SCHR — SCHWAB INTERMEDIATE-TERM US
As of Q2 2026, 15 SEC-registered investment managers reported holding SCHR (SCHWAB INTERMEDIATE-TERM US) in their latest 13F filings, with a combined reported value of $6.94B across 281.60M shares. That is +8.0% by share count (+20.79M shares) versus the previous quarter, while reported value moved +6.9%. Ownership is concentrated: the five largest holders account for 99.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Charles Schwab Investment Management history | Q2 2026 | 263.44M | $6.50B | 0.87% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 6.34M | $156.83M | 0.02% | New |
| Bank of America Corp history | Q2 2026 | 5.35M | $132.04M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 2.72M | $67.19M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 1.67M | $41.16M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 678.45K | $16.73M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 540.15K | $13.32M | 0.00% | Hold |
| BlackRock Inc history | Q2 2026 | 346.93K | $8.56M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 202.55K | $4.99M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 170.30K | $4.20M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 70.87K | $1.75M | 0.00% | New |
| BNY Mellon history | Q4 2023 | 25.30K | $1.26M | 0.00% | Reduce |
| Prudential Financial history | Q3 2024 | 13.01K | $658.31K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 21.78K | $537.20K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 20.89K | $515.07K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 11.52K | $284.15K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 9.22K | $227.32K | 0.00% | Add |
| Deutsche Bank AG history | Q3 2021 | 387 | $22.00K | 0.00% | New |
| Northern Trust Corp history | Q1 2022 | 18.33K | $9.00K | 0.00% | New |
| Millennium Management history | Q1 2023 | 5.36K | $270 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.34M sh · $156.83M
- Goldman Sachs Group 70.87K sh · $1.75M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | 266.12K | 273.57K | 1.05M | 1.09M | 1.12M | 581.31K | 574.01K | 553.51K | 311.37K | 304.35K | 304.88K | 83.17M | 107.67M | 217.20M | 219.37M | 221.74M | 228.19M | 238.26M | 249.55M | 263.44M |
| JPMorgan Chase & Co | 11.61M | 2.42M | 16.26M | 10.47M | 17.47M | 10.20M | 4.79M | 5.38M | 5.66M | 1.84M | 1.32M | 1.46M | 1.40M | 5.70M | 4.69M | 4.65M | 4.90M | 5.20M | — | 6.34M |
| Bank of America Corp | 178.68K | 230.83K | 261.64K | 276.68K | 525.11K | 502.25K | 472.57K | 794.63K | 938.14K | 515.70K | 572.22K | 579.64K | 4.09M | 8.47M | 3.39M | 3.76M | 4.15M | 5.17M | 6.19M | 5.35M |
| Wells Fargo & Co | 859.05K | 101.57K | 98.66K | 105.24K | 316.62K | 245.35K | 114.95K | 124.27K | 111.23K | 267.69K | 219.09K | 198.52K | 205.29K | 438.15K | 928.04K | 873.96K | 970.78K | 1.15M | 1.43M | 2.72M |
| Morgan Stanley | 274.77K | 239.19K | 314.66K | 372.88K | 312.44K | 725.62K | 825.88K | 830.53K | 698.59K | 486.84K | 466.34K | 597.06K | 753.23K | 1.15M | 1.16M | 1.26M | 1.34M | 1.75M | 1.81M | 1.67M |
| UBS Group AG | 60.34K | 65.16K | 69.80K | 58.90K | 55.73K | 66.77K | 60.32K | 58.62K | 124.22K | 80.22K | 71.40K | 86.80K | 90.19K | 205.69K | 242.69K | 269.69K | 296.05K | 417.69K | 648.37K | 678.45K |
| Franklin Resources | 246.60K | 233.89K | 222.29K | 201.06K | 211.07K | 236.21K | 257.75K | 290.65K | 260.08K | 217.65K | 232.62K | 214.88K | 217.59K | 442.24K | 452.45K | 440.26K | 470.20K | 500.04K | 539.26K | 540.15K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 614.41K | 1.03M | 855.84K | 864.33K | 666.97K | 528.92K | 392.14K | 346.93K |
| Citigroup Inc | 51 | 20 | 54 | 482 | 20 | 62 | 61 | 373 | 273 | 20 | 257 | 1.42K | 3.73K | 9.56K | 10.43K | 16.79K | 9.14K | 9.29K | 11.29K | 202.55K |
| Renaissance Technologies | — | 72.20K | — | 5.90K | — | — | — | — | — | — | — | — | 4.68K | — | 187.00K | 36.60K | 153.90K | 45.00K | 129.70K | 170.30K |
| Goldman Sachs Group | — | — | 38.34K | 450.00K | 482.10K | 2.14M | 2.06M | 2.18M | 2.38M | 2.58M | 2.31M | 53.55K | — | — | 59.08K | — | — | 23.38K | — | 70.87K |
| Fidelity Management & Research (FMR) | 7.29K | 6.95K | 3.17K | 532 | 1.01K | 1.18K | 164 | 671 | 1.96K | 1.15K | 3.99K | 5.04K | 2.78K | 3.50K | 6.26K | 16.74K | 10.92K | 19.27K | 24.45K | 21.78K |
| Citadel Advisors | 21.57K | — | 4.77K | 21.35K | 28.93K | — | 34.50K | 16.10K | 10.68K | 6.40K | 32.70K | 9.70K | 17.90K | 12.10K | 51.63K | 87.81K | 109.99K | — | 62.45K | 20.89K |
| PNC Financial Services | 4.19K | 6.01K | 6.02K | 6.02K | 6.10K | 6.33K | 6.15K | 7.40K | 8.48K | 8.48K | 9.20K | 6.67K | 4.83K | 2.90K | 2.28K | 2.19K | 3.31K | 11.38K | 12.61K | 11.52K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.16K | 9.22K |
| Deutsche Bank AG | 387 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | 21.95K | 30.90K | 48.06K | 73.16K | 56.62K | 66.38K | 78.60K | 25.30K | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 9.43K | — | — | — | — | 5.36K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | — | 18.33K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | 5.20K | 4.44K | — | — | 4.54K | 5.54K | 9.03K | 7.88K | 12.28K | 13.01K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details