Schwab Intermediate-term US
$23.74+0.2%
+$7.3B
Net Activity
+69.86% total shares
Institutions Holding
510
Popularity Rank
#1159
Avg Weight
0.69%
Total Value
$17.5B
510 institutions currently hold SCHR, with 286 net buyers and 201 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
201
Net Buying Institutions
286
Top 5 by Value
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Across its top 20 institutional holders, SCHR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 26/100).
SCHR ranks #1159 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCHR is a top-conviction position for Cornerstone Wealth Advisors, Inc. — at 21.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHR belongs to Sixth Street Partners Management Company, L.P., but the position matters far more to Cornerstone Wealth Advisors, Inc., who has 21.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its SCHR position for two straight quarters, increasing it by $14.8M to reach $79.0M today.
Resonant Capital Advisors, LLC has trimmed its SCHR position for two straight quarters, cutting it by $32.5M while still holding $42.3M.
SCHR is up 0.2% today, and institutions have been net buyers of $7.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$7.7B
Total Buy Value
$439.5M
Total Sell Value
286
Net Buyers
201
Net Sellers
SCHR
Q2 2026
Top 5 Institutional Movers
+$280.2M
+$144.5M
+$117.7M
-$72.2M
SCHR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524854
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Access SCHR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHRCLI
npx alphasmo stocks get SCHR