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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.87 -0.03 (-0.12%)
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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)
386
Total
Institutional Inflows
(last 12 months)
$5.56B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$256.87M
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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
7/2/2025HBW Advisory Services LLC12,425$311K0.0%-21.0%0.003%
6/27/2025Goldman Sachs Group Inc.59,079$1.47M0.0%N/A0.014%
6/17/2025Howe & Rusling Inc.8,544$212K0.0%+1,683.7%0.002%
6/6/2025eCIO Inc.19,688$489K0.2%N/A0.005%
6/2/2025Modern Wealth Management LLC11,387$283K0.0%N/A0.003%
5/27/2025SWS Partners526,709$13.09M4.1%+12.1%0.123%
5/21/2025McAdam LLC355,075$8.83M0.5%-1.4%0.083%
5/21/2025Geneos Wealth Management Inc.2,696$67K0.0%+414.5%0.001%
5/20/2025Focus Partners Wealth219,828$5.47M0.0%+16.4%0.052%
5/20/2025Integrity Alliance LLC.8,245$205K0.0%N/A0.002%
5/19/2025Jane Street Group LLC158,279$3.94M0.0%+1,697.2%0.037%
5/19/2025Advisory Alpha LLC1,235,104$30.71M1.0%+134.0%0.289%
5/19/2025SCS Capital Management LLC124,297$3.09M0.0%N/A0.029%
5/16/2025Empowered Funds LLC387,280$9.60M0.1%-46.3%0.091%
5/16/2025Goldman Sachs Group Inc.59,079$1.47M0.0%N/A0.014%
5/16/2025Jones Financial Companies Lllp181,452$4.43M0.0%-19.9%0.043%
5/16/2025NewEdge Advisors LLC18,728$466K0.0%-73.1%0.004%
5/16/2025Integrated Wealth Concepts LLC31,635$786K0.0%-16.8%0.007%
5/16/2025Greenline Partners LLC2,412$60K0.0%-99.6%0.001%
5/15/2025EP Wealth Advisors LLC8,846$220K0.0%N/A0.002%
5/15/2025Focus Partners Advisor Solutions LLC16,074$400K0.0%N/A0.004%
5/15/2025Flputnam Investment Management Co.156,891$3.90M0.1%-39.3%0.037%
5/15/2025Royal Bank of Canada18,570,658$461.67M0.1%+16.5%4.351%
5/15/2025Centric Wealth Management315,849$7.85M2.0%+4.0%0.074%
5/15/2025Connecticut Wealth Management LLC12,142$302K0.0%N/A0.003%
5/15/2025Baird Financial Group Inc.1,031,679$25.65M0.0%+4.3%0.242%
5/15/2025OLD Mission Capital LLC18,958$471K0.0%N/A0.004%
5/15/2025Vident Advisory LLC310,319$7.72M0.1%+14.7%0.073%
5/15/2025Tortoise Investment Management LLC66,283$1.65M0.2%+88.8%0.016%
5/14/2025CreativeOne Wealth LLC258,414$6.42M0.2%+3.1%0.061%
5/14/2025Harvest Portfolios Group Inc.243,322$6.05M0.2%+9.5%0.057%
5/14/2025Comerica Bank84,392$2.10M0.0%+21.4%0.020%
5/14/2025Freedom Investment Management Inc.42,443$1.06M0.1%-4.6%0.010%
5/14/2025Napa Wealth Management20,259$504K0.3%N/A0.005%
5/14/2025Smartleaf Asset Management LLC8,049$200K0.0%+65.8%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.158,244$3.93M0.0%+17.4%0.037%
5/14/2025Kestra Advisory Services LLC172,321$4.28M0.0%+23.4%0.040%
5/14/2025Rede Wealth LLC44,060$1.10M0.4%+24.2%0.010%
5/14/2025Compound Planning Inc.84,662$2.11M0.1%+5.9%0.020%
5/14/2025Ameriprise Financial Inc.13,106,916$325.85M0.1%+3.4%3.071%
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5/14/2025CW Advisors LLC38,405$953K0.0%+51.5%0.009%
5/14/2025Summit Financial LLC584,327$14.53M0.4%+79.0%0.137%
5/14/2025Capital Analysts LLC12,947$322K0.0%+39.8%0.003%
5/14/2025Tradition Wealth Management LLC845,574$21.02M1.8%+5.4%0.198%
5/14/2025Venture Visionary Partners LLC44,893$1.12M0.0%-1.2%0.011%
5/14/2025HC Advisors LLC812,470$20.20M15.1%+6.2%0.190%
5/13/2025Keystone Global Partners LLC66,077$1.64M1.2%N/A0.015%
5/13/2025Seek First Inc.9,330$232K0.2%N/A0.002%
5/13/2025Raymond James Financial Inc.248,303$6.17M0.0%+7.9%0.058%
5/13/2025HighTower Advisors LLC129,806$3.23M0.0%-3.3%0.030%
5/12/2025Financial Engines Advisors L.L.C.103,228$2.57M0.0%-68.5%0.024%
5/12/2025Independent Advisor Alliance34,825$866K0.0%-18.9%0.008%
5/12/2025Cobblestone Capital Advisors LLC NY127,369$3.17M0.2%+5.4%0.030%
5/12/2025JFG Wealth Management LLC47,437$1.18M0.3%+7.2%0.011%
5/12/2025Benjamin Edwards Inc.283,321$7.04M0.1%+16.6%0.066%
5/12/2025Darrow Company Inc.341,685$8.49M4.7%+2.8%0.080%
5/12/2025Savvy Advisors Inc.70,855$1.76M0.2%+14.8%0.017%
5/12/2025National Bank of Canada FI69,549$1.73M0.0%+0.9%0.016%
5/12/2025WBH Advisory Inc.10,174$253K0.0%+16.1%0.002%
5/12/2025Alesco Advisors LLC26,325$654K0.0%+9.5%0.006%
5/12/2025One Degree Advisors Inc551,376$13.71M5.6%+88.5%0.129%
5/9/2025Charles Schwab Investment Management Inc.219,369,491$5.45B1.0%+1.0%51.399%
5/9/2025Exencial Wealth Advisors LLC422,840$10.51M0.4%+17.1%0.099%
5/9/2025PrairieView Partners LLC105,555$2.62M0.3%+28.1%0.025%
5/9/2025Bouchey Financial Group Ltd1,283,506$31.91M2.9%+6.8%0.301%
5/9/2025Atria Wealth Solutions Inc.41,222$1.03M0.0%+31.3%0.010%
5/9/2025Empower Advisory Group LLC21,264$529K0.0%-9.3%0.005%
5/9/2025W.H. Cornerstone Investments Inc.189,367$4.71M3.3%+7.8%0.044%
5/9/2025Earned Wealth Advisors LLC29,317$729K0.2%N/A0.007%
5/9/2025Blair William & Co. IL93,769$2.33M0.0%+3.1%0.022%
5/9/2025PNC Financial Services Group Inc.2,281$57K0.0%-21.2%0.001%
5/8/2025Altiora Financial Group LLC632,289$15.72M3.3%-1.0%0.149%
5/8/2025Commerce Bank34,048$846K0.0%+6.7%0.008%
5/8/2025Moors & Cabot Inc.16,358$407K0.0%-59.0%0.004%
5/8/2025US Bancorp DE6,624$165K0.0%+84.4%0.002%
5/8/2025Harbour Investments Inc.2,528$63K0.0%+54.9%0.001%
5/8/2025Foster & Motley Inc.1,332,570$33.13M2.1%-1.0%0.315%
5/8/2025Natixis Advisors LLC26,880$668K0.0%+101.4%0.006%
5/8/2025First National Trust Co1,061,527$26.39M1.1%+1.6%0.251%
5/8/2025Portland Financial Advisors Inc16,924$421K1.1%+8.1%0.004%
5/8/2025Brucke Financial Inc.31,500$791K0.7%+1.4%0.007%
5/8/2025XTX Topco Ltd8,645$215K0.0%N/A0.002%
5/7/2025Your Advocates Ltd. LLP782,889$19.46M7.5%+1.5%0.185%
5/7/2025Patten & Patten Inc. TN10,883$271K0.0%+5.1%0.003%
5/7/2025Foundations Investment Advisors LLC159,376$3.96M0.1%+9.0%0.038%
5/7/2025Meridian Management Co.81,318$2.02M0.6%-4.2%0.019%
5/7/2025Passive Capital Management LLC.127,113$3.16M1.0%+0.6%0.030%
5/7/2025Galvin Gaustad & Stein LLC996,700$24.78M2.2%+1.9%0.235%
5/7/2025Ridgewood Investments LLC12,312$306K0.1%-28.9%0.003%
5/7/2025LPL Financial LLC917,767$22.82M0.0%-8.0%0.217%
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5/7/2025Inspire Advisors LLC91,622$2.28M0.3%+8.3%0.022%
5/7/2025Keyvantage Wealth LLC450,566$11.20M5.5%N/A0.106%
5/7/2025HB Wealth Management LLC9,505$236K0.0%-7.4%0.002%
5/6/2025Assetmark Inc.1,544,000$38.38M0.1%+8,087.1%0.364%
5/6/2025Cetera Investment Advisers604,190$15.02M0.0%+2.2%0.143%
5/6/2025Avantax Advisory Services Inc.30,517$759K0.0%-2.1%0.007%
5/6/2025Lifeworks Advisors LLC8,815$219K0.0%+5.5%0.002%
5/6/2025Financial & Tax Architects LLC95,655$2.38M0.6%-5.4%0.023%
5/6/2025AE Wealth Management LLC7,411$184K0.0%-17.2%0.002%
5/6/2025Hendershot Investments Inc.110,913$2.76M0.4%+3.0%0.026%
(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, 484 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. ($5.45B), Charles Schwab Investment Advisory Inc. ($3.97B), Royal Bank of Canada ($461.67M), Ameriprise Financial Inc. ($325.85M), Bank of America Corp DE ($205.82M), Stifel Financial Corp ($188.96M), and JPMorgan Chase & Co. ($138.55M).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 462 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. ($136.20M), Royal Bank of Canada ($8.53M), Ameriprise Financial Inc. ($8.50M), JPMorgan Chase & Co. ($5.18M), Charles Schwab Investment Advisory Inc. ($4.41M), Bank of America Corp DE ($4.39M), and Stifel Financial Corp ($4.19M).

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

Institutional investors have bought a total of 227,164,043 shares in the last 24 months. This purchase volume represents approximately $5.56B in transactions.

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

Of the 136 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 ($1.05M), Bank of Montreal Can ($920.78K), Madison Asset Management LLC ($646.30K), Greenline Partners LLC ($601.20K), Creative Planning ($584.44K), and GenWealth Group Inc. ($430.03K).

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

Institutional investors have sold a total of 10,425,582 shares in the last 24 months. This volume of shares sold represents approximately $256.87M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 7/2/2025 by MarketBeat.com Staff
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