Security record · archived quarter
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
54Tracked holders
+3Δ holders
328.88MShares held
$8.19BReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +5.1% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 249.55M | +4.7% | $6.22B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 4.65M | +36.0% | $115.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 2.90M | 0.0% | $72.24M | 0.0% | Held | 6 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 2.58M | -3.6% | $64.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | LPL Financial LLC | 2.12M | +11.7% | $52.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 1.93M | -21.9% | $48.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.93M | -21.9% | $48.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 1.45M | +6.6% | $36.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.43M | +24.3% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.43M | +24.3% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cetera Investment Advisers | 1.15M | +25.7% | $28.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 924.45K | +28.8% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 924.45K | +28.8% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Creative Planning | 910.13K | -15.3% | $22.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | UBS Group AG | 648.37K | +55.2% | $16.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 539.26K | +7.8% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Franklin Resources Inc | 539.26K | +7.8% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 535.25K | +41.1% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Tidal Investments LLC | 488.63K | New | $12.17M | 0.0% | New | 1 | SEC ↗ |
| 55 | Raymond James Financial Inc | 422.10K | +10.3% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Raymond James Financial Inc | 422.10K | +10.3% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | BlackRock ✦ (passive) | 392.14K | -25.9% | $9.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Mml Investors Services, Llc | 377.31K | -31.8% | $9.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Focus Partners Wealth | 301.83K | -2.5% | $7.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Captrust Financial Advisors | 245.47K | +34.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 154.58K | New | $3.85M | 0.0% | New | 1 | SEC ↗ |
| 68 | Assetmark, Inc | 144.06K | -4.3% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 137.05K | -9.1% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cwm, Llc | 135.86K | -24.5% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Renaissance Technologies ✦ | 129.70K | +188.2% | $3.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Blair William & Co/Il | 128.98K | +5.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Grantham, Mayo, Van Otterloo & Co.… | 113.66K | +153.3% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 111.37K | +133.3% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Jane Street Group, Llc | 94.61K | New | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 92.16K | +6403.6% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | HighTower Advisors, LLC | 86.86K | -49.2% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 86.63K | +4.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 86.63K | +4.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 85.61K | +451.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Financial Engines Advisors L.L.C. | 70.16K | -20.9% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 62.45K | New | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 44.33K | -48.5% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 36.65K | +105.0% | $912,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Empower Advisory Group, LLC | 26.56K | +13.9% | $661,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 24.45K | +26.9% | $609,100 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Us Bancorp \De\ | 16.76K | +110.1% | $417,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Us Bancorp \De\ | 16.76K | +110.1% | $417,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 12.61K | +10.7% | $314,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 12.61K | +10.7% | $314,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Quantinno Capital Management LP | 11.76K | +19.4% | $293,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Citigroup Inc | 11.29K | +21.6% | $281,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 9.16K | New | $228,264 | 0.0% | New | 1 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 8.53K | -27.1% | $212,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $12.17M | 0.0% |
| Susquehanna International… | $3.85M | 0.0% |
| Jane Street Group, Llc | $2.36M | 0.0% |
| Citadel Advisors | $1.56M | 0.0% |
| AQR Capital Management | $228,264 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $4.26M | was 0.0% |
| Goldman Sachs Group | $586,471 | 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: Q1 2026 ·
Methodology ·
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