |
| Clarity Wealth Development LLC | 8.21% | Add +11.5% | 386,777 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 382,811 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 379,249 | $9.5M |
| Darrow Company, Inc. | 4.22% | Add +6.4% | 374,105 | $9.4M |
| Act Two Investors LLC | 1.66% | Reduce -0.1% | 368,270 | $9.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.28% | Add +17.1% | 352,896 | $8.9M |
| Centric Wealth Management | 1.78% | Add +1.6% | 338,266 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.08% | Add +0.3% | 331,741 | $8.3M |
| Sentinel Pension Advisors, LLC | 1.26% | Reduce -30.3% | 326,375 | $8.2M |
| Payne Capital LLC | 8.29% | Add +1.1% | 324,798 | $8.1M |
| Kelly Financial Services LLC | 2.04% | Add +19.8% | 324,019 | $8.1M |
| Benjamin Edwards Inc. | 0.09% | Add +9.9% | 312,610 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +27.6% | 309,545 | $7.8M |
| Harvest Portfolios Group Inc. | 0.12% | Add +8.6% | 276,867 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.0% | 273,637 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.1% | 261,637 | $6.6M |
| SIMA Wealth Partners, LLC | 4.93% | Reduce -3.8% | 258,346 | $6.5M |
| Cooke Wealth Management, LLC | 5.53% | — | 252,010 | $6.3M |
| Mariner, LLC | 0.01% | Add +2.7% | 252,143 | $6.3M |
| Dock Street Asset Management Inc. | 0.56% | New | 245,140 | $6.1M |
| Maridea Wealth Management LLC | 0.92% | Add +27.2% | 244,761 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -20.3% | 242,866 | $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.