Schwab Intermediate-Term U.S. T (SCHR) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SCHR?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Schwab Intermediate-Term U.S. T, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SCHR?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Schwab Intermediate-Term U.S. T.

Is institutional money flowing into SCHR?

82 institutional investors hold Schwab Intermediate-Term U.S. T (SCHR). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SCHR?

Track institutional sentiment and conviction scores for Schwab Intermediate-Term U.S. T (SCHR) including Smart Money Verdict and position changes on HoldingsIntel.

Schwab Intermediate-Term U.S. T

SCHR·808524854·US·etf·Unknown - Unknown

INTRM TRM TRES

SCHR (Schwab Intermediate-Term U.S. T) is held by 82 institutional investors as of Q4 2025. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6B), ROYAL BANK OF CANADA ($428.4M), AMERIPRISE FINANCIAL INC ($347.3M). Net institutional sentiment: Mixed.

Holders

Avg rating(12 Elite)

$8.1B

Total Value

62% (93)

Fund Consensus

57 buying - 35 selling

Smart Money VerdictView all

64Mixed MomentumSingle Source

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See how SCHR's score breaks down across 4 SEC sources

Held by 82 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	238.3M(+4.4%)	$6B	0.9%	+7.88%	47
ROYAL BANK OF CANADA	Decreased	17.1M(-12.7%)	$428.4M	0.1%	+6.98%	0
AMERIPRISE FINANCIAL INC	Increased	13.8M(+1.2%)	$347.3M	0.1%	+7.85%	31
STIFEL FINANCIAL CORP	Decreased	7.3M(-15.8%)	$181.8M	0.2%	+7.58%	0
JPMORGAN CHASE & CO	Increased	5.2M(+6.2%)	$130.4M	0.0%	+7.34%	32
BANK OF AMERICA CORP /DE/	Increased	5.2M(+24.5%)	$129.7M	0.0%	+5.75%	37
EXCHANGE TRADED CONCEPTS, LLC	Increased	4M(+46.6%)	$101.1M	0.8%	+2.23%	58
ENVESTNET ASSET MANAGEMENT INC	Decreased	3.4M(-6.0%)	$85.7M	0.0%	+6.00%	0
STATE STREET CORP	Unchanged	2.9M	$72.7M	0.0%	+8.93%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2.7M(+15.5%)	$67.3M	0.1%	+7.85%	34
Cerity Partners LLC	Decreased	2.5M(-14.5%)	$62M	0.1%	+2.92%	0
LPL Financial LLC	Increased	1.9M(+21.6%)	$47.6M	0.0%	+5.53%	35
MORGAN STANLEY	Increased	1.7M(+30.1%)	$43.8M	0.0%	+6.10%	37
Empowered Funds, LLC	Increased	1.4M(+127.0%)	$35.7M	0.3%	+2.50%	56
Baird Financial Group, Inc.	Increased	1.4M(+7.5%)	$34M	0.1%	+6.36%	31
DAVENPORT & Co LLC	Increased	1.3M(+15.5%)	$33.7M	0.2%	+5.95%	40
WELLS FARGO & COMPANY/MN	Increased	1.2M(+18.6%)	$28.9M	0.0%	+5.77%	34
Creative Planning	Decreased	1.1M(-3.9%)	$27M	0.0%	+10.30%	0
Allworth Financial LP	Decreased	934,939(-4.5%)	$23.4M	0.1%	+9.69%	0
Cetera Investment Advisers	Increased	915,996(+14.1%)	$23M	0.0%	+6.49%	32
JONES FINANCIAL COMPANIES LLLP	Increased	717,517(+14.8%)	$18M	0.0%	+4.77%	32
MML INVESTORS SERVICES, LLC	Increased	553,187(+34.6%)	$13.9M	0.0%	+2.97%	36
BlackRock, Inc.	Decreased	528,917(-20.7%)	$13.3M	0.0%	+8.06%	0
Vident Advisory, LLC	Decreased	504,391(-6.4%)	$12.7M	0.1%	+5.87%	0
FRANKLIN RESOURCES INC	Increased	500,038(+6.3%)	$12.5M	0.0%	+5.34%	30
BANK OF MONTREAL /CAN/	Increased	495,510(+27.6%)	$12.4M	0.0%	+6.03%	35
UBS Group AG	Increased	417,692(+41.1%)	$10.5M	0.0%	+5.60%	37
RAYMOND JAMES FINANCIAL INC	Increased	382,811(+3.4%)	$9.6M	0.0%	+6.11%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	379,249(+5.3%)	$9.5M	0.0%	+4.77%	29
BENJAMIN EDWARDS INC	Increased	312,610(+9.9%)	$7.8M	0.1%	+5.62%	30
Focus Partners Wealth	Increased	309,545(+27.6%)	$7.8M	0.0%	+4.50%	34
OSAIC HOLDINGS, INC.	Decreased	273,637(-1.0%)	$6.9M	0.0%	+5.64%	0
Mariner, LLC	Increased	252,143(+2.7%)	$6.3M	0.0%	+8.96%	28
Kestra Advisory Services, LLC	Increased	236,312(+19.3%)	$5.9M	0.0%	+7.14%	32
CAPTRUST FINANCIAL ADVISORS	Increased	182,823(+303.6%)	$4.6M	0.0%	+2.09%	43
HighTower Advisors, LLC	Increased	171,110(+2.8%)	$4.3M	0.0%	+8.34%	28
BNP PARIBAS FINANCIAL MARKETS	Increased	170,000(+181.9%)	$4.3M	0.0%	+1.11%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	150,744(+16.5%)	$3.8M	0.0%	+6.52%	31
ASSETMARK, INC	Increased	150,529(+4.1%)	$3.8M	0.0%	+5.04%	28
SCS Capital Management LLC	Decreased	127,006(-6.3%)	$3.2M	0.0%	+5.10%	0
BLAIR WILLIAM & CO/IL	Increased	122,783(+11.0%)	$3.1M	0.0%	+7.20%	29
Savant Capital, LLC	Decreased	98,869(-2.1%)	$2.5M	0.0%	+1.98%	0
COMERICA BANK	Decreased	96,482(-10.6%)	$2.4M	0.0%	+7.89%	0
Financial Engines Advisors L.L.C.	Increased	88,729(+19.1%)	$2.2M	0.0%	+6.88%	31
NATIONAL BANK OF CANADA /FI/	Increased	83,077(+4.0%)	$2.1M	0.0%	+5.47%	27
AE Wealth Management LLC	Increased	73,385(+4.8%)	$1.8M	0.0%	+2.53%	27
NewEdge Advisors, LLC	Increased	61,921(+83.8%)	$1.6M	0.0%	+2.67%	40
Farther Finance Advisors, LLC	Decreased	58,718(-2.8%)	$1.5M	0.0%	+6.42%	0
Waverly Advisors, LLC	Decreased	58,061(-14.5%)	$1.5M	0.0%	+9.04%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	47,742(-8.1%)	$1.2M	0.0%	+6.20%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	45,000(-70.8%)	$1.1M	0.0%	+2.74%	0
Grantham, Mayo, Van Otterloo & Co. LLC	New	44,874	$1.1M	0.0%	+0.64%	35
Envestnet Portfolio Solutions, Inc.	Increased	44,036(+37.2%)	$1.1M	0.0%	+6.10%	33
Corient Private Wealth LLC	Increased	42,996(+35.9%)	$1.1M	0.0%	+3.89%	33
COMMERCE BANK	Increased	40,386(+11.7%)	$1M	0.0%	+8.17%	28
Sequoia Financial Advisors, LLC	Decreased	33,483(-9.6%)	$839,766	0.0%	+4.63%	0
Merit Financial Group, LLC	Increased	32,655(+2.9%)	$818,977	0.0%	+8.92%	25
Private Advisor Group, LLC	Decreased	31,665(-92.3%)	$794,168	0.0%	+5.53%	0
Beacon Pointe Advisors, LLC	Increased	28,778(+20.6%)	$721,759	0.0%	+5.94%	29
Integrated Wealth Concepts LLC	Decreased	23,654(-27.0%)	$593,241	0.0%	+9.48%	0
GOLDMAN SACHS GROUP INC	New	23,384	$586,471	0.0%	+0.64%	34
Empower Advisory Group, LLC	Increased	23,325(+6.3%)	$584,991	0.0%	+8.93%	26
Sanctuary Advisors, LLC	Increased	23,059(+1.7%)	$578,323	0.0%	+5.62%	25
FMR LLC	Increased	19,268(+76.5%)	$483,246	0.0%	+2.94%	25
TRUIST FINANCIAL CORP	Decreased	17,881(-4.2%)	$448,448	0.0%	+5.01%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	15,523	$389,317	0.0%	+0.64%	33
Orion Porfolio Solutions, LLC	Increased	14,922(+58.4%)	$374,239	0.0%	+3.77%	34
Rockefeller Capital Management L.P.	Increased	11,708(+23.4%)	$293,638	0.0%	+1.73%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	11,383(+244.4%)	$285,484	0.0%	+1.54%	38
HB Wealth Management, LLC	New	10,829	$271,607	0.0%	+0.64%	32
Quantinno Capital Management LP	New	9,857	$247,214	0.0%	+0.64%	32
CITIGROUP INC	Increased	9,287(+1.6%)	$232,922	0.0%	+6.11%	23
OneDigital Investment Advisors LLC	Decreased	8,656(-14.8%)	$217,093	0.0%	+8.73%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	8,178(+2.6%)	$205,104	0.0%	+1.95%	23
US BANCORP \DE\	Increased	7,978(+2.5%)	$200,086	0.0%	+6.81%	23
MAI Capital Management	Increased	7,712(+26.9%)	$193,424	0.0%	+5.90%	28
HUNTINGTON NATIONAL BANK	Decreased	6,177(-9.2%)	$154,919	0.0%	+4.15%	0
CIBC Private Wealth Group LLC	Decreased	4,881(-55.5%)	$122,413	0.0%	+2.21%	0
Aptus Capital Advisors, LLC	Decreased	2,328(-63.3%)	$58,386	0.0%	+4.73%	0
Steward Partners Investment Advisory, LLC	Increased	1,937(+25.4%)	$48,580	0.0%	+5.73%	25
FIFTH THIRD BANCORP	Increased	1,417(+161.4%)	$35,538	0.0%	+2.36%	32
BROWN BROTHERS HARRIMAN & CO	New	490	$12,289	0.0%	+0.64%	24
&PARTNERS	Exited	0(-100.0%)	$225,226	0.0%	+1.34%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$240,997	0.0%	+2.92%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$558	0.0%	+1.34%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$574,899	0.0%	+5.49%	0
Tidal Investments LLC	Exited	0(-100.0%)	$12.5M	0.0%	+1.34%	0
CULLEN/FROST BANKERS, INC.	Exited	0(-100.0%)	$13,696	0.0%	+1.34%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Exited	0(-100.0%)	$208,448	0.0%	+1.34%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$11,811	0.0%	+1.34%	0
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$5,076	0.0%	+10.82%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$2,689	0.0%	+1.34%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$2.8M	0.0%	+3.59%	0

Schwab Intermediate-Term U.S. T

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