SCHWAB INTERMEDIATE-TERM US (SCHR) Institutional Ownership

SCHR is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.79M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $3.23M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's SCHR position is now estimated to be worth approximately $3.20M, representing an estimated loss of -1.00% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB INTERMEDIATE-TERM US (SCHR).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$3,790,413152,164
Q4 20252$1,968,36678,483
Q3 20252$4,798,389190,943
Q2 20252$1,665,01966,521
Q1 20252$5,277,191212,276
Q4 20241$556,65422,917
Q3 20242$973,03919,230
Q2 20241$739,07315,154
Q1 20241$12,700,467258,929
Q4 20231$12,837,107258,188
Q3 20231$13,065,680272,542
Q2 20231$13,808,894280,213