SCHR SCHWAB INTERMEDIATE-TERM US

Ownership history in CITADEL ADVISORS LLC  ·  42 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported SCHWAB INTERMEDIATE-TERM US (SCHR) in 42 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows SCHR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in SCHWAB INTERMEDIATE-TERM US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held SCHR — position size vs. price
% of Fund (quarterly)    SCHR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 18 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 109,991 +22,179 +25.3% 0.00% $2.8M 2025-11-14 $24.80
2025 Q2 ADDED 87,812 +37,085 +73.1% 0.00% $2.2M 2025-08-14 $24.40
2025 Q1 ADDED 50,727 +49,827 +5536.3% 0.00% $1.3M 2025-05-15 $23.88
2025 Q1 REDUCED 900 -8,504 -90.4% 0.00% $22K 2025-05-15 $23.88
2024 Q4 ADDED 9,404 +6,704 +248.3% 0.00% $228K 2025-02-14 $23.40
2024 Q4 REDUCED 2,700 -14,000 -83.8% 0.00% $66K 2025-02-14 $23.40
2024 Q3 ADDED 16,700 +15,500 +1291.7% 0.00% $845K 2024-11-14 $23.15
2024 Q3 REDUCED 1,200 -6,200 -83.8% 0.00% $61K 2024-11-14 $23.15
2024 Q2 ADDED 7,400 +5,100 +221.7% 0.00% $361K 2024-08-14 $23.66
2024 Q2 REDUCED 2,300 -22,796 -90.8% 0.00% $112K 2024-08-14 $23.66
2024 Q1 ADDED 25,096 +20,596 +457.7% 0.00% $1.2M 2024-05-15 $22.69
2024 Q1 ADDED 4,500 +1,400 +45.2% 0.00% $221K 2024-05-15 $22.69
2024 Q1 UNCHANGED 3,100 0% 0.00% $152K 2024-05-15 $22.69
2023 Q4 REDUCED 3,100 -200 -6.1% 0.00% $154K 2024-02-14 $22.56
2023 Q4 ADDED 3,300 +3,217 +3875.9% 0.00% $164K 2024-02-14 $22.56
2023 Q3 REDUCED 83 -4,117 -98.0% 0.00% $4K 2023-11-14 $22.13
2023 Q3 REDUCED 4,200 -2,200 -34.4% 0.00% $201K 2023-11-14 $22.13
2023 Q3 ADDED 6,400 +2,500 +64.1% 0.00% $307K 2023-11-14 $22.13
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITADEL ADVISORS LLC and SCHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning SCHR?

CITADEL ADVISORS LLC reported SCHR across 18 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SCHR position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for SCHR was 0.00% in 2025 Q3.

What is the latest reported SCHR position on this page?

The most recent filing on this page is 2025 Q3, when CITADEL ADVISORS LLC reported 109,991 shares, equal to 0.00% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SCHR ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly SCHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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