SCHR

Schwab Intermediate-term US

+$421.9M

Net Activity

Institutions Holding

508

Popularity Rank

#1084

Avg Weight

0.77%

Total Value

$10.4B

Ownership Trend

508 institutions currently hold SCHR, with 303 net buyers and 174 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

174

Net Buying Institutions

303

Key Holders

Key Holders

Top 5 by Value

CS
Charles Schwab Investment Management INC
$6.2B
RB
Royal Bank Of Canada
$431.8M
AF
Ameriprise Financial INC
$333.3M
SF
Stifel Financial CORP
$189.9M
BO
Bank Of America CORP /de/
$154.2M

Top 5 by Conviction

CW
Cornerstone Wealth Advisors, Inc.
22.90%
HA
HC Advisors, LLC
15.00%
H&
Hapanowicz & Associates Financial Services, Inc
13.84%
PS
Pacific Sage Partners, LLC
13.64%
BW
Beacon Wealthcare LLC
12.38%
View all 508 holding institutions

Quarterly Activity

Recent Activity

+$9.4B

Total Buy Value

$1.1B

Total Sell Value

New buy69
Trim136
Add234
Sold out38

303

Net Buyers

174

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB INTERMEDIATE-TERM US (SCHR)?
Major stakeholders currently include Charles Schwab Investment Management INC ($6.2B), Royal Bank Of Canada ($431.8M), Ameriprise Financial INC ($333.3M). Based on the latest 13F filings, there are a total of 508 tracked investment funds and institutions maintaining positions in SCHR.
What is the overall institutional sentiment toward SCHR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $421.9M, driven by 303 managers accumulating shares while 174 reduced their exposure.
Which institutions have been selling or reducing their SCHR positions?
In the latest period, 136 funds trimmed their holdings, and 38 managers completely exited their positions. The aggregate reported sell value was $1.1B.
Are there any notable investors adding SCHR to their portfolios?
Yes, buying activity remains notable. 69 institutions opened new positions in {ticker}, and 234 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.4B.

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