Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2026 (March 31)513holders +27
68new positions
36sold out
4famous investors
$24.91avg. 13F price*
At the end of Q1 2026, 513 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 27 from Q4 2025. 68 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.2B), Royal Bank of Canada ($431.8M) and Ameriprise Financial Inc. ($333.3M). 4 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $114.4M |
| Exits | 36 | $58.1M |
All 13F filers, Q4 2025 → Q1 2026: 29,827,111 shares bought and 7,448,244 shares sold, net +22,378,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| Charles Schwab Investment Management Inc. | 0.95% | Add +4.7% | 249,546,261 | $6.2B |
| Royal Bank of Canada | 0.08% | Add +1.5% | 17,334,539 | $431.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.4% | 13,376,054 | $333.3M |
| Stifel Financial Corp. | 0.17% | Add +5.1% | 7,622,548 | $189.9M |
| Bank of America Corp. | 0.01% | Add +19.7% | 6,189,094 | $154.2M |
| JPMorgan Chase & Co. | 0.01% | Add +14.9% | 5,976,383 | $148.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +36.0% | 4,647,990 | $115.8M |
| Exchange Traded Concepts, LLC | 0.81% | Add +4.7% | 4,217,002 | $105.0M |
| Cornerstone Wealth Advisors, Inc. | 22.90% | Add +6.1% | 3,993,213 | $99.5M |
| Moisand Fitzgerald Tamayo, LLC | 10.43% | Add +6.6% | 3,897,100 | $97.1M |
| Pacific Sage Partners, LLC | 13.66% | Add +9.6% | 3,480,010 | $86.7M |
| Resonant Capital Advisors, LLC | 3.93% | Add +4.7% | 3,001,765 | $74.8M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.2M |
| Crane Advisory, LLC | 10.41% | Add +0.3% | 2,791,682 | $69.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -3.6% | 2,584,356 | $64.2M |
| Avidian Wealth Enterprises, LLC | 1.88% | Add +9.5% | 2,381,002 | $59.3M |
| LPL Financial LLC | 0.01% | Add +11.7% | 2,122,593 | $52.9M |
| Clearstead Advisors, LLC | 0.45% | Add +10.4% | 1,954,043 | $48.7M |
| Cerity Partners LLC | 0.07% | Reduce -21.9% | 1,928,715 | $48.0M |
| Empowered Funds, LLC | 0.31% | New | 1,933,622 | $48.0M |
| Morgan Stanley | 0.00% | Add +3.6% | 1,810,702 | $45.1M |
| Intelligence Driven Advisers, LLC | 7.13% | Reduce -7.3% | 1,640,713 | $40.9M |
| FLC Capital Advisors | 7.34% | Add +5.2% | 1,624,915 | $40.5M |
| Advisory Alpha, LLC | 1.04% | Reduce -3.7% | 1,531,355 | $38.1M |
| DAVENPORT & Co LLC | 0.21% | Add +12.0% | 1,504,342 | $37.5M |
| Baird Financial Group, Inc. | 0.06% | Add +6.6% | 1,445,430 | $36.0M |
| Wells Fargo & Company | 0.01% | Add +24.3% | 1,431,580 | $35.7M |
| Beacon Wealthcare LLC | 12.38% | Add +4.7% | 1,409,411 | $35.1M |
| Hapanowicz & Associates Financial Services, Inc | 13.84% | Add +4.6% | 1,397,138 | $34.8M |
| Diversify Wealth Management, LLC | 0.57% | Add +54.4% | 1,283,662 | $31.8M |
| High Probability Advisors, LLC | 4.06% | Add +6.2% | 1,272,625 | $31.7M |
| First National Trust Co | 1.06% | Add +2.2% | 1,247,877 | $31.1M |
| WestHill Financial Advisors, Inc. | 5.88% | Add +8.4% | 1,234,746 | $30.8M |
| Cetera Investment Advisers | 0.03% | Add +25.7% | 1,151,786 | $28.7M |
| Foster & Motley Inc. | 1.47% | Add +1.7% | 1,141,716 | $28.4M |
| Galvin, Gaustad & Stein, LLC | 2.17% | Add +1.0% | 1,075,376 | $26.8M |
| Your Advocates Ltd., LLP | 7.62% | Add +15.1% | 1,002,894 | $25.0M |
| Stokes Family Office, LLC | 2.56% | Reduce -11.2% | 997,155 | $24.8M |
| Jones Financial Companies LLLP | 0.01% | Add +28.8% | 924,447 | $22.9M |
| Summit Financial, LLC | 0.29% | Add +49.6% | 916,786 | $22.8M |
| Creative Planning | 0.02% | Reduce -15.3% | 910,129 | $22.7M |
| Tradition Wealth Management, LLC | 1.61% | Reduce -4.4% | 909,935 | $22.7M |
| HC Advisors, LLC | 15.00% | Add +4.9% | 899,471 | $22.4M |
| Allworth Financial LP | 0.09% | Reduce -4.9% | 889,163 | $22.1M |
| Waverly Advisors, LLC | 0.15% | Add +1269.1% | 794,905 | $19.8M |
| Madison Asset Management, LLC | 0.24% | Reduce -31.1% | 779,954 | $19.4M |
| SWS Partners | 4.42% | Add +11.2% | 718,928 | $17.9M |
| Morton Brown Family Wealth, LLC | 4.62% | Add +3.9% | 701,706 | $17.5M |
| One Degree Advisors Inc | 4.57% | Add +7.6% | 699,480 | $17.4M |
| Downshift Financial, LLC | 8.73% | Add +24.5% | 678,481 | $16.9M |
| Altiora Financial Group, LLC | 2.68% | Add +1.3% | 652,805 | $16.3M |
| UBS Group AG | 0.00% | Add +55.2% | 648,366 | $16.2M |
| Marshall Financial Group, LLC | 2.51% | Reduce -0.6% | 630,313 | $15.7M |
| Perigon Wealth Management, LLC | 0.27% | Add +602.6% | 592,917 | $14.8M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +1.2% | 559,583 | $13.9M |
| WorthPointe, LLC | 3.78% | Add +21.2% | 556,731 | $13.9M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 539,264 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +41.1% | 535,247 | $13.3M |
| Walker Financial Services, Inc. | 4.50% | Add +19.3% | 528,356 | $13.2M |
| Kathmere Capital Management, LLC | 0.81% | Reduce -12.4% | 524,658 | $13.1M |
| Bank of Montreal | 0.01% | Add +5.3% | 521,716 | $13.0M |
| Holcombe Financial, Inc. | 7.49% | Add +6.7% | 511,425 | $12.7M |
| Fiduciary Alliance LLC | 0.76% | Add +13.1% | 505,447 | $12.6M |
| Midwest Trust Co | 0.16% | Reduce -48.0% | 499,367 | $12.4M |
| McAdam, LLC | 0.56% | Add +7.4% | 496,305 | $12.4M |
| Tidal Investments LLC | 0.04% | New | 488,632 | $12.2M |
| White Pine Investment CO | 2.66% | Add +5.3% | 459,338 | $11.4M |
| Foundation Wealth Management, LLC\PA | 4.03% | Add +8.4% | 458,624 | $11.4M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Reduce -37.3% | 453,084 | $11.3M |
| Walkner Condon Financial Advisors LLC | 1.49% | Add +4.4% | 452,423 | $11.3M |
| Clarity Wealth Development LLC | 9.03% | Add +14.8% | 444,172 | $11.1M |
| Oakwell Private Wealth Management, LLC | 1.93% | Add +4.1% | 433,206 | $10.8M |
| Advocate Group LLC | 1.68% | Add +6.1% | 429,999 | $10.7M |
| Vident Advisory, LLC | 0.09% | Reduce -14.8% | 429,773 | $10.7M |
| Attessa Capital LLC | 5.72% | Reduce -0.7% | 422,400 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 422,095 | $10.5M |
| Cadia Private Client LLC | 8.29% | Add +0.1% | 410,404 | $10.2M |
| Destiny Wealth Partners, LLC | 1.12% | Add +0.2% | 410,385 | $10.2M |
| BlackRock, Inc. | 0.00% | Reduce -25.9% | 392,143 | $9.8M |
| Scarborough Advisors, LLC | 1.06% | New | 388,797 | $9.7M |
| Hidden Cove Wealth Management, LLC | 6.09% | Add +669.5% | 380,634 | $9.5M |
| Darrow Company, Inc. | 4.23% | Add +0.9% | 377,569 | $9.4M |
| MML Investors Services, LLC | 0.03% | Reduce -31.8% | 377,312 | $9.4M |
| Bulwark Capital Corp | 5.54% | Add +3680.7% | 360,906 | $9.0M |
| Cloud Capital Management, LLC | 3.86% | Add +49.0% | 355,677 | $8.9M |
| Benjamin Edwards Inc. | 0.09% | Add +12.6% | 352,097 | $8.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.14% | Reduce -0.3% | 351,842 | $8.8M |
| Act Two Investors LLC | 1.92% | Reduce -5.0% | 349,960 | $8.7M |
| Centric Wealth Management | 1.73% | Add +4.1% | 351,983 | $8.7M |
| Savvy Advisors, Inc. | 0.23% | Add +108.8% | 348,606 | $8.7M |
| Mariner, LLC | 0.01% | Add +36.7% | 344,634 | $8.6M |
| Kelly Financial Services LLC | 2.07% | Add +6.2% | 344,118 | $8.6M |
| Valmark Advisers, Inc. | 0.10% | Reduce -16.9% | 337,941 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.09% | Reduce -0.3% | 330,574 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +20.5% | 329,679 | $8.2M |
| Dock Street Asset Management Inc. | 0.83% | Add +29.0% | 316,217 | $7.9M |
| Keystone Global Partners, LLC | 3.44% | Add +127.1% | 308,868 | $7.7M |
| Sentinel Pension Advisors, LLC | 1.14% | Reduce -5.5% | 308,590 | $7.7M |
| Harvest Portfolios Group Inc. | 0.13% | Add +10.5% | 305,958 | $7.6M |
| Focus Partners Wealth | 0.01% | Reduce -2.5% | 301,832 | $7.6M |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.