Who Owns SCHWAB STRATEGIC TR INTRM TRM (SCHR)? -- Institutional Holders (2026-03-31)
542 institutions reported holding $10.39B of SCHWAB STRATEGIC TR INTRM TRM (SCHR) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.22B), Royal Bank of Canada ($431.8M), AMERIPRISE FINANCIAL INC ($333.3M), STIFEL FINANCIAL CORP ($189.9M), BANK OF AMERICA CORP /DE/ ($154.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.22B | 249.5M | Added |
| 2 | Royal Bank of Canada | $431.8M | 17.3M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $333.3M | 13.4M | Trimmed |
| 4 | STIFEL FINANCIAL CORP | $189.9M | 7.6M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $154.2M | 6.2M | Added |
| 6 | JPMORGAN CHASE & CO | $148.6M | 6.0M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 4.6M | Added |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $105.0M | 4.2M | Added |
| 9 | Cornerstone Wealth Advisors, Inc. | $99.5M | 4.0M | Added |
| 10 | Moisand Fitzgerald Tamayo, LLC | $97.1M | 3.9M | Added |
| 11 | Pacific Sage Partners, LLC | $86.7M | 3.5M | Added |
| 12 | Resonant Capital Advisors, LLC | $74.8M | 3.0M | Added |
| 13 | STATE STREET CORP | $72.2M | 2.9M | Hold |
| 14 | Crane Advisory, LLC | $69.5M | 2.8M | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.2M | 2.6M | Trimmed |
| 16 | Avidian Wealth Enterprises, LLC | $59.3M | 2.4M | Added |
| 17 | LPL Financial LLC | $52.9M | 2.1M | Added |
| 18 | Clearstead Advisors, LLC | $48.7M | 2.0M | Added |
| 19 | Cerity Partners LLC | $48.0M | 1.9M | Trimmed |
| 20 | Empowered Funds, LLC | $48.0M | 1.9M | New |
| 21 | MORGAN STANLEY | $45.1M | 1.8M | Added |
| 22 | Intelligence Driven Advisers, LLC | $40.9M | 1.6M | Trimmed |
| 23 | FLC Capital Advisors | $40.5M | 1.6M | Added |
| 24 | Advisory Alpha, LLC | $38.1M | 1.5M | Trimmed |
| 25 | DAVENPORT & Co LLC | $37.5M | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31