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Schwab Intermediate-Term U.S. Treasury ETF (SCHR) Institutional Ownership

Schwab Intermediate-Term U.S. Treasury ETF logo
$25.26 +0.04 (+0.16%)
Closing price 04:10 PM Eastern
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$25.24 -0.02 (-0.06%)
As of 04:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$321.00M
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SCHR Institutional Buying and Selling by Quarter

Schwab Intermediate-Term U.S. Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Exchange Traded Concepts LLC2,749,387$69.09M0.6%+58.0%0.597%
10/14/2025Mendota Financial Group LLC92,106$2.32M1.7%+11.0%0.020%
10/14/2025Stableford Capital II LLC223,940$5.63M2.0%+0.5%0.049%
10/14/2025WestHill Financial Advisors Inc.1,139,112$28.63M5.6%+7.3%0.247%
10/10/2025 Fifth Third Securities Inc.44,816$1.13M0.1%+11.8%0.010%
10/10/2025 Charles Schwab Trust Co76,993$1.94M0.1%+5.0%0.017%
10/10/2025 Myecfo LLC203,248$5.11M2.3%+5.4%0.044%
10/10/2025 Kathleen S. Wright Associates Inc.110,723$2.78M1.0%+11.0%0.024%
10/10/2025 Flputnam Investment Management Co.57,713$1.45M0.0%-39.9%0.013%
10/10/2025 Focus Financial Network Inc.92,869$2.33M0.1%+2.8%0.020%
10/9/2025 Dynamic Advisor Solutions LLC114,564$2.88M0.1%-34.2%0.025%
10/9/2025 Fermata Advisors LLC118,472$2.98M0.8%+52.3%0.026%
10/9/2025 Chapin Davis Inc.14,973$376K0.1%N/A0.003%
10/9/2025 Archer Investment Management LLC583,202$14.66M9.0%-16.1%0.127%
10/9/2025 MFG Wealth Management Inc.56,650$1.42M1.1%N/A0.012%
10/8/2025 First County Bank CT 12,661$318K0.2%+4.9%0.003%
10/8/2025 Marshall Financial Group LLC598,114$15.03M2.9%+2.7%0.131%
10/8/2025 Asset Allocation Strategies LLC12,750$320K0.1%+16.7%0.003%
10/8/2025 Fiduciary Alliance LLC427,406$10.74M0.7%+5.0%0.093%
10/7/2025 Walker Financial Services Inc.353,914$8.89M3.5%N/A0.077%
10/7/2025 Sonora Investment Management Group LLC14,351$361K0.0%-3.0%0.003%
10/7/2025 Hardin Capital Partners LLC20,656$519K0.3%-3.6%0.005%
10/6/2025 Destiny Wealth Partners LLC393,136$9.88M1.2%+7.5%0.086%
10/6/2025 Venture Visionary Partners LLC45,897$1.15M0.0%+0.9%0.010%
10/1/2025 Beacon Wealthcare LLC1,270,563$31.93M11.2%+8.1%0.278%
9/26/2025Corient Private Wealth LLC30,424$762K0.0%+47.1%0.007%
9/25/2025CacheTech Inc.120,339$3.01M0.6%N/A0.026%
9/10/2025WT Wealth Management259,495$6.50M1.9%-0.3%0.057%
9/4/2025Osaic Holdings Inc.199,290$4.99M0.0%+43.0%0.044%
8/27/2025Orion Porfolio Solutions LLC9,492$238K0.0%-86.1%0.002%
8/26/2025Thrivent Financial for Lutherans71,106$1.78M0.0%N/A0.016%
8/25/2025Hilltop Partners LLC175,852$4.40M1.3%+2.7%0.038%
8/25/2025BLVD Private Wealth LLC188,785$4.73M4.5%N/A0.041%
8/22/2025TT Capital Management LLC16,864$418K0.1%N/A0.004%
8/20/2025Coppell Advisory Solutions LLC11,382$284K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.1,955$49K0.0%-27.5%0.000%
8/15/2025 Asset Allocation Strategies LLC10,929$274K0.1%-5.7%0.002%
8/15/2025Corient Private Wealth LLC60,900$1.52M0.0%+194.4%0.013%
8/15/2025Chapman Financial Group LLC8,400$210K0.2%N/A0.002%
8/15/2025Captrust Financial Advisors34,454$862K0.0%+1.3%0.008%
8/15/2025Prevail Innovative Wealth Advisors LLC66,729$1.67M0.4%-33.1%0.015%
8/15/2025Manhattan West Asset Management LLC39,595$991K0.2%-1.6%0.009%
8/15/2025WFA of San Diego LLC4,730$118K0.1%N/A0.001%
8/15/2025Vident Advisory LLC519,525$13.00M0.1%+67.4%0.114%
8/15/2025Visionary Wealth Advisors22,732$569K0.0%N/A0.005%
8/15/2025Two Sigma Securities LLC32,488$813K0.1%+184.0%0.007%
8/15/2025Seneschal Advisors LLC23,936$599K0.5%+63.0%0.005%
8/15/2025Smartleaf Asset Management LLC4,780$119K0.0%-40.6%0.001%
8/15/2025Orion Porfolio Solutions LLC9,492$238K0.0%-86.1%0.002%
8/15/2025MML Investors Services LLC119,440$2.99M0.0%-1.4%0.026%
8/15/2025Mendel Capital Management LLC65,142$1.63M0.9%+3.3%0.014%
8/15/2025Modern Wealth Management LLC10,890$273K0.0%-4.4%0.002%
8/15/2025IHT Wealth Management LLC69,554$1.74M0.0%-25.9%0.015%
8/15/2025Benjamin Edwards Inc.260,893$6.53M0.1%-7.9%0.057%
8/15/2025Bank of America Corp DE3,762,998$94.19M0.0%+10.9%0.824%
8/15/2025Ameriprise Financial Inc.12,231,668$306.15M0.1%-6.7%2.677%
8/14/2025Ausdal Financial Partners Inc.119,439$2.99M0.2%-11.4%0.026%
8/14/2025Raymond James Financial Inc.342,715$8.58M0.0%+38.0%0.075%
8/14/2025Diversify Wealth Management LLC698,569$17.42M1.1%+11.5%0.153%
8/14/2025Tennessee Valley Asset Management Partners283,377$7.09M1.8%-15.4%0.062%
8/14/2025NewEdge Advisors LLC24,875$623K0.0%+32.8%0.005%
8/14/2025L2 Asset Management LLC13,407$336K0.1%+6.9%0.003%
8/14/2025Cerity Partners LLC1,654,320$41.41M0.1%+9,015.7%0.362%
8/13/2025Hendershot Investments Inc.111,598$2.79M0.4%+0.6%0.024%
8/13/2025Financial & Tax Architects LLC112,092$2.81M0.7%+17.2%0.025%
8/13/2025StoneX Group Inc.29,307$734K0.0%+16.6%0.006%
8/13/2025SCS Capital Management LLC137,631$3.45M0.0%+10.7%0.030%
8/13/2025Baird Financial Group Inc.1,128,250$28.24M0.0%+9.4%0.247%
8/13/2025Sonoma Private Wealth LLC65,626$1.64M2.0%-1.4%0.014%
8/13/2025EverSource Wealth Advisors LLC16,637$416K0.0%-2.8%0.004%
8/13/2025CW Advisors LLC37,463$938K0.0%-2.5%0.008%
8/13/2025Beacon Pointe Advisors LLC19,700$493K0.0%-2.5%0.004%
8/13/2025Lido Advisors LLC24,452$612K0.0%+154.5%0.005%
8/13/2025Northwestern Mutual Wealth Management Co.127,176$3.18M0.0%-19.6%0.028%
8/12/2025J.W. Cole Advisors Inc.11,678$292K0.0%N/A0.003%
8/12/2025Steward Partners Investment Advisory LLC4,488$112K0.0%-47.1%0.001%
8/12/2025CreativeOne Wealth LLC257,998$6.46M0.2%-0.2%0.056%
8/12/2025Act Two Investors LLC371,118$9.29M1.9%+2.0%0.081%
8/12/2025Global Retirement Partners LLC10,745$269K0.0%N/A0.002%
8/12/2025Centric Wealth Management325,987$8.13M1.9%+3.2%0.071%
8/12/2025Charles Schwab Investment Management Inc.221,741,946$5.55B1.0%+1.1%48.532%
8/12/2025Franklin Resources Inc.440,257$11.02M0.0%-2.7%0.096%
8/12/2025JPMorgan Chase & Co.4,654,817$116.51M0.0%-0.7%1.019%
8/12/2025Passive Capital Management LLC.128,676$3.20M1.0%+1.2%0.028%
8/12/2025Howe & Rusling Inc.12,842$321K0.0%+50.3%0.003%
8/12/2025NFP Retirement Inc.39,971$1M0.1%+1.2%0.009%
8/11/2025Pin Oak Investment Advisors Inc.2,513$62K0.1%N/A0.001%
8/11/2025Inspire Advisors LLC186,543$4.67M0.5%+103.6%0.043%
8/11/2025Empowered Funds LLC1,134,319$28.30M0.3%+192.9%0.259%
8/11/2025Johnson Financial Group LLC19,216$481K0.0%+4.7%0.004%
8/11/2025PAX Financial Group LLC36,484$913K0.2%-48.2%0.008%
8/11/2025Foundation Wealth Management LLC PA262,825$6.58M2.8%+2.7%0.060%
8/11/2025Bell Investment Advisors Inc28,529$714K0.1%N/A0.007%
8/8/2025Tortoise Investment Management LLC91,412$2.29M0.2%+37.9%0.021%
8/8/2025Kingsview Wealth Management LLC93,456$2.34M0.0%-2.1%0.021%
8/8/2025Cetera Investment Advisers640,429$16.03M0.0%+6.0%0.146%
8/8/2025Creative Planning1,059,114$26.51M0.0%-5.9%0.242%
8/8/2025Empower Advisory Group LLC21,700$543K0.0%+2.1%0.005%
8/8/2025Foundations Investment Advisors LLC174,563$4.37M0.1%+9.5%0.040%
8/8/2025Your Advocates Ltd. LLP790,678$19.79M7.1%+1.0%0.180%
(Data available from 1/1/2016 forward)

SCHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHR shares?

During the previous two years, 495 institutional investors and hedge funds held shares of Schwab Intermediate-Term U.S. Treasury ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.55B), Charles Schwab Investment Advisory Inc. ($3.97B), Royal Bank of Canada ($461.67M), Ameriprise Financial Inc. ($306.15M), Stifel Financial Corp ($188.96M), JPMorgan Chase & Co. ($116.51M), and Bank of America Corp DE ($94.19M).Learn more on Schwab Intermediate-Term U.S. Treasury ETF's institutional investors.

Which institutional investors have been buying Schwab Intermediate-Term U.S. Treasury ETF's stock?

Of the 476 institutional investors that purchased Schwab Intermediate-Term U.S. Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($138.57M), Royal Bank of Canada ($8.53M), Ameriprise Financial Inc. ($8.50M), Bank of America Corp DE ($4.76M), JPMorgan Chase & Co. ($4.59M), Stifel Financial Corp ($4.19M), and Charles Schwab Investment Advisory Inc. ($3.78M).

How much institutional buying is happening at Schwab Intermediate-Term U.S. Treasury ETF?

Institutional investors have bought a total of 240,492,895 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

Which of Schwab Intermediate-Term U.S. Treasury ETF's major shareholders have been selling company stock?

Of the 169 institutional investors that sold Schwab Intermediate-Term U.S. Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($2.04M), Wealth Enhancement Advisory Services LLC ($1.06M), Northwest Capital Management Inc ($934.85K), Bank of Montreal Can ($904.01K), Ameriprise Financial Inc. ($875.25K), CWM LLC ($689.71K), and Madison Asset Management LLC ($646.30K).

How much institutional selling is happening at Schwab Intermediate-Term U.S. Treasury ETF?

Institutional investors have sold a total of 12,953,485 shares in the last 24 months. This volume of shares sold represents approximately $321.00M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 10/14/2025 by MarketBeat.com Staff
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