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

SCHWAB INTERMEDIATE-TERM US

537 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·537 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.7B
visible holders
Holders
537
filers reporting
Concentration
71.69%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

537 institutions reported SCHR in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 71.7% 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
$6.2B249.5M0.95%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$432M17.3M0.08%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$333M13.4M0.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$234M9.5M0.06%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$164M6.7M0.14%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$157M6.3M0.01%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$154M6.2M0.01%Q1 202608
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$120M4.9M0.55%Q2 202609
Cornerstone Wealth Advisors, Inc.
CIK 0001862176
$102M4.1M21.29%Q2 202610
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$100M4.1M9.81%Q2 202611
LPL Financial LLC
CIK 0001403438
$97M3.9M0.02%Q2 202612
Pacific Sage Partners, LLC
CIK 0001936845
$95M3.8M13.42%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$75M3.0M0.13%Q2 202614
Crane Advisory, LLC
CIK 0001951283
$70M2.8M10.02%Q2 202615
Resonant Capital Advisors, LLC
CIK 0001803236
$67M2.7M3.18%Q2 202616
Avidian Wealth Enterprises, LLC
CIK 0001471474
$60M2.5M1.67%Q2 202617
Clearstead Advisors, LLC
CIK 0000842775
$51M2.1M0.48%Q2 202618
AlphaQuest LLC
CIK 0001883897
$48M1.9M2.70%Q4 202519
Cerity Partners LLC
CIK 0001566475
$48M1.9M0.07%Q1 202620
Empowered Funds, LLC
CIK 0001592828
$48M1.9M0.31%Q1 2026
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