SCHR Institutional Ownership & Shareholders
SCHWAB INTERMEDIATE-TERM US (SCHR) is currently held by 497 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.00B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SCHR tracked by InsiderSet, reporting ownership valued at approximately $6.50B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.36B, representing an estimated loss of -2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed SCHR value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in SCHWAB INTERMEDIATE-TERM US (SCHR).
This page ranks the largest institutional SCHR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
497
Total Reported Value
$11.00B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$6.50B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.86% | 263,437,179 | $6,496,360,837 | $6,362,007,873 | -$134,352,964 | -2.07% | |
| Royal Bank Of Canada | 0.08% | 18,731,210 | $461,912,000 | $452,358,722 | -$9,553,279 | -2.07% | |
| Ameriprise Financial Inc | 0.07% | 13,544,801 | $333,987,159 | $327,106,944 | -$6,880,215 | -2.06% | |
| Envestnet Asset Management Inc | 0.06% | 9,469,330 | $233,513,684 | $228,684,320 | -$4,829,365 | -2.07% | |
| Stifel Financial Corp | 0.14% | 6,666,844 | $164,404,922 | $161,004,283 | -$3,400,639 | -2.07% | |
| Jpmorgan Chase & Co | 0.01% | 6,339,063 | $156,828,422 | $153,088,371 | -$3,740,051 | -2.38% | |
| Alliancebernstein L.P. | 0.05% | 5,800,038 | $144,478,947 | $140,070,918 | -$4,408,029 | -3.05% | |
| Bank Of America Corp | 0.01% | 5,354,373 | $132,038,839 | $129,308,108 | -$2,730,731 | -2.07% | |
| Exchange Traded Concepts, Llc | 0.53% | 5,059,782 | $119,916,833 | $122,193,735 | +$2,276,902 | +1.90% | |
| Assetmark, Inc | 0.18% | 4,629,738 | $109,724,798 | $111,808,173 | +$2,083,375 | +1.90% | |
| Moisand Fitzgerald Tamayo, Llc | 10.55% | 4,430,741 | $105,008,562 | $107,002,395 | +$1,993,833 | +1.90% | |
| Cornerstone Wealth Advisors, Inc. | 21.28% | 4,279,824 | $101,431,829 | $103,357,750 | +$1,925,921 | +1.90% | |
| Lpl Financial Llc | 0.02% | 3,926,926 | $96,837,988 | $94,835,263 | -$2,002,725 | -2.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.12% | 3,329,160 | $79,034,259 | $80,399,214 | +$1,364,955 | +1.73% | |
| Empowered Funds, Llc | 0.37% | 2,862,224 | $70,347,455 | $69,122,710 | -$1,224,745 | -1.74% | |
| Wells Fargo & Company/Mn | 0.01% | 2,724,707 | $67,191,284 | $65,801,674 | -$1,389,610 | -2.07% | |
| Crane Advisory, Llc | 9.40% | 2,813,141 | $66,502,646 | $67,937,355 | +$1,434,709 | +2.16% | |
| Avidian Wealth Enterprises, Llc | 1.67% | 2,528,415 | $59,923,441 | $61,061,222 | +$1,137,781 | +1.90% | |
| Clearstead Advisors, Llc | 0.48% | 2,077,660 | $51,235,099 | $50,175,489 | -$1,059,610 | -2.07% | |
| Davenport & Co Llc | 0.23% | 1,878,992 | $44,532,110 | $45,377,657 | +$845,547 | +1.90% | |
| Flc Capital Advisors | 7.23% | 1,788,067 | $44,093,738 | $43,181,818 | -$911,920 | -2.07% | |
| Baird Financial Group, Inc. | 0.06% | 1,714,671 | $42,283,787 | $41,409,305 | -$874,482 | -2.07% | |
| Resonant Capital Advisors, Llc | 2.03% | 1,783,860 | $42,277,491 | $43,080,219 | +$802,728 | +1.90% | |
| Morgan Stanley | 0.00% | 1,669,051 | $41,158,828 | $40,307,582 | -$851,246 | -2.07% | |
| High Probability Advisors, Llc | 4.55% | 1,713,565 | $40,611,499 | $41,382,595 | +$771,096 | +1.90% | |
| Mml Investors Services, Llc | 0.08% | 1,626,073 | $40,098,956 | $39,269,663 | -$829,293 | -2.07% | |
| Cerity Partners Llc | 0.05% | 1,550,382 | $38,232,402 | $37,441,725 | -$790,677 | -2.07% | |
| Cetera Investment Advisers | 0.03% | 1,536,279 | $37,884,650 | $37,101,138 | -$783,512 | -2.07% | |
| Advisory Alpha, Llc | 0.92% | 1,527,811 | $37,676,117 | $36,896,636 | -$779,481 | -2.07% | |
| Foster & Motley Inc | 1.60% | 1,408,799 | $34,741,000 | $34,022,496 | -$718,504 | -2.07% | |
| Beacon Wealthcare Llc | 10.89% | 1,449,762 | $34,359,368 | $35,011,752 | +$652,384 | +1.90% | |
| Hapanowicz & Associates Financial Services, Inc | 10.37% | 1,420,787 | $33,672,726 | $34,312,006 | +$639,280 | +1.90% | |
| Westhill Financial Advisors, Inc. | 5.52% | 1,388,580 | $32,909,346 | $33,534,207 | +$624,861 | +1.90% | |
| Pacific Sage Partners, Llc | 4.09% | 1,277,551 | $30,277,948 | $30,852,857 | +$574,909 | +1.90% | |
| First National Trust Co | 1.01% | 1,224,924 | $29,030,698 | $29,581,915 | +$551,217 | +1.90% | |
| Galvin, Gaustad & Stein, Llc | 1.97% | 1,103,037 | $26,141,994 | $26,638,344 | +$496,350 | +1.90% | |
| Your Advocates Ltd., Llp | 7.47% | 1,059,412 | $26,125,112 | $25,584,800 | -$540,312 | -2.07% | |
| Jones Financial Companies Lllp | 0.01% | 999,811 | $24,745,313 | $24,145,436 | -$599,877 | -2.42% | |
| Summit Financial, Llc | 0.26% | 975,260 | $24,049,922 | $23,552,529 | -$497,393 | -2.07% | |
| Tradition Wealth Management, Llc | 1.44% | 956,897 | $23,597,072 | $23,109,063 | -$488,009 | -2.07% | |
| Hc Advisors, Llc | 13.46% | 899,393 | $22,179,031 | $21,720,341 | -$458,690 | -2.07% | |
| Allworth Financial Lp | 0.09% | 859,244 | $21,188,957 | $20,750,743 | -$438,214 | -2.07% | |
| Waverly Advisors, Llc | 0.12% | 842,589 | $20,778,252 | $20,348,524 | -$429,728 | -2.07% | |
| Savant Capital, Llc | 0.06% | 818,221 | $20,069,429 | $19,760,037 | -$309,392 | -1.54% | |
| Kathmere Capital Management, Llc | 0.97% | 840,645 | $19,923,277 | $20,301,577 | +$378,300 | +1.90% | |
| Downshift Financial, Llc | 8.67% | 829,751 | $19,665,109 | $20,038,487 | +$373,378 | +1.90% | |
| Perigon Wealth Management, Llc | 0.29% | 787,395 | $18,661,266 | $19,015,589 | +$354,323 | +1.90% | |
| Morton Brown Family Wealth, Llc | 4.12% | 781,573 | $18,523,275 | $18,874,988 | +$351,713 | +1.90% | |
| Sws Partners | 3.95% | 776,028 | $18,391,855 | $18,741,076 | +$349,221 | +1.90% | |
| Altiora Financial Group, Llc | 2.67% | 687,514 | $16,954,105 | $16,603,463 | -$350,642 | -2.07% |
Frequently asked questions about SCHR
Who are the largest institutional holders of SCHR?
The largest institutional holders of SCHR reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported SCHR position.
What is SCHR institutional ownership?
This page tracks SCHR positions reported by institutional investment managers through SEC Form 13F. SCHWAB INTERMEDIATE-TERM US (SCHR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHR?
InsiderSet currently tracks 497 institutional managers reporting SCHR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHR shareholders.
How much SCHR stock do institutions own?
Institutional investment managers disclosed approximately $11.00B in SCHR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHR institutional ownership last updated?
The latest SCHR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHR position after the reporting date.
Are institutions buying or selling SCHR?
Institutional buying and selling can be analyzed by comparing SCHR positions across consecutive 13F reporting periods. InsiderSet's SCHR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHR ownership changes.
How has SCHR institutional ownership changed over time?
InsiderSet tracks SCHR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.