§ EQUITY
USDSCHR
SCHWAB INTERMEDIATE-TERM US
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
287 increased/new, 153 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 249.5M | 0.9% | +5% |
| ROYAL BANK OF CANADA | 17.3M | 0.1% | +1% |
| AMERIPRISE FINANCIAL INC | 13.4M | n/a | −3% |
| STIFEL FINANCIAL CORP | 7.6M | 0.2% | +5% |
| Bank of America Corp | 6.2M | 0.0% | +20% |
| JPMORGAN CHASE & CO | 6.0M | n/a | +15% |
◇ AC INTELLIGENCE
Top institutional owners for SCHR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
PASSIVE / INDEX59.8% · 2 holders
OTHER27.7% · 469 holders
DEALER / BANK8.9% · 24 holders
QUALITY / COMPOUNDER3.4% · 4 holders
INCOME / DEFENSIVE0.1% · 3 holders
SYSTEMATIC / QUANT0.0% · 2 holders
DEEP VALUE0.0% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHR yet.