Schwab Intermediate-Term US Trs ETF

$SCHR
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Smart money positioned

8 of the Top-200 alpha managers hold $SCHR as of the latest 13F snapshot.

13F holders
501
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$SCHR is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.49%, with an average of 0.43% of portfolio. Largest holder: Walkner Condon Financial Advisors LLC at 1.49%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Walkner Condon Financial Advisors LLC
1.49% NEW
α +23.7pts
02
Independent Solutions Wealth Management, LLC
0.80% NEW
α +19.1pts
03
Fiduciary Alliance LLC
0.76% held
α +16.8pts
04
Beverly Hills Private Wealth, LLC
0.32% NEW
α +10.4pts
05
Principal Securities, Inc.
0.04% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 501 · Source: 13F-HR
01
Strs Ohio
0.95% of portfolio
249,546,261 sh
02
Donald L. Hagan, LLC
10.44% of portfolio
7,794,200 sh
03
DHK Financial Advisors, Inc.
13.67% of portfolio
6,960,020 sh
04
Sandy Spring Bank
1.90% of portfolio
4,762,004 sh
05
Marquette Asset Management, LLC
0.03% of portfolio
4,647,990 sh
06
Huntleigh Advisors, Inc.
0.77% of portfolio
4,217,002 sh
07
Vancity Investment Management Ltd
22.90% of portfolio
3,993,213 sh
08
Cornerstone Wealth Advisors, Inc.
21.95% of portfolio
3,762,996 sh
09
Strategic Financial Planning, Inc.
3.93% of portfolio
3,001,765 sh
10
Axa S.a.
—
2,900,000 sh
See all 501 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SCHR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHR in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:17 UTC.