13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
SCHR

SCHWAB INTERMEDIATE-TERM US

555 institutions still hold SCHWAB INTERMEDIATE-TERM US as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524854·Exchange Traded Fund·555 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$11.1B
visible holders
Holders
555
filers reporting
Concentration
58.60%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q3 2026

555 institutions reported SCHR in Q3 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 58.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$6.5B263.4M0.86%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$462M18.7M0.07%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$334M13.5M0.07%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$234M9.5M0.06%Q2 202605
Wilshire Advisors LLC
CIK 0001616628
$166M7.0M0.37%Q3 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$164M6.9M0.14%Q3 202607
JPMORGAN CHASE & CO
CIK 0000019617
$150M6.3M0.01%Q3 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$132M5.4M0.01%Q2 202609
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$120M5.1M0.47%Q3 202610
ASSETMARK, INC
CIK 0001344551
$110M4.6M0.18%Q3 202611
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$105M4.4M10.55%Q3 202612
Cornerstone Wealth Advisors, Inc.
CIK 0001862176
$101M4.3M21.28%Q3 202613
LPL Financial LLC
CIK 0001403438
$94M4.0M0.02%Q3 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$79M3.3M0.12%Q3 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$67M2.7M0.01%Q2 202616
Crane Advisory, LLC
CIK 0001951283
$67M2.8M9.40%Q3 202617
Avidian Wealth Enterprises, LLC
CIK 0001471474
$60M2.5M1.67%Q3 202618
Clearstead Advisors, LLC
CIK 0000842775
$50M2.1M0.46%Q3 202619
AlphaQuest LLC
CIK 0001883897
$48M1.9M2.70%Q4 202520
DAVENPORT & Co LLC
CIK 0000887777
$45M1.9M0.22%Q3 2026
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