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Institutional Ownership · SEC Form 13F

Who owns Schwab Intermediate-Term U.S. Treasury ETF (SCHR)


Which tracked institutional funds hold SCHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHR company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

485
Institutional holders
441M
Shares held (tracked funds)

How the tape is positioned

116 tracked funds added or opened SCHR while 81 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SCHR’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SCHR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 485 tracked filers holding SCHR, 276 increased or opened the position and 217 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SCHR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 17

  • ALLIANCEBERNSTEIN L.P.$144M
  • Arax Advisory Partners$16M
  • Vestmark Advisory Solutions, Inc.$12M
  • Diversify Advisory Services, LLC$11M
  • MEITAV INVESTMENT HOUSE LTD$3M
  • Noble Wealth Partners LLC$3M

Full exits 30

  • STATE STREET CORP$72M
  • FOSTER & MOTLEY INC$28M
  • One Degree Advisors Inc$17M
  • Marshall Financial Group, LLC$16M
  • EXENCIAL WEALTH ADVISORS, LLC$14M
  • White Pine Investment CO$11M

Largest adds

  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$280M
  • ENVESTNET ASSET MANAGEMENT INC$118M
  • LPL Financial LLC$44M
  • WELLS FARGO & COMPANY/MN$32M
  • MML INVESTORS SERVICES, LLC$31M
  • ROYAL BANK OF CANADA$30M

Largest trims

  • Intelligence Driven Advisers, LLC$40M
  • STIFEL FINANCIAL CORP$25M
  • Stokes Family Office, LLC$24M
  • BANK OF AMERICA CORP /DE/$22M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$21M
  • Midwest Trust Co$12M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added263,437,179$6.5B62.2%2026-Q2
ROYAL BANK OF CANADA added18,731,210$462M4.4%2026-Q2
AMERIPRISE FINANCIAL INC added13,544,801$334M3.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added9,469,330$234M2.2%2026-Q2
STIFEL FINANCIAL CORP trimmed6,666,844$164M1.6%2026-Q2
JPMORGAN CHASE & CO added6,339,063$157M1.5%2026-Q2
ALLIANCEBERNSTEIN L.P. new5,800,038$144M1.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed5,354,373$132M1.3%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added4,862,662$120M1.1%2026-Q2
Cornerstone Wealth Advisors, Inc. added4,120,062$102M1.0%2026-Q2
Moisand Fitzgerald Tamayo, LLC added4,074,314$100M1.0%2026-Q2
LPL Financial LLC added3,926,926$97M0.9%2026-Q2
Pacific Sage Partners, LLC added3,835,408$95M0.9%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added3,049,531$75M0.7%2026-Q2
Empowered Funds, LLC added2,862,224$70M0.7%2026-Q2
Crane Advisory, LLC added2,844,705$70M0.7%2026-Q2
WELLS FARGO & COMPANY/MN added2,724,707$67M0.6%2026-Q2
Resonant Capital Advisors, LLC trimmed2,700,741$67M0.6%2026-Q2
Avidian Wealth Enterprises, LLC added2,450,348$60M0.6%2026-Q2
Clearstead Advisors, LLC added2,077,660$51M0.5%2026-Q2
FLC Capital Advisors added1,788,067$44M0.4%2026-Q2
Baird Financial Group, Inc. added1,714,671$42M0.4%2026-Q2
MORGAN STANLEY trimmed1,669,051$41M0.4%2026-Q2
DAVENPORT & Co LLC added1,637,058$40M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added1,626,073$40M0.4%2026-Q2
High Probability Advisors, LLC added1,574,348$39M0.4%2026-Q2
Cerity Partners LLC trimmed1,550,382$38M0.4%2026-Q2
Cetera Investment Advisers added1,536,279$38M0.4%2026-Q2
Advisory Alpha, LLC trimmed1,527,811$38M0.4%2026-Q2
Beacon Wealthcare LLC added1,437,622$35M0.3%2026-Q2
Hapanowicz & Associates Financial Services, Inc trimmed1,397,019$34M0.3%2026-Q2
WestHill Financial Advisors, Inc. added1,290,103$32M0.3%2026-Q2
First National Trust Co trimmed1,232,504$30M0.3%2026-Q2
Galvin, Gaustad & Stein, LLC added1,113,660$27M0.3%2026-Q2
Your Advocates Ltd., LLP added1,059,412$26M0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added999,811$25M0.2%2026-Q2
Summit Financial, LLC added975,260$24M0.2%2026-Q2
Tradition Wealth Management, LLC added956,897$24M0.2%2026-Q2
HC Advisors, LLC trimmed899,393$22M0.2%2026-Q2
Allworth Financial LP trimmed859,244$21M0.2%2026-Q2
Waverly Advisors, LLC added842,589$21M0.2%2026-Q2
Savant Capital, LLC added818,221$20M0.2%2026-Q2
Creative Planning trimmed789,075$19M0.2%2026-Q2
Morton Brown Family Wealth, LLC added762,960$19M0.2%2026-Q2
SWS Partners added736,384$18M0.2%2026-Q2
Downshift Financial, LLC added726,438$18M0.2%2026-Q2
Altiora Financial Group, LLC added687,514$17M0.2%2026-Q2
UBS Group AG added678,451$17M0.2%2026-Q2
Kathmere Capital Management, LLC added647,199$16M0.2%2026-Q2
Perigon Wealth Management, LLC added641,573$16M0.2%2026-Q2
Arax Advisory Partners added633,193$16M0.1%2026-Q2
Madison Asset Management, LLC trimmed623,073$15M0.1%2026-Q2
Walker Financial Services, Inc. added597,458$15M0.1%2026-Q2
WorthPointe, LLC added569,571$14M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added560,068$14M0.1%2026-Q2
FRANKLIN RESOURCES INC added540,148$13M0.1%2026-Q2
Kelly Financial Services LLC added527,022$13M0.1%2026-Q2
Fiduciary Alliance LLC added510,479$13M0.1%2026-Q2
Tidal Investments LLC added507,102$13M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed506,242$12M0.1%2026-Q2
Holcombe Financial, Inc. trimmed506,177$12M0.1%2026-Q2
Clarity Wealth Development LLC added502,374$12M0.1%2026-Q2
Foundation Wealth Management, LLC\PA added484,135$12M0.1%2026-Q2
Vestmark Advisory Solutions, Inc. new475,171$12M0.1%2026-Q2
ADVOCATE GROUP LLC added474,914$12M0.1%2026-Q2
Attessa Capital LLC added450,916$11M0.1%2026-Q2
Walkner Condon Financial Advisors LLC trimmed450,208$11M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added449,292$11M0.1%2026-Q2
Oakwell Private Wealth Management, LLC added441,905$11M0.1%2026-Q2
Diversify Advisory Services, LLC added435,160$11M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC trimmed435,160$11M0.1%2026-Q2
INTEGRITY ALLIANCE, LLC. added419,809$10M0.1%2026-Q2
Cadia Private Client LLC added413,093$10M0.1%2026-Q2
Blake Schutter Theil Wealth Advisors, LLC added395,554$10M0.1%2026-Q2
Darrow Company, Inc. added384,310$9M0.1%2026-Q2
Hidden Cove Wealth Management, LLC trimmed380,346$9M0.1%2026-Q2
Savvy Advisors, Inc. added379,058$9M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added377,107$9M0.1%2026-Q2
OSAIC HOLDINGS, INC. added369,893$9M0.1%2026-Q2
BENJAMIN EDWARDS INC added363,473$9M0.1%2026-Q2
Bulwark Capital Corp trimmed360,679$9M0.1%2026-Q2
Act Two Investors LLC added354,554$9M0.1%2026-Q2
Centric Wealth Management351,983$9M0.1%2026-Q2
BlackRock, Inc. trimmed346,927$9M0.1%2026-Q2
Valmark Advisers, Inc. added338,161$8M0.1%2026-Q2
Tennessee Valley Asset Management Partners added334,196$8M0.1%2026-Q2
Destiny Wealth Partners, LLC trimmed329,251$8M0.1%2026-Q2
Maridea Wealth Management LLC added326,838$8M0.1%2026-Q2
SENTINEL PENSION ADVISORS, LLC added323,780$8M0.1%2026-Q2
DOCK STREET ASSET MANAGEMENT INC added321,384$8M0.1%2026-Q2
Focus Partners Wealth added316,775$8M0.1%2026-Q2
Vident Advisory, LLC trimmed301,507$7M0.1%2026-Q2
L.K. Benson & Company, P.C. added293,466$7M0.1%2026-Q2
Payne Capital LLC trimmed293,454$7M0.1%2026-Q2
Foundations Investment Advisors, LLC added281,773$7M0.1%2026-Q2
SIMA Wealth Partners, LLC trimmed280,499$7M0.1%2026-Q2
A4 Wealth Advisors LLC added273,845$7M0.1%2026-Q2
Vise Technologies, Inc. added272,221$7M0.1%2026-Q2
Cooke Wealth Management, LLC added269,027$7M0.1%2026-Q2
MYECFO, LLC added253,261$6M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership