SCHWAB INTERMEDIATE-TERM US (SCHR) Institutional Ownership and Insiders Activity
SCHWAB INTERMEDIATE-TERM US (SCHR) is widely held by institutional investors, with 496 firms reporting positions valued at approximately $10.95B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is the largest disclosed holder, reporting approximately $6.50B in SCHR holdings in its latest filing.
Institutional ownership remains highly concentrated, with Charles Schwab Investment Management Inc representing the majority of disclosed value.
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
57
Funds Exiting Positions
71
Top Institutional Owners
View all- Charles Schwab Investment Management Inc$6.50B
- Royal Bank Of Canada$461.91M
- Ameriprise Financial Inc$333.99M
- Envestnet Asset Management Inc$233.51M
- Stifel Financial Corp$164.40M
SCHR News
All news- Hc Advisors LLC Portfolio Activity: Strategic Shifts and Concentrations in Q2 2026
Aug 10, 2026 · valut.ai
- Your Advocates Ltd., Llp Portfolio Shifts: Significant Changes Observed in Q2 2026
Aug 8, 2026 · valut.ai
- Sws Partners Portfolio Shifts in Q2 2026: Focus on Energy and Consumer Cyclical with Major Healthcare Exit
Aug 5, 2026 · valut.ai
- Worthpointe LLC Investment Activity in Q2 2026
Aug 4, 2026 · valut.ai
- Resonant Capital Advisors Q2 2026 Portfolio Activity: Strategic Buys and Sells Observed
Jul 29, 2026 · valut.ai
- Flc Capital Advisors Q2 2026 Portfolio Activity: Significant Increases in Schwab Funds
Jul 21, 2026 · valut.ai
- Cooke Wealth Management Q2 Portfolio Activity: ETF Rebalances & Minor Adjustments
Jul 18, 2026 · valut.ai
- Blake Schutter Theil Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases Observed
Jul 17, 2026 · valut.ai