Who Owns SCHWAB STRATEGIC TR INTRM TRM (SCHR)? -- Institutional Holders (2026-06-30)
555 institutions reported holding $17.48B of SCHWAB STRATEGIC TR INTRM TRM (SCHR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($6.50B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.50B), Royal Bank of Canada ($461.9M), AMERIPRISE FINANCIAL INC ($334.0M), ENVESTNET ASSET MANAGEMENT INC ($233.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sixth Street Partners Management Company, L.P. | $6.50B | 263.4M | New |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.50B | 263.4M | Added |
| 3 | Royal Bank of Canada | $461.9M | 18.7M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $334.0M | 13.5M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $233.5M | 9.5M | Added |
| 6 | STIFEL FINANCIAL CORP | $164.4M | 6.7M | Trimmed |
| 7 | JPMORGAN CHASE & CO | $156.8M | 6.3M | Added |
| 8 | ALLIANCEBERNSTEIN L.P. | $144.5M | 5.8M | New |
| 9 | BANK OF AMERICA CORP /DE/ | $132.0M | 5.4M | Trimmed |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $119.9M | 4.9M | Added |
| 11 | Cornerstone Wealth Advisors, Inc. | $101.6M | 4.1M | Added |
| 12 | Moisand Fitzgerald Tamayo, LLC | $100.5M | 4.1M | Added |
| 13 | LPL Financial LLC | $96.8M | 3.9M | Added |
| 14 | Pacific Sage Partners, LLC | $94.6M | 3.8M | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $74.7M | 3.0M | Added |
| 16 | Empowered Funds, LLC | $70.3M | 2.9M | Added |
| 17 | Crane Advisory, LLC | $69.8M | 2.8M | Added |
| 18 | WELLS FARGO & COMPANY/MN | $67.2M | 2.7M | Added |
| 19 | Resonant Capital Advisors, LLC | $66.6M | 2.7M | Trimmed |
| 20 | Avidian Wealth Enterprises, LLC | $60.4M | 2.5M | Added |
| 21 | Clearstead Advisors, LLC | $51.2M | 2.1M | Added |
| 22 | FLC Capital Advisors | $44.1M | 1.8M | Added |
| 23 | Baird Financial Group, Inc. | $42.3M | 1.7M | Added |
| 24 | MORGAN STANLEY | $41.2M | 1.7M | Trimmed |
| 25 | DAVENPORT & Co LLC | $40.4M | 1.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30