13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
SCHR

SCHWAB INTERMEDIATE-TERM US

540 institutions still hold SCHWAB INTERMEDIATE-TERM US as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524854·Exchange Traded Fund·540 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.0%
vs prior quarter
13F value held
$8.5B
50.0% inst. owned
of float
Holders
540
+59 QoQ
filers reporting
Activity
+74 / −25
+830 added · −722 reduced
this quarter
Concentration
73.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

540 institutions reported SCHR in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 73.0% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$6.2B249.5M0.95%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$432M17.3M0.08%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$333M13.4M0.08%Q1 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$190M7.6M0.17%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$154M6.2M0.01%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$149M6.0M0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$116M4.6M0.03%Q1 202608
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$105M4.2M0.74%Q1 202609
Cornerstone Wealth Advisors, Inc.
CIK 0001862176
$99M4.0M22.90%Q1 202610
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$97M3.9M10.43%Q1 202611
Pacific Sage Partners, LLC
CIK 0001936845
$87M3.5M13.64%Q1 202612
Resonant Capital Advisors, LLC
CIK 0001803236
$75M3.0M3.93%Q1 202613
STATE STREET CORP
CIK 0000093751
$72M2.9M0.00%Q1 202614
Crane Advisory, LLC
CIK 0001951283
$70M2.8M10.41%Q1 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$64M2.6M0.13%Q1 202616
Avidian Wealth Enterprises, LLC
CIK 0001471474
$59M2.4M1.88%Q1 202617
LPL Financial LLC
CIK 0001403438
$53M2.1M0.01%Q1 202618
Clearstead Advisors, LLC
CIK 0000842775
$49M2.0M0.44%Q1 202619
AlphaQuest LLC
CIK 0001883897
$48M1.9M2.70%Q4 202520
Cerity Partners LLC
CIK 0001566475
$48M1.9M0.07%Q1 2026
Page 1 of 27
520 more holders available. Log in →