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 Form 13F filings. 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 Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy84,700129,700$3,230,827
Q1 2026Sequoia Financial AdvisorsSell-14,57922,464$559,586
Q4 2025Renaissance Technologies LLCSell-108,90045,000$1,128,600
Q3 2025Renaissance Technologies LLCBuy117,300153,900$3,867,507
Q3 2025Sequoia Financial AdvisorsBuy7,12237,043$930,882
Q2 2025Renaissance Technologies LLCSell-150,40036,600$916,098
Q2 2025Sequoia Financial AdvisorsBuy4,64529,921$748,921
Q1 2025Renaissance Technologies LLCBuy182,322187,000$4,648,820
Q1 2025Sequoia Financial AdvisorsBuy2,35925,276$628,371
Q4 2024Sequoia Financial AdvisorsBuy8,36522,917$556,654
Q3 2024Renaissance Technologies LLCSell-1,2224,678$236,707
Q3 2024Sequoia Financial AdvisorsSell-60214,552$736,332
Q2 2024Sequoia Financial AdvisorsSell-243,77515,154$739,073
Q1 2024Sequoia Financial AdvisorsBuy741258,929$12,700,467
Q4 2023Sequoia Financial AdvisorsSell-14,354258,188$12,837,107
Q3 2023Sequoia Financial AdvisorsSell-7,671272,542$13,065,680
Q2 2023Sequoia Financial AdvisorsSell-23,562280,213$13,808,894
Q1 2023Sequoia Financial AdvisorsSell-20,031303,775$15,319,380
Q4 2022Sequoia Financial AdvisorsSell-23,617323,806$15,940,958
Q3 2022Sequoia Financial AdvisorsSell-41,180347,423$17,072
Q2 2022Renaissance Technologies LLCSell-66,3005,900$304
Q2 2022Sequoia Financial AdvisorsSell-31,039388,603$20,052
Q1 2022Sequoia Financial AdvisorsSell-10,487419,642$22,346
Q4 2021Sequoia Financial AdvisorsBuy293,794430,129$24,147
Q4 2021Renaissance Technologies LLCSell-15,38972,200$4,053
Q3 2021Sequoia Financial AdvisorsSell-298,724136,335$7,732
Q2 2021Renaissance Technologies LLCSell-56,31187,589$4,981
Q2 2021Sequoia Financial AdvisorsBuy15,035435,059$24,742
Q1 2021Renaissance Technologies LLCBuy53,000143,900$8,117
Q1 2021Sequoia Financial AdvisorsBuy19,789420,024$23,694

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.