Who owns Schwab Intermediate-Term U.S. Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHR from SEC Form 13F filings across 511 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 511 institutions disclosed 445.7M shares of Schwab Intermediate-Term U.S. Treasury ETF worth $10.98B — about 81.8% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
511
13F holders
$10.98B
value, 2026 filers
81.8%
of shares outstanding (445.7M sh)
63
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 263.4M | $6.50B | 0.9% | 48.3% | +5.6% |
| 2 | ROYAL BANK OF CANADA | 18.7M | $461.9M | 0.1% | 3.4% | +8.1% |
| 3 | AMERIPRISE FINANCIAL INC | 13.5M | $334.0M | 0.1% | 2.5% | +1.3% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 9.5M | $233.5M | 0.1% | 1.7% | +103.7% |
| 5 | STIFEL FINANCIAL CORP | 6.7M | $164.4M | 0.1% | 1.2% | -12.5% |
| 6 | JPMORGAN CHASE & CO | 6.3M | $156.8M | 0.0% | 1.2% | +6.1% |
| 7 | ALLIANCEBERNSTEIN L.P.NEW | 5.8M | $144.5M | 0.0% | 1.1% | new |
| 8 | BANK OF AMERICA CORP /DE/ | 5.4M | $132.0M | 0.0% | 1% | -13.5% |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | 4.9M | $119.9M | 0.5% | 0.9% | +15.3% |
| 10 | Cornerstone Wealth Advisors, Inc. | 4.1M | $101.6M | 21.3% | 0.8% | +3.2% |
| 11 | Moisand Fitzgerald Tamayo, LLC | 4.1M | $100.5M | 9.8% | 0.7% | +4.5% |
| 12 | LPL Financial LLC | 3.9M | $96.8M | 0.0% | 0.7% | +85.0% |
| 13 | Pacific Sage Partners, LLC | 3.8M | $94.6M | 13.4% | 0.7% | +10.2% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.0M | $74.7M | 0.1% | 0.6% | +18.0% |
| 15 | Empowered Funds, LLC | 2.9M | $70.3M | 0.4% | 0.5% | +48.0% |
| 16 | Crane Advisory, LLC | 2.8M | $69.8M | 10.0% | 0.5% | +1.9% |
| 17 | WELLS FARGO & COMPANY/MN | 2.7M | $67.2M | 0.0% | 0.5% | +90.3% |
| 18 | Resonant Capital Advisors, LLC | 2.7M | $66.6M | 3.2% | 0.5% | -10.0% |
| 19 | Avidian Wealth Enterprises, LLC | 2.5M | $60.4M | 1.7% | 0.4% | +2.9% |
| 20 | Clearstead Advisors, LLC | 2.1M | $51.2M | 0.5% | 0.4% | +6.3% |
| 21 | FLC Capital Advisors | 1.8M | $44.1M | 7.1% | 0.3% | +10.0% |
| 22 | Baird Financial Group, Inc. | 1.7M | $42.3M | 0.1% | 0.3% | +18.6% |
| 23 | MORGAN STANLEY | 1.7M | $41.2M | 0.0% | 0.3% | -7.8% |
| 24 | DAVENPORT & Co LLC | 1.6M | $40.4M | 0.2% | 0.3% | +8.8% |
| 25 | MML INVESTORS SERVICES, LLC | 1.6M | $40.1M | 0.1% | 0.3% | +331.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.