Security record · archived quarter
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
4Tracked holders
+2Δ holders
3.15MShares held
$78.30MReported value
+2New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +1 | 355.88M | $8.78B | +3 | −2 |
| Q1 2026 | 54 | +3 | 328.88M | $8.19B | +5 | −2 |
| Q4 2025 | 51 | 0 | 312.91M | $7.85B | +1 | −1 |
| Q3 2025 | 7 | 0 | 14.98M | $376.40M | — | — |
| Q2 2025 | 5 | -1 | 3.91M | $97.75M | — | −1 |
| Q1 2025 | 4 | +2 | 3.15M | $78.30M | +2 | — |
| Q4 2024 | 2 | 0 | 2.91M | $70.67M | +1 | −1 |
| Q3 2024 | 1 | 0 | 4.68K | $236,707 | +1 | −1 |
| Q2 2024 | 1 | — | 4.84K | $236,225 | — | — |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.90M | 0.0% | $72.09M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 187.00K | New | $4.65M | 0.0% | New | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 50.73K | +439.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 12.11K | New | $301,104 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.65M | 0.0% |
| Fisher Asset Management | $301,104 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 503 holders, 411.08M shares, $10.15B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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