SCHWAB INTERMEDIATE-TERM US (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 (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Wealthcare Llc | Buy | +12,140 | +0.8% | 1,449,762 | $34.36M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -9,469,330 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -151,051 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -349 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -58,124 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -39,943 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -20,887 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -116 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -21,590 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Gill Capital Partners, Llc | Sell | -884 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -78,097 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -10,732 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -4,382 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Sell | -46,928 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -33,070 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Sell | -11,339 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -2,513 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -2,862,224 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -73,393 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -17,859 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Sell | -16,208 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -13,169 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -11,495 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -6,224 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Sell | -263,437,179 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -18,731,210 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -13,544,801 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -5,800,038 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -5,354,373 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,724,707 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
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.