Security record · archived quarter
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
51Tracked holders
0Δ holders
312.91MShares held
$7.85BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 238.26M | — | $5.98B | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 13.85M | — | $347.31M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 13.85M | — | $347.31M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 13.85M | — | $347.31M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 7.25M | — | $181.84M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 7.25M | — | $181.84M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 7.25M | — | $181.84M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 7.25M | — | $181.84M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 5.17M | — | $129.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 5.17M | — | $129.72M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 5.17M | — | $129.72M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 3.42M | — | $85.74M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 2.90M | 0.0% | $72.73M | 0.0% | Held | 5 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 2.68M | — | $67.28M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 2.47M | — | $61.96M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 2.47M | — | $61.96M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | LPL Financial LLC | 1.90M | — | $47.64M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.75M | +30.1% | $43.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.75M | +30.1% | $43.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.75M | +30.1% | $43.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 1.36M | — | $33.99M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1.15M | — | $28.89M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.15M | — | $28.89M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Creative Planning | 1.07M | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cetera Investment Advisers | 916.00K | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 717.52K | — | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 553.19K | — | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 528.92K | -20.7% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Franklin Resources Inc | 500.04K | — | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 495.51K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 495.51K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 495.51K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 495.51K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS Group AG | 417.69K | — | $10.48M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS Group AG | 417.69K | — | $10.48M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Raymond James Financial Inc | 382.81K | — | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Raymond James Financial Inc | 382.81K | — | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Commonwealth Equity Services, Llc | 379.25K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Focus Partners Wealth | 309.55K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 273.64K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 273.64K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Osaic Holdings, Inc. | 273.64K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 273.64K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mariner, LLC | 252.14K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mariner, LLC | 252.14K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Mariner, LLC | 252.14K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Captrust Financial Advisors | 182.82K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Cwm, Llc | 179.92K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | HighTower Advisors, LLC | 171.11K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 170.00K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Northwestern Mutual Wealth… | 150.74K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Assetmark, Inc | 150.53K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Blair William & Co/Il | 122.78K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Financial Engines Advisors L.L.C. | 88.73K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Corient Private Wealth LP | 85.99K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Corient Private Wealth LP | 85.99K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 83.08K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 83.08K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mercer Global Advisors Inc /Adv | 47.74K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Renaissance Technologies ✦ | 45.00K | -70.8% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Grantham, Mayo, Van Otterloo & Co.… | 44.87K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 23.38K | New | $586,471 | 0.0% | New | 1 | SEC ↗ |
| 80 | Empower Advisory Group, LLC | 23.32K | — | $584,991 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 19.27K | +76.5% | $483,246 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Truist Financial Corp | 17.88K | — | $448,448 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Truist Financial Corp | 17.88K | — | $448,448 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 15.52K | — | $389,317 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 11.71K | — | $293,638 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 11.38K | — | $285,484 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 11.38K | — | $285,484 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 9.86K | — | $247,214 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Citigroup Inc | 9.29K | — | $232,922 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Us Bancorp \De\ | 7.98K | — | $200,086 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 7.98K | — | $200,086 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Us Bancorp \De\ | 7.98K | — | $200,086 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 7.98K | — | $200,086 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Fifth Third Bancorp | 1.42K | — | $35,538 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $586,471 | 0.0% |
Exited
| Citadel Advisors | $2.76M | was 0.0% |
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: Q4 2025 ·
Methodology ·
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