SC

SCHR SCHWAB INTERMEDIATE-TERM US

2026Q2 · CUSIP 808524854 · Sector: Other

Funds left

Funds are exiting, but the price is holding

Funds that own it
509
Institutions that reported holding it to the SEC
Net decrease in holders
5
Last quarter 514 → now 509
How unusual is that
Bottom 20%
Stronger than only 14% of US stocks
What the filings say, in one paragraph

509 funds held SCHR at the end of 2026Q2, down 5 from the quarter before. Buying has faded, though the price is holding up. SCHR has had 16 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=25 2013Q4: holders=25 2014Q1: holders=32 2014Q2: holders=34 2014Q3: holders=42 2014Q4: holders=53 2015Q1: holders=49 2015Q2: holders=54 2015Q3: holders=56 2015Q4: holders=66 2016Q1: holders=79 2016Q2: holders=79 2016Q3: holders=87 2016Q4: holders=84 2017Q1: holders=97 2017Q2: holders=104 2017Q3: holders=99 2017Q4: holders=126 2018Q1: holders=134 2018Q2: holders=134 2018Q3: holders=145 2018Q4: holders=171 2019Q1: holders=183 2019Q2: holders=201 2019Q3: holders=210 2019Q4: holders=237 2020Q1: holders=250 2020Q2: holders=252 2020Q3: holders=259 2020Q4: holders=294 2021Q1: holders=292 2021Q2: holders=285 2021Q3: holders=293 2021Q4: holders=313 2022Q1: holders=318 2022Q2: holders=320 2022Q3: holders=331 2022Q4: holders=354 2023Q1: holders=370 2023Q2: holders=360 2023Q3: holders=370 2023Q4: holders=391 2024Q1: holders=373 2024Q2: holders=387 2024Q3: holders=383 2024Q4: holders=431 2025Q1: holders=442 2025Q2: holders=464 2025Q3: holders=476 2025Q4: holders=489 2026Q1: holders=514 2026Q2: holders=509 -48 -24 +0 +24 +48 22281540 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2025Q2 Top 20% — —
2024Q4 Top 20% — —
2024Q2 Top 20% — —
2023Q3 Top 20% — —
2023Q1 Top 20% — —
2022Q4 Top 20% — —
2022Q3 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
96
Change in large funds
+7
Total value they hold
$11.0B
Funds buying for the first time
56
Funds that sold out entirely
61
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.