SCHWAB INTERMEDIATE-TERM US (SCHR) Institutional Shareholders
SCHWAB INTERMEDIATE-TERM US (SCHR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.95B in SCHR holdings during the latest filing period.
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 $6.30B, representing an estimated loss of -3.04% 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
496
Total Reported Value
$10.95B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$6.50B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $6,298,782,950 | -$197,577,887 | -3.04% | |
| Royal Bank Of Canada | 0.08% | 18,731,210 | $461,912,000 | $447,863,231 | -$14,048,769 | -3.04% | |
| Ameriprise Financial Inc | 0.07% | 13,544,801 | $333,987,159 | $323,856,192 | -$10,130,967 | -3.03% | |
| Envestnet Asset Management Inc | 0.06% | 9,469,330 | $233,513,684 | $226,411,680 | -$7,102,004 | -3.04% | |
| Stifel Financial Corp | 0.14% | 6,666,844 | $164,404,922 | $159,404,240 | -$5,000,682 | -3.04% | |
| Jpmorgan Chase & Co | 0.01% | 6,339,063 | $156,828,422 | $151,566,996 | -$5,261,426 | -3.35% | |
| Alliancebernstein L.P. | 0.05% | 5,800,038 | $144,478,947 | $138,678,909 | -$5,800,038 | -4.01% | |
| Bank Of America Corp | 0.01% | 5,354,373 | $132,038,839 | $128,023,058 | -$4,015,781 | -3.04% | |
| Exchange Traded Concepts, Llc | 0.59% | 4,862,662 | $119,913,245 | $116,266,248 | -$3,646,997 | -3.04% | |
| Cornerstone Wealth Advisors, Inc. | 21.29% | 4,120,062 | $101,600,732 | $98,510,682 | -$3,090,050 | -3.04% | |
| Moisand Fitzgerald Tamayo, Llc | 9.81% | 4,074,314 | $100,472,595 | $97,416,848 | -$3,055,747 | -3.04% | |
| Lpl Financial Llc | 0.02% | 3,926,926 | $96,837,988 | $93,892,801 | -$2,945,187 | -3.04% | |
| Pacific Sage Partners, Llc | 13.47% | 3,835,408 | $94,581,153 | $91,704,605 | -$2,876,548 | -3.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 3,049,531 | $74,713,506 | $72,914,286 | -$1,799,220 | -2.41% | |
| Empowered Funds, Llc | 0.37% | 2,862,224 | $70,347,455 | $68,435,776 | -$1,911,679 | -2.72% | |
| Crane Advisory, Llc | 10.02% | 2,844,705 | $69,780,605 | $68,016,897 | -$1,763,708 | -2.53% | |
| Wells Fargo & Company/Mn | 0.01% | 2,724,707 | $67,191,284 | $65,147,744 | -$2,043,540 | -3.04% | |
| Resonant Capital Advisors, Llc | 3.18% | 2,700,741 | $66,600,272 | $64,574,717 | -$2,025,555 | -3.04% | |
| Avidian Wealth Enterprises, Llc | 1.68% | 2,450,348 | $60,425,573 | $58,587,821 | -$1,837,752 | -3.04% | |
| Clearstead Advisors, Llc | 0.48% | 2,077,660 | $51,235,099 | $49,676,851 | -$1,558,248 | -3.04% | |
| Flc Capital Advisors | 7.23% | 1,788,067 | $44,093,738 | $42,752,682 | -$1,341,056 | -3.04% | |
| Baird Financial Group, Inc. | 0.06% | 1,714,671 | $42,283,787 | $40,997,784 | -$1,286,003 | -3.04% | |
| Morgan Stanley | 0.00% | 1,669,051 | $41,158,828 | $39,907,009 | -$1,251,819 | -3.04% | |
| Davenport & Co Llc | 0.21% | 1,637,058 | $40,369,844 | $39,142,057 | -$1,227,787 | -3.04% | |
| Mml Investors Services, Llc | 0.08% | 1,626,073 | $40,098,956 | $38,879,405 | -$1,219,551 | -3.04% | |
| High Probability Advisors, Llc | 4.15% | 1,574,348 | $38,823,428 | $37,642,661 | -$1,180,767 | -3.04% | |
| Cerity Partners Llc | 0.05% | 1,550,382 | $38,232,402 | $37,069,634 | -$1,162,768 | -3.04% | |
| Cetera Investment Advisers | 0.03% | 1,536,279 | $37,884,650 | $36,732,431 | -$1,152,219 | -3.04% | |
| Advisory Alpha, Llc | 0.92% | 1,527,811 | $37,676,117 | $36,529,961 | -$1,146,156 | -3.04% | |
| Beacon Wealthcare Llc | 11.36% | 1,437,622 | $35,451,748 | $34,373,542 | -$1,078,206 | -3.04% | |
| Foster & Motley Inc | 1.60% | 1,408,799 | $34,741,000 | $33,684,384 | -$1,056,616 | -3.04% | |
| Hapanowicz & Associates Financial Services, Inc | 10.72% | 1,397,019 | $34,450,450 | $33,402,724 | -$1,047,726 | -3.04% | |
| Westhill Financial Advisors, Inc. | 5.42% | 1,290,103 | $31,813,940 | $30,846,363 | -$967,577 | -3.04% | |
| First National Trust Co | 1.03% | 1,232,504 | $30,393,548 | $29,469,171 | -$924,377 | -3.04% | |
| Galvin, Gaustad & Stein, Llc | 2.03% | 1,113,660 | $27,462,866 | $26,627,611 | -$835,255 | -3.04% | |
| Your Advocates Ltd., Llp | 7.47% | 1,059,412 | $26,125,112 | $25,330,541 | -$794,571 | -3.04% | |
| Jones Financial Companies Lllp | 0.01% | 999,811 | $24,745,313 | $23,905,481 | -$839,832 | -3.39% | |
| Summit Financial, Llc | 0.26% | 975,260 | $24,049,922 | $23,318,467 | -$731,455 | -3.04% | |
| Tradition Wealth Management, Llc | 1.44% | 956,897 | $23,597,072 | $22,879,407 | -$717,665 | -3.04% | |
| Hc Advisors, Llc | 13.46% | 899,393 | $22,179,031 | $21,504,487 | -$674,544 | -3.04% | |
| Allworth Financial Lp | 0.09% | 859,244 | $21,188,957 | $20,544,524 | -$644,433 | -3.04% | |
| Waverly Advisors, Llc | 0.12% | 842,589 | $20,778,252 | $20,146,303 | -$631,949 | -3.04% | |
| Savant Capital, Llc | 0.06% | 818,221 | $20,069,429 | $19,563,664 | -$505,765 | -2.52% | |
| Morton Brown Family Wealth, Llc | 4.27% | 762,960 | $18,814,583 | $18,242,374 | -$572,209 | -3.04% | |
| Sws Partners | 3.92% | 736,384 | $18,159,240 | $17,606,941 | -$552,299 | -3.04% | |
| Downshift Financial, Llc | 8.13% | 726,438 | $17,913,957 | $17,369,133 | -$544,824 | -3.04% | |
| Altiora Financial Group, Llc | 2.67% | 687,514 | $16,954,105 | $16,438,460 | -$515,645 | -3.04% | |
| Ubs Group Ag | 0.00% | 678,451 | $16,730,601 | $16,221,763 | -$508,838 | -3.04% | |
| Kathmere Capital Management, Llc | 0.85% | 647,199 | $15,959,920 | $15,474,528 | -$485,392 | -3.04% | |
| Perigon Wealth Management, Llc | 0.25% | 641,573 | $15,821,192 | $15,340,010 | -$481,182 | -3.04% |
Frequently asked questions about SCHR
Who owns the most SCHR stock?
The largest holders of SCHR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB INTERMEDIATE-TERM US (SCHR).
Is SCHR widely held by superinvestors?
Many widely followed stocks like SCHR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.