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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 263,437,179 | $6.5B | 62.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 18,731,210 | $462M | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 13,544,801 | $334M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,469,330 | $234M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 6,666,844 | $164M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,339,063 | $157M | 1.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 5,800,038 | $144M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,354,373 | $132M | 1.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 4,862,662 | $120M | 1.1% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. added | 4,120,062 | $102M | 1.0% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC added | 4,074,314 | $100M | 1.0% | 2026-Q2 |
| LPL Financial LLC added | 3,926,926 | $97M | 0.9% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 3,835,408 | $95M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,049,531 | $75M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 2,862,224 | $70M | 0.7% | 2026-Q2 |
| Crane Advisory, LLC added | 2,844,705 | $70M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,724,707 | $67M | 0.6% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 2,700,741 | $67M | 0.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 2,450,348 | $60M | 0.6% | 2026-Q2 |
| Clearstead Advisors, LLC added | 2,077,660 | $51M | 0.5% | 2026-Q2 |
| FLC Capital Advisors added | 1,788,067 | $44M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,714,671 | $42M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,669,051 | $41M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 1,637,058 | $40M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,626,073 | $40M | 0.4% | 2026-Q2 |
| High Probability Advisors, LLC added | 1,574,348 | $39M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,550,382 | $38M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,536,279 | $38M | 0.4% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 1,527,811 | $38M | 0.4% | 2026-Q2 |
| Beacon Wealthcare LLC added | 1,437,622 | $35M | 0.3% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 1,397,019 | $34M | 0.3% | 2026-Q2 |
| WestHill Financial Advisors, Inc. added | 1,290,103 | $32M | 0.3% | 2026-Q2 |
| First National Trust Co trimmed | 1,232,504 | $30M | 0.3% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 1,113,660 | $27M | 0.3% | 2026-Q2 |
| Your Advocates Ltd., LLP added | 1,059,412 | $26M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 999,811 | $25M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 975,260 | $24M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 956,897 | $24M | 0.2% | 2026-Q2 |
| HC Advisors, LLC trimmed | 899,393 | $22M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 859,244 | $21M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 842,589 | $21M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 818,221 | $20M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 789,075 | $19M | 0.2% | 2026-Q2 |
| Morton Brown Family Wealth, LLC added | 762,960 | $19M | 0.2% | 2026-Q2 |
| SWS Partners added | 736,384 | $18M | 0.2% | 2026-Q2 |
| Downshift Financial, LLC added | 726,438 | $18M | 0.2% | 2026-Q2 |
| Altiora Financial Group, LLC added | 687,514 | $17M | 0.2% | 2026-Q2 |
| UBS Group AG added | 678,451 | $17M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 647,199 | $16M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 641,573 | $16M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 633,193 | $16M | 0.1% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 623,073 | $15M | 0.1% | 2026-Q2 |
| Walker Financial Services, Inc. added | 597,458 | $15M | 0.1% | 2026-Q2 |
| WorthPointe, LLC added | 569,571 | $14M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 560,068 | $14M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 540,148 | $13M | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC added | 527,022 | $13M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 510,479 | $13M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 507,102 | $13M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 506,242 | $12M | 0.1% | 2026-Q2 |
| Holcombe Financial, Inc. trimmed | 506,177 | $12M | 0.1% | 2026-Q2 |
| Clarity Wealth Development LLC added | 502,374 | $12M | 0.1% | 2026-Q2 |
| Foundation Wealth Management, LLC\PA added | 484,135 | $12M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 475,171 | $12M | 0.1% | 2026-Q2 |
| ADVOCATE GROUP LLC added | 474,914 | $12M | 0.1% | 2026-Q2 |
| Attessa Capital LLC added | 450,916 | $11M | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 450,208 | $11M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 449,292 | $11M | 0.1% | 2026-Q2 |
| Oakwell Private Wealth Management, LLC added | 441,905 | $11M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 435,160 | $11M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 435,160 | $11M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 419,809 | $10M | 0.1% | 2026-Q2 |
| Cadia Private Client LLC added | 413,093 | $10M | 0.1% | 2026-Q2 |
| Blake Schutter Theil Wealth Advisors, LLC added | 395,554 | $10M | 0.1% | 2026-Q2 |
| Darrow Company, Inc. added | 384,310 | $9M | 0.1% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC trimmed | 380,346 | $9M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 379,058 | $9M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 377,107 | $9M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 369,893 | $9M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 363,473 | $9M | 0.1% | 2026-Q2 |
| Bulwark Capital Corp trimmed | 360,679 | $9M | 0.1% | 2026-Q2 |
| Act Two Investors LLC added | 354,554 | $9M | 0.1% | 2026-Q2 |
| Centric Wealth Management | 351,983 | $9M | 0.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 346,927 | $9M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 338,161 | $8M | 0.1% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 334,196 | $8M | 0.1% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 329,251 | $8M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 326,838 | $8M | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 323,780 | $8M | 0.1% | 2026-Q2 |
| DOCK STREET ASSET MANAGEMENT INC added | 321,384 | $8M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 316,775 | $8M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 301,507 | $7M | 0.1% | 2026-Q2 |
| L.K. Benson & Company, P.C. added | 293,466 | $7M | 0.1% | 2026-Q2 |
| Payne Capital LLC trimmed | 293,454 | $7M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 281,773 | $7M | 0.1% | 2026-Q2 |
| SIMA Wealth Partners, LLC trimmed | 280,499 | $7M | 0.1% | 2026-Q2 |
| A4 Wealth Advisors LLC added | 273,845 | $7M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 272,221 | $7M | 0.1% | 2026-Q2 |
| Cooke Wealth Management, LLC added | 269,027 | $7M | 0.1% | 2026-Q2 |
| MYECFO, LLC added | 253,261 | $6M | 0.1% | 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.
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.