SCHWAB INTERMEDIATE-TERM US SCHR
$24.59
+0.2% 52w: $23.83 – $25.08
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data23.8324.4625.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
507
+27 QoQ
13F value
$10.39B
+4.2% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.3×
$22K calls / $76K puts
Institutional value by quarter
Number of holders
Who owns SCHR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 249.5M | $6.22B | 0.9% | +4.7% |
| ROYAL BANK OF CANADA | Bank broker | 17.3M | $431.8M | 0.1% | +1.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 13.4M | $333.3M | 0.1% | -3.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.6M | $189.9M | 0.2% | +5.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.2M | $154.2M | 0.0% | +19.7% |
| JPMORGAN CHASE & CO | Bank broker | 6.0M | $148.6M | 0.0% | +14.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.6M | $115.8M | 0.0% | +36.0% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 4.2M | $105.0M | 0.8% | +4.6% |
| Cornerstone Wealth Advisors, Inc. | Wealth advisor | 4.0M | $99.5M | 22.9% | +6.1% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 3.9M | $97.1M | 10.4% | +6.6% |
| Pacific Sage Partners, LLC | Wealth advisor | 3.5M | $86.7M | 13.7% | +9.6% |
| Resonant Capital Advisors, LLC | Wealth advisor | 3.0M | $74.8M | 3.9% | +4.7% |
| STATE STREET CORP | Index provider | 2.9M | $72.2M | 0.0% | Held |
| Crane Advisory, LLC | Wealth advisor | 2.8M | $69.5M | 10.4% | +0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.6M | $64.2M | 0.1% | -3.6% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 2.4M | $59.3M | 1.9% | +9.5% |
| LPL Financial LLC | Bank broker | 2.1M | $52.9M | 0.0% | +11.7% |
| Clearstead Advisors, LLC | Wealth advisor | 2.0M | $48.7M | 0.4% | +10.4% |
| Cerity Partners LLC | Diversified mechanical | 1.9M | $48.0M | 0.1% | -21.9% |
| Empowered Funds, LLC | Diversified mechanical | 1.9M | $48.0M | 0.3% | New |
| MORGAN STANLEY | Bank broker | 1.8M | $45.1M | 0.0% | +3.6% |
| Intelligence Driven Advisers, LLC | Wealth advisor | 1.6M | $40.9M | 7.1% | -7.3% |
| FLC Capital Advisors | Wealth advisor | 1.6M | $40.5M | 7.3% | +5.2% |
| Advisory Alpha, LLC | Wealth advisor | 1.5M | $38.1M | 1.0% | -3.7% |
| DAVENPORT & Co LLC | Diversified mechanical | 1.5M | $37.5M | 0.2% | +12.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.4M | $36.0M | 0.1% | +6.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $35.7M | 0.0% | +24.3% |
| Beacon Wealthcare LLC | Wealth advisor | 1.4M | $35.1M | 12.4% | +4.7% |
| Hapanowicz & Associates Financial Services, Inc | Wealth advisor | 1.4M | $34.8M | 13.8% | +4.6% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 1.3M | $31.8M | 0.6% | +54.4% |
| High Probability Advisors, LLC | Wealth advisor | 1.3M | $31.7M | 4.1% | +6.2% |
| First National Trust Co | Other | 1.2M | $31.1M | 1.1% | +2.2% |
| WestHill Financial Advisors, Inc. | Wealth advisor | 1.2M | $30.8M | 5.9% | +8.4% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $28.7M | 0.0% | +25.7% |
| FOSTER & MOTLEY INC | Other | 1.1M | $28.4M | 1.5% | +1.7% |
| Galvin, Gaustad & Stein, LLC | Wealth advisor | 1.1M | $26.8M | 2.1% | +1.0% |
| Your Advocates Ltd., LLP | Wealth advisor | 1.0M | $25.0M | 7.6% | +15.1% |
| Stokes Family Office, LLC | Wealth advisor | 997.2K | $24.8M | 2.6% | -11.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 924.4K | $22.9M | 0.0% | +28.8% |
| Summit Financial, LLC | Wealth advisor | 916.8K | $22.8M | 0.3% | +49.6% |
| Creative Planning | Wealth advisor | 910.1K | $22.7M | 0.0% | -15.3% |
| Tradition Wealth Management, LLC | Wealth advisor | 909.9K | $22.7M | 1.6% | -4.4% |
| HC Advisors, LLC | Wealth advisor | 899.5K | $22.4M | 15.0% | +4.9% |
| Allworth Financial LP | Wealth advisor | 889.2K | $22.1M | 0.1% | -4.9% |
| Waverly Advisors, LLC | Wealth advisor | 794.9K | $19.8M | 0.1% | +1269.1% |
| Madison Asset Management, LLC | Other | 780.0K | $19.4M | 0.2% | -31.1% |
| SWS Partners | Other | 718.9K | $17.9M | 4.4% | +11.2% |
| Morton Brown Family Wealth, LLC | Wealth advisor | 701.7K | $17.5M | 4.6% | +3.9% |
| One Degree Advisors Inc | Wealth advisor | 699.5K | $17.4M | 4.6% | +7.6% |
| Downshift Financial, LLC | Wealth advisor | 678.5K | $16.9M | 8.7% | +24.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.