SCHR institutional holders

Schwab Intermediate-Term U.S. Treasury ETF · 532 reporting institutions · $10.9B reported value

Funds that can replace SCHR · SCHR return decomposition

Institutional holdings

Institutions reporting SCHR, largest first
InstitutionReported positionAdvisors at firmReport period
Charles Schwab Investment Management Inc$6.5B372026-06-30
Royal Bank of Canada$461.9M02026-06-30
Ameriprise Financial Inc$334M02026-06-30
Envestnet Pmc$233.5M602026-06-30
Stifel Financial Corp$164.4M02026-06-30
Jpmorgan Chase & Co$156.8M02026-06-30
Alliancebernstein LP$144.5M5172026-06-30
Bank of America Corp /de$132M02026-06-30
Exchange Traded Concepts, LLC$119.9M02026-06-30
Cornerstone Wealth Advisors, Inc.$101.6M52026-06-30
Moisand Fitzgerald Tamayo, LLC$100.5M102026-06-30
Lpl Financial LLC$96.8M23,4582026-06-30
Pacific Sage Partners, LLC$94.6M42026-06-30
Wealth Enhancement Advisory Services, LLC$74.7M1,0262026-06-30
Etf Architect$70.3M62026-06-30
Crane & Associates Wealth Management$69.8M32026-06-30
Wells Fargo & Company/mn$67.2M02026-06-30
Resonant Capital Advisors, LLC$66.6M152026-06-30
Avidian Wealth Enterprises, LLC$60.4M432026-06-30
Clearstead; Clearstead Advisory Solutions$51.2M642026-06-30
Flc Capital Advisors$44.1M42026-06-30
Baird Financial Group, Inc.$42.3M02026-06-30
Morgan Stanley$41.2M23,1852026-06-30
Davenport & Co LLC$40.4M3392026-06-30
MML Investors Services, LLC$40.1M5,1202026-06-30
High Probability Advisors, LLC$38.8M82026-06-30
Cerity Partners LLC$38.2M7772026-06-30
Cetera Investment Advisers$37.9M10,3702026-06-30
Advisory Alpha, LLC$37.7M662026-06-30
Beacon Wealthcare LLC$35.5M52026-06-30
Hapanowicz Financial$34.5M62026-06-30
Westhill Financial Advisors, Inc.$31.8M62026-06-30
First National Trust Co$30.4M02026-06-30
Galvin, Gaustad & Stein, LLC$27.5M82026-06-30
Your Advocates Ltd., LLP$26.1M42026-06-30
Jones Financial Companies LLLP$24.7M02026-06-30
Summit Financial, LLC$24M2292026-06-30
Tradition Wealth Management, LLC$23.6M232026-06-30
Hc Advisors LLC$22.2M62026-06-30
Allworth Financial, LP$21.2M3172026-06-30
Waverly Advisors, LLC$20.8M2312026-06-30
Savant Wealth Management$20.1M4052026-06-30
Creative Planning$19.5M1,1712026-06-30
Morton Brown Family Wealth, LLC$18.8M72026-06-30
Sws Partners$18.2M52026-06-30
Downshift Financial, LLC$17.9M32026-06-30
Pure Portfolios Holdings LLC$17.4M02025-12-31
Altiora Financial Group, LLC$17M12026-06-30
UBS Group AG$16.7M02026-06-30
Kathmere Capital Management, LLC$16M172026-06-30
Perigon Wealth Management, LLC$15.8M922026-06-30
Arax Advisory Partners$15.6M2322026-06-30
Madison Asset Management, LLC$15.4M12026-06-30
Walker Financial Services, Inc.$14.7M52026-06-30
Worthpointe, LLC$14M72026-06-30
Exencial Wealth Advisors, LLC$13.9M02026-03-31
Bank of Montreal /can$13.8M02026-06-30
Franklin Resources Inc$13.3M02026-06-30
Kelly Financial Services LLC$13M72026-06-30
The Fiduciary Alliance$12.6M492026-06-30
Tidal Investments LLC$12.5M02026-06-30
Commonwealth Equity Services, LLC$12.5M2,8632026-06-30
Holcombe Financial, Inc.$12.5M32026-06-30
Clarity Wealth Development, LLC$12.4M52026-06-30
Foundation Wealth Management, LLC$11.9M42026-06-30
Vestmark Advisory Solutions, Inc.$11.7M82026-06-30
The Advocate Group, LLC$11.7M92026-06-30
Attessa Capital LLC$11.1M72026-06-30
Walkner Condon Financial Advisors LLC$11.1M152026-06-30
Raymond James Financial Inc$11.1M02026-06-30
Oakwell Private Wealth Management, LLC$10.9M112026-06-30
Diversify Advisory Services, LLC$10.6M1162026-06-30
Diversify Wealth Management, LLC$10.6M782026-06-30
Integrity Alliance, Llc.$10.4M3532026-06-30
Cadia Private Client LLC$10.2M22026-06-30
Blake Schutter Theil Wealth Advisors, LLC$9.8M22026-06-30
Darrow Company, Inc.$9.5M42026-06-30
Hidden Cove Wealth Management$9.4M72026-06-30
Savvy Advisors, Inc.$9.3M2142026-06-30
Susquehanna International Group, LLP$9.3M02026-06-30
Osaic Holdings, Inc.$9.1M02026-06-30
Benjamin Edwards Inc$9M02026-06-30
Bulwark Capital Corp$8.9M22026-06-30
Act Two Investors LLC$8.7M12026-06-30
Centric Wealth Management$8.7M72026-06-30
Blackrock, Inc.$8.6M02026-06-30
Valmark Advisers, Inc.$8.3M2952026-06-30
Tennessee Valley Asset Management Partners$8.2M252026-06-30
Maridea Wealth Management$8.1M382026-06-30
Destiny Wealth Partners, LLC$8M162026-06-30
Sentinel Pension Advisors, LLC$7.9M512026-06-30
Dock Street Asset Management Inc$7.9M32026-06-30
Focus Partners Wealth$7.8M1,0482026-06-30
Vident Advisory, LLC$7.4M62026-06-30
L.K. Benson & Company, P.C.$7.2M22026-06-30
Swiftwater Capital$7.2M12026-06-30
Foundations Investment Advisors, LLC$6.9M3022026-06-30
Sima Wealth Partners, LLC$6.9M52026-06-30
A4 Wealth Advisors LLC$6.8M62026-06-30
Vise Technologies, Inc.$6.7M02026-06-30
Cooke Wealth Management, LLC$6.6M22026-06-30
Signet Financial Management, LLC$6.5M122026-03-31
Myecfo, LLC$6.2M52026-06-30
Kestra Advisory Services, LLC$6.2M1,4792026-06-30
Captrust Financial Advisors$6.2M9622026-06-30
Keystone Global Partners, LLC$5.8M22026-06-30
Refined Wealth Management$5.8M52026-06-30
Independent Solutions Wealth Management, LLC$5.7M302026-06-30
Harvest Portfolios Group Inc.$5.6M02026-06-30
Heritage Wealth Management, Inc. /ca$5.6M62026-06-30
Christensen, King & Associates Investment Services, Inc.$5.4M92026-06-30
Farrow Financial, Inc.$5.3M12026-06-30
Jane Street Group, LLC$5.3M02026-06-30
Wt Wealth Management$5.1M132026-06-30
Modus Advisors, LLC$5M42026-06-30
Citigroup Inc$5M02026-06-30
Hilltop Partners LLC$4.9M82026-06-30
Mariner, LLC$4.9M02026-06-30
Libra Wealth LLC$4.8M42026-06-30
Inspire Advisors, LLC$4.7M752026-06-30
Upper Left Wealth Management, LLC$4.7M22026-06-30
Ieq Capital, LLC$4.5M1972026-06-30
Sym Financial Corp$4.4M332026-06-30
W.H. Cornerstone Investments Inc.$4.3M42026-06-30
Ausdal Financial Partners, Inc.$4.2M1892026-06-30
Renaissance Technologies LLC$4.2M02026-06-30
Bluesky Wealth Advisors, LLC$4.2M102026-06-30
North Forty Two & Co.$4.1M12026-06-30
Farther Finance Advisors, LLC$4.1M3342026-06-30
Code Waechter LLC$4M52026-06-30
Hutchinson Capital Management/ca$4M02026-06-30
Claro Advisors Inc.$4M202026-06-30
Inman Jager Wealth Management, LLC$3.9M32026-06-30
Creative Financial Designs Inc /adv$3.7M02026-06-30
Envestnet Portfolio Solutions, Inc.$3.7M32026-06-30
Salem Investment Counselors Inc$3.7M132026-06-30
Sellwood Investment Partners LLC$3.7M82026-06-30
Cobblestone Capital Advisors LLC /NY$3.6M02025-09-30
Wbh Advisory Inc$3.6M112026-06-30
Northwestern Mutual Wealth Management Co$3.4M02026-06-30
Cwm, LLC$3.4M6672026-03-31
Blair William & Co/il$3.3M3292026-06-30
Grantham Mayo van Otterloo & Co LLC$3.2M02026-06-30
Meitav Investment House Ltd$3.2M02026-06-30
Spectrum Asset Management, Inc. (nb/ca)$3.2M02026-06-30
Principal Securities, Inc.$3.2M1,4632026-06-30
Dynamic$3.2M752026-06-30
Noble Wealth Partners$3.2M32026-06-30
Gts Securities LLC$3.1M02026-06-30
Fermata Advisors$3.1M132026-06-30
Meritage Portfolio Management$3M02025-12-31
Csenge Advisory Group$3M752026-06-30
Williams Financial, LLC$3M42026-06-30
Simplicity Wealth, LLC$3M02026-06-30
Assetmark, Inc$2.9M2202026-06-30
Kelly Financial Group LLC$2.9M02026-06-30
Collaborative Fund Advisors, LLC$2.9M02026-06-30
Stratos Wealth Partners, Ltd.$2.9M3862026-06-30
Leavell Investment Management, Inc.$2.9M252026-06-30
Mendota Financial Group, LLC$2.8M62026-06-30
Pflug Koory, LLC$2.8M02026-06-30
Kathleen S. Wright Associates Inc.$2.8M02025-09-30
Hendershot Investments Inc.$2.8M42026-06-30
Tran Capital Management, LP$2.7M02026-06-30
Wealthcare Investment Partners LLC$2.7M62026-06-30
Johnson Financial Group, LLC$2.7M352026-06-30
Genwealth Group, Inc.$2.5M52026-06-30
Marble Trail Advisors$2.5M42026-06-30
Scs Capital Management LLC$2.5M802026-06-30
Lanark Financial, Inc.$2.5M692026-06-30
Empirical Asset Management, LLC$2.4M122026-06-30
Comerica Bank$2.4M02025-12-31
Stratos Wealth Advisors, LLC$2.4M712026-06-30
Barden Capital Management, Inc.$2.4M32026-06-30
Greenline Partners, LLC$2.4M32026-06-30
Tortoise Investment Management, LLC$2.4M152026-06-30
Passive Capital Management, Llc.$2.3M72026-06-30
Spire Wealth Management$2.3M32026-06-30
Charles Schwab Trust Co$2.2M02026-06-30
Hightower Advisors, LLC$2.2M1,0462026-06-30
National Bank of Canada /fi$2.2M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$2.1M02026-06-30
Fifth Third Bancorp$2.1M02026-06-30
Columbus MacRo, LLC$2M52026-06-30
Nova R Wealth, Inc.$2M52026-06-30
Hartline Investment Corporation$2M32026-06-30
Kaizen Financial Strategies, LLC$1.9M52026-06-30
Mercer Global Advisors Inc /adv$1.9M02026-06-30
Milwealth Group LLC$1.9M52026-06-30
Sanctuary Advisors, LLC$1.9M4012026-06-30
Stableford Capital II LLC$1.8M52026-06-30
Northrock Partners, LLC$1.8M912026-06-30
Mendel Capital Management LLC$1.8M22026-06-30
Pure Financial Advisors, LLC$1.8M882026-06-30
Ifp Advisors, Inc$1.8M3182026-06-30
Goldman Sachs Group Inc$1.7M02026-06-30
Successful Portfolios LLC$1.7M32026-06-30
Edelman Financial Engines$1.7M7222026-06-30
Focus Financial$1.7M1212026-06-30
North Ridge Wealth Advisors, Inc.$1.7M02026-03-31
World Investment Advisors$1.6M3592026-06-30
Sequoia Financial Group, LLC$1.6M2582026-06-30
Integrated Wealth Concepts LLC$1.6M4802026-06-30
Wealthcare Advisory Partners LLC$1.6M1702026-06-30
Evermay Wealth Management LLC$1.6M232026-06-30
Mfg Wealth Management, Inc.$1.5M32026-06-30
Compound Planning, Inc.$1.5M752026-06-30
Fifth Third Securities, Inc.$1.5M1,0142026-06-30
Commerce Bank$1.4M02026-06-30
Old Mission Capital LLC$1.4M02026-06-30
Studio Investment Management LLC$1.4M42026-06-30
Brookstone Capital Management$1.4M3372026-06-30
McAdam LLC$1.4M1352026-06-30
True Link Financial Advisors$1.3M62026-06-30
Asset Management Group, Inc.$1.3M22026-06-30
Comprehensive Wealth Management, LLC$1.3M62026-06-30
Essential Partners LLC$1.3M22026-06-30
Wealthgarden F.S. LLC$1.3M52026-06-30
TD Private Client Wealth LLC$1.3M5352026-06-30
Adams Wealth Management$1.2M102026-06-30
Cachetech Inc.$1.2M32026-06-30
Eagle Strategies LLC$1.2M2,4962026-06-30
Jfg Wealth Management, LLC$1.2M02025-09-30
Belpointe Asset Management LLC$1.2M1702026-06-30
Jdm Financial Group LLC$1.2M02026-06-30
Koshinski Asset Management, Inc.$1.2M692026-06-30
Waycross Investment Management Co$1.1M42026-06-30
Moors & Cabot, Inc.$1.1M822026-06-30
Mgo One Seven LLC$1.1M1182026-06-30
Madden Advisory Services, Inc.$1.1M22026-06-30
Wealthspire Retirement, LLC$1.1M1462026-06-30
Cantor Fitzgerald Investment Advisors LP$1.1M322026-06-30
Gwn Securities Inc.$1.1M4492026-06-30
Frisch Financial Group, Inc.$1.1M62026-06-30
Creativeone Wealth, LLC$1.1M2212026-06-30
Unify Financial Advisors$1M22026-06-30
Integrity Wealth Advisors, Inc.$1M52026-03-31
Brucke Financial, Inc.$1M52026-06-30
Broussard Financial Group LLC$1M12026-06-30
Hexagon Capital Partners LLC$1M52026-06-30
Rcw Management, LLC$993.4K22026-06-30
Diligent Investors, LLC$973.3K32026-06-30
Trust Point Inc.$971.8K02026-06-30
Trivium Point Advisory, LLC$965.3K182026-06-30
Avior Wealth Management, LLC$940.8K692026-06-30
1620 Investment Advisors, Inc.$938.1K42026-06-30
Manhattan West Asset Management, LLC$935.4K102026-06-30
Innova Wealth Partners$931K62026-06-30
Ransom Advisory, Ltd$902.9K02025-12-31
Cresset Asset Management, LLC$901.9K2122026-06-30

The 250 largest of 532 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30