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 (Q2 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, Ameriprise Financial Inc, Alliancebernstein L.P., Envestnet Asset Management Inc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+4,821,340+103.7%9,469,330$233.51MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+120,720+398.0%151,051$3.72MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcBuy+349—349$8.61KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+24,886+74.9%58,124$1.43MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+16,522+70.5%39,943$984.99KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-41,562-66.6%20,887$515.07KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-22,740-51.3%21,590$532.41KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-33,271-29.9%78,097$1.93MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,587-19.4%10,732$264.66KQ2 2026Aug 19, 2026
Archer Investment CorpSell-400-8.4%4,382$108.07KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+46,928—46,928$1.16MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+6,309+23.6%33,070$815.51KQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+810+7.7%11,339$279.61KQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+928,602+48.0%2,862,224$70.35MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+63,682+655.8%73,393$1.81MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+16,208—16,208$399.68KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+8,059+82.2%17,859$440.42KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+285+2.2%13,169$324.74KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-94-0.8%11,495$283.46KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncBuy+13,890,918+5.6%263,437,179$6.50BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+13,544,801—13,544,801$333.99MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+5,800,038—5,800,038$144.48MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,396,671+8.1%18,731,210$461.91MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,293,127+90.3%2,724,707$67.19MQ2 2026Aug 14, 2026
Bank Of America CorpSell-834,721-13.5%5,354,373$132.04MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+475,171—475,171$11.72MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-378,333-19.6%1,550,382$38.23MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+262,580+240.7%371,692$9.17MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+222,530+144.0%377,107$9.30MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-160,975-72.1%62,200$1.53MQ2 2026Aug 14, 2026
Showing 30 of 482

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.