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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.25 +0.03 (+0.12%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$291.09M
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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
8/27/2026 Corient Private Wealth LP21,590$532K0.0%-51.3%0.004%
8/23/2026 Studio Investment Management LLC56,923$1.40M0.2%+18.0%0.010%
8/23/2026 Angeles Wealth Management LLC1,419$35K0.0%N/A0.000%
8/22/2026 Noble Wealth Partners LLC127,847$3.15M2.7%N/A0.023%
8/22/2026 Compass Financial Management LLC9,460$233K0.0%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC8,537$211K0.1%N/A0.002%
8/22/2026 Cooke Wealth Management LLC269,027$6.63M5.4%+2.5%0.049%
8/22/2026 Cornerstone Advisors Asset Management LLC10,354$239K0.0%N/A0.002%
8/22/2026 K2 Financial Inc.96,470$2.23M1.6%N/A0.018%
8/22/2026 Investor s Fiduciary Advisor Network LLC9,464$218K0.1%N/A0.002%
8/22/2026 Kickstand Ventures LLC.395,961$9.16M1.7%N/A0.073%
8/22/2026 Concurrent Investment Advisors LLC10,981$254K0.0%N/A0.002%
8/21/2026 Alley Investment Management Company LLC15,324$354K0.0%N/A0.003%
8/21/2026 Lowery Thomas LLC159,791$3.70M1.8%N/A0.029%
8/21/2026 Leo H. Evart Inc.52,899$1.22M1.0%N/A0.010%
8/21/2026 Fairway Financial LLC276,475$6.40M4.4%N/A0.051%
8/21/2026 WorthPointe LLC569,571$14.05M3.4%+2.3%0.104%
8/21/2026 Aletheian Wealth Advisors LLC36,183$837K0.4%N/A0.007%
8/21/2026 Continuum Advisory LLC1,980$46K0.0%N/A0.000%
8/21/2026 Williams Financial LLC121,041$2.99M1.5%+7.6%0.022%
8/21/2026 Emergent Wealth Advisors LLC49,741$1.15M0.6%N/A0.009%
8/21/2026 Beacon Financial Advisory LLC71,200$1.65M0.3%N/A0.013%
8/21/2026 Chesapeake Wealth Management133,559$3.09M0.9%N/A0.025%
8/21/2026 Acorn Wealth Advisors LLC10,428$241K0.1%N/A0.002%
8/21/2026 Investors Research Corp7,094$164K0.0%+3,841.1%0.001%
8/21/2026 Financial Life Advisors1,573,243$36.39M10.3%N/A0.289%
8/12/2026 Compass Financial Management LLC9,460$233K0.0%N/A0.002%
7/10/2026 GenWealth Group Inc.101,498$2.50M0.4%+1.4%0.019%
7/10/2026 Charles Schwab Trust Co89,774$2.21M0.1%+4.4%0.017%
7/10/2026 Mendota Financial Group LLC115,172$2.84M1.8%+13.6%0.021%
7/10/2026 Wealthcare Advisory Partners LLC64,652$1.59M0.0%+31.9%0.012%
7/9/2026 Focus Financial Network Inc.69,072$1.70M0.1%-5.9%0.013%
7/8/2026 MFG Wealth Management Inc.62,481$1.54M1.1%+3.7%0.012%
7/8/2026 Attessa Capital LLC450,916$11.12M5.0%+6.8%0.083%
7/8/2026 Evanson Financial LLC11,530$284K0.0%N/A0.002%
7/8/2026 Hardin Capital Partners LLC18,706$462K0.2%-5.1%0.003%
7/7/2026 Fermata Advisors LLC125,125$3.09M0.6%+24.6%0.023%
7/7/2026 Dynamic Advisor Solutions LLC128,838$3.18M0.1%+6.4%0.024%
7/7/2026 CoreCap Advisors LLC31,878$786K0.0%-34.7%0.006%
7/6/2026 Bangor Savings Bank9,958$246K0.0%-15.1%0.002%
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7/6/2026 Stableford Capital II LLC74,848$1.85M0.6%-65.1%0.014%
7/6/2026 RDA Financial Network9,365$231K0.1%N/A0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB3,137$77K0.0%-99.3%0.001%
7/1/2026 Beacon Wealthcare LLC1,437,622$35.45M11.4%+2.0%0.274%
6/3/2026 Stillwater Private Wealth LLC81,385$2.03M1.7%N/A0.015%
6/3/2026 NewEdge Advisors LLC48,279$1.20M0.0%-22.0%0.009%
5/29/2026 Asset Dedication LLC1,472$37K0.0%+52.7%0.000%
5/27/2026 Allen Capital Group LLC11,299$281K0.0%+40.3%0.002%
5/22/2026 WNY Asset Management LLC16,288$406K0.0%N/A0.003%
5/22/2026 Verus Capital Partners LLC10,102$252K0.0%+6.3%0.002%
5/21/2026 Compass Capital Management Inc.14,824$369K0.0%-8.0%0.003%
5/21/2026 Essential Partners LLC47,110$1.17M0.4%+3.4%0.009%
5/21/2026 JDM Financial Group LLC87,999$2.19M0.5%-35.2%0.017%
5/19/2026 Bank of America Corp DE6,189,094$154.17M0.0%+19.7%1.178%
5/18/2026 EverSource Wealth Advisors LLC39,184$976K0.0%-3.9%0.007%
5/18/2026 Royal Bank of Canada17,334,539$431.81M0.1%+1.5%3.301%
5/18/2026 Empowered Funds LLC1,933,622$48.02M0.3%+35.9%0.368%
5/16/2026 Quantinno Capital Management LP11,764$293K0.0%+19.3%0.002%
5/15/2026 Intelligence Driven Advisers LLC1,640,713$40.87M7.1%-7.3%0.312%
5/15/2026 Waverly Advisors LLC794,905$19.80M0.1%+1,269.1%0.151%
5/15/2026 Asset Management Group Inc.53,320$1.33M0.2%+8.7%0.010%
5/14/2026 Renaissance Technologies LLC129,700$3.23M0.0%+188.2%0.025%
5/14/2026 Compound Planning Inc.58,792$1.47M0.0%-46.9%0.011%
5/14/2026 Modern Wealth Management LLC8,633$214K0.0%-23.5%0.002%
5/13/2026 Cetera Investment Advisers1,151,786$28.69M0.0%+25.7%0.219%
5/13/2026 Wealthspire Retirement LLC44,087$1.10M0.1%+10.7%0.008%
5/12/2026 CacheTech Inc.111,250$2.77M0.5%+8.6%0.021%
5/8/2026 PNC Financial Services Group Inc.12,606$314K0.0%+10.7%0.002%
5/8/2026 Madison Asset Management LLC779,954$19.43M0.2%-31.1%0.149%
5/8/2026 Cassaday & Co Wealth Management LLC4,569$114K0.0%N/A0.001%
5/7/2026 Van Strum & Towne Inc.27,245$679K0.2%+10.0%0.005%
5/7/2026 Scarborough Advisors LLC388,797$9.69M1.1%N/A0.074%
5/7/2026 Spartan Wealth Advisory Services LLC9,179$229K0.0%N/A0.002%
5/6/2026 Cornerstone Planning Group LLC3,321$82K0.0%+974.8%0.001%
5/6/2026 Hamilton Point Investment Advisors LLC1,100$27K0.0%N/A0.000%
5/6/2026 Assetmark Inc.144,058$3.59M0.0%-4.3%0.027%
5/6/2026 Frisch Financial Group Inc.36,798$917K0.2%N/A0.007%
5/5/2026 Milestone Investment Advisors LLC9,522$237K0.1%+119.4%0.002%
5/5/2026 Ethos Financial Group LLC13,834$345K0.0%-81.5%0.003%
5/5/2026Signet Financial Management LLC261,725$6.52M0.7%+41.0%0.050%
5/5/2026 SouthState Bank Corp5,208$130K0.0%N/A0.001%
5/5/2026 Meridian Management Co.13,234$330K0.1%-47.1%0.003%
5/5/2026 Sanctuary Advisors LLC24,010$598K0.0%+4.1%0.005%
5/5/2026 Sigma Planning Corp16,183$403K0.0%-26.8%0.003%
5/5/2026 Wealthgarden F.S. LLC51,707$1.29M0.9%+33.8%0.010%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC351,842$8.76M7.1%-0.3%0.067%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management22,879$570K0.0%+2.6%0.004%
5/4/2026 Archer Investment Corp4,782$119K0.0%+17.5%0.001%
5/4/2026 Chicago Partners Investment Group LLC8,847$220K0.0%N/A0.002%
5/2/2026 Diversify Wealth Management LLC1,283,662$31.80M0.6%+54.4%0.244%
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5/2/2026 Valmark Advisers Inc.337,941$8.42M0.1%-16.9%0.064%
5/1/2026 Kaizen Financial Strategies86,789$2.16M1.0%-7.2%0.017%
5/1/2026 Midwest Trust Co499,367$12.44M0.2%-48.0%0.095%
5/1/2026 Fifth Third Bancorp92,156$2.30M0.0%+6,403.6%0.018%
5/1/2026 Oakwell Private Wealth Management LLC433,206$10.79M1.9%+4.1%0.082%
5/1/2026 Farrow Financial Inc.162,488$4.05M2.3%+15.4%0.031%
5/1/2026 Simplicity Wealth LLC12,458$310K0.0%-71.6%0.002%
5/1/2026 Sequoia Financial Advisors LLC22,464$560K0.0%-32.9%0.004%
4/30/2026 Kestra Advisory Services LLC242,418$6.04M0.0%+2.6%0.047%
4/30/2026 Your Advocates Ltd. LLP1,002,894$24.98M7.6%+15.1%0.194%


SCHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 560 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. ($5.98B), Royal Bank of Canada ($431.81M), Ameriprise Financial Inc. ($343.72M), Stifel Financial Corp ($181.84M), Bank of America Corp DE ($154.17M), JPMorgan Chase & Co. ($130.43M), and Exchange Traded Concepts LLC ($101.06M).Learn more on Schwab Intermediate-Term U.S. Treasury ETF's institutional investors.

Of the 548 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. ($148.64M), Ameriprise Financial Inc. ($9.37M), Royal Bank of Canada ($8.15M), Bank of America Corp DE ($6.16M), JPMorgan Chase & Co. ($4.85M), Stifel Financial Corp ($4.04M), and Exchange Traded Concepts LLC ($4.03M).

Institutional investors have bought a total of 48,191,147 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Of the 149 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: Royal Bank of Canada ($2.48M), Assetmark Inc. ($1.47M), Stifel Financial Corp ($1.36M), Midwest Trust Co ($460.67K), MassMutual Private Wealth & Trust FSB ($449.95K), Madison Asset Management LLC ($427.56K), and Tradewinds Capital Management LLC ($423.97K).

Institutional investors have sold a total of 11,622,335 shares in the last 24 months. This volume of shares sold represents approximately $291.09M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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