Who owns SCHR?
Schwab Intermediate-Term U.S. Treasury ETF · Schwab
505 institutions reported holding SCHR, worth $11.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $6.5B | 263,437,179 | +13,890,918 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $461.9M | 18,731,210 | +1,396,671 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $334.0M | 13,544,801 | +168,747 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $233.5M | 9,469,330 | +4,821,340 shares |
| Stifel Financial Corp. | St. Louis, MO | $164.4M | 6,666,844 | −955,704 shares |
| JPMorgan Chase & Co | New York, NY | $156.8M | 6,339,063 | +362,680 shares |
| Alliancebernstein L.P. | Nashville, TN | $144.5M | 5,800,038 | New position |
| Bank of America Corp. | Charlotte, NC | $132.0M | 5,354,373 | −834,721 shares |
| Exchange Traded Concepts, LLC | Oklahoma City, OK | $119.9M | 4,862,662 | +645,660 shares |
| Cornerstone Wealth Advisors, Inc. | Edina, MN | $101.6M | 4,120,062 | +126,849 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Compare what they hold: SCHR vs TLH, SCHR vs VTIP, SCHR vs SCHP, SCHR vs MINT.
Frequently asked questions
Who owns SCHR?
505 institutional managers reported holding SCHR in Form 13F filings for June 30, 2026, worth $11.0B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $6.5B.
Did institutions buy or sell SCHR last quarter?
Reported 13F value rose 6.1% from March 31, 2026, which includes price moves as well as buying and selling. 60 firms reported a new position and 48 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.