SCHR Institutional Ownership Changes & 13F Activity

SCHWAB INTERMEDIATE-TERM US (SCHR) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Related SCHR insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2020Renaissance Technologies LLCBuy8,80090,900$5,292
Q4 2020Sequoia Financial AdvisorsSell-4,531400,235$23,302
Q3 2020Sequoia Financial AdvisorsBuy404,766404,766$23,752
Q3 2020Renaissance Technologies LLCBuy14,70082,100$4,818
Q2 2020Sequoia Financial AdvisorsSell-386,4020$23,421
Q2 2020Renaissance Technologies LLCBuy5,27067,400$3,962
Q1 2020Renaissance Technologies LLCBuy23,75962,130$3,652
Q1 2020Sequoia Financial AdvisorsBuy5,838386,402$22,713
Q4 2019Sequoia Financial AdvisorsBuy45,666380,564$20,904
Q3 2019Sequoia Financial AdvisorsBuy50,114334,898$18,607
Q2 2019Sequoia Financial AdvisorsBuy66,193284,784$15,652
Q2 2019Renaissance Technologies LLCSell-10,20038,371$2,109
Q1 2019Sequoia Financial AdvisorsBuy110,340218,591$11,756
Q1 2019Renaissance Technologies LLCBuy48,57148,571$2,612
Q4 2018Sequoia Financial AdvisorsBuy15,531108,251$5,732
Q3 2018Sequoia Financial AdvisorsBuy30,23392,720$4,802
Q2 2018Sequoia Financial AdvisorsBuy3,65562,487$3,270
Q1 2018Sequoia Financial AdvisorsBuy7,84158,832$3,094
Q4 2017Sequoia Financial AdvisorsBuy4,24650,991$2,719
Q3 2017Sequoia Financial AdvisorsSell-1,26046,745$2,520
Q2 2017Sequoia Financial AdvisorsSell-22,94248,005$2,591
Q1 2017Sequoia Financial AdvisorsBuy21,16970,947$3,803
Q4 2016Sequoia Financial AdvisorsBuy2,73449,778$2,656
Q3 2016Sequoia Financial AdvisorsBuy47,04447,044$2,614

Frequently asked questions about SCHR activity

  • Which institutional owners are buying SCHR?

    Institutional owners buying SCHR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHR activity?

    "Buy" means an investor increased their reported position in SCHR compared to the prior reporting period. This reflects growing exposure to SCHWAB INTERMEDIATE-TERM US (SCHR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHR increasing?

    Institutional interest in SCHR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.