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

$58.59
+0.25 (+0.43 %)
(As of 03/27/2020 04:00 PM ET)
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Today's Range
$58.45
Now: $58.59
$58.67
50-Day Range
$55.63
MA: $56.95
$58.50
52-Week Range
$53.20
Now: $58.59
$59.25
Volume805,228 shs
Average Volume839,703 shs
Market Capitalization$4.88 billion
P/E RatioN/A
Dividend Yield2.15%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA SCHR) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/24/2020SVB Wealth Advisory Inc.2,704$0.15M0.1%N/A0.003%
2/28/2020Sofos Investments Inc.5,843$0.11M0.1%-30.5%0.007%
2/26/2020Capital Wealth Planning LLC16,652$0.92M0.1%+6.1%0.019%
2/18/2020IHT Wealth Management LLC11,131$0.61M0.1%+2.3%0.013%
2/18/2020Resonant Capital Advisors LLC88,645$4.87M1.5%N/A0.100%
2/17/2020Ladenburg Thalmann Financial Services Inc.37,154$2.04M0.0%+84.1%0.042%
2/14/2020Captrust Financial Advisors37,174$2.05M0.0%-19.3%0.042%
2/14/2020Jane Street Group LLC205,356$11.28M0.0%+433.5%0.232%
2/14/2020Bank of America Corp DE25,970$1.43M0.0%-24.0%0.029%
2/14/2020USAdvisors Wealth Management LLC55,858$3.07M1.6%-0.7%0.063%
2/14/2020UBS Group AG54,190$2.98M0.0%+4.9%0.061%
2/14/2020Alesco Advisors LLC14,000$0.77M0.0%N/A0.016%
2/13/2020Sullivan Bruyette Speros & Blaney LLC2,442$0.13M0.0%-70.3%0.003%
2/13/2020Sequoia Financial Advisors LLC380,564$20.90M1.3%+13.6%0.430%
2/13/2020Carnegie Capital Asset Management LLC4,426$0.24M0.0%-13.0%0.005%
2/13/2020NWK Group Inc.479$26K0.0%N/A0.001%
2/13/2020Charles Schwab Investment Advisory Inc.48,463,330$2.66B3.8%+4.4%55.041%
2/13/2020Seascape Capital Management55,847$3.07M2.2%N/A0.063%
2/13/2020Financial Engines Advisors L.L.C.187,927$10.32M0.0%+11.2%0.213%
2/13/2020Mercer Global Advisors Inc. ADV58,924$3.24M0.1%+5.9%0.067%
2/13/2020Stifel Financial Corp1,822,699$99.72M0.2%+3.8%2.070%
2/13/2020STA Wealth Management LLC4,066$0.22M0.0%N/A0.005%
2/13/2020Change Path LLC41,173$2.26M0.4%+32.9%0.047%
2/12/2020Advisor Group Inc.19,295$1.06M0.0%+44.6%0.022%
2/12/2020Raymond James & Associates5,566$0.31M0.0%N/A0.006%
2/12/2020Wealthsource Partners LLC35,375$1.94M0.3%-81.8%0.040%
2/12/2020CBIZ Investment Advisory Services LLC1,238$68K0.0%N/A0.001%
2/12/2020Madison Asset Management LLC549,623$30.19M0.5%N/A0.624%
2/11/2020Capital One National Association7,122$0.39M0.1%N/A0.008%
2/11/2020Envestnet Asset Management Inc.14,892$0.82M0.0%-98.6%0.017%
2/11/2020Swaine & Leidel Wealth Services LLC15,982$0.88M0.7%-2.4%0.018%
2/11/2020Cambridge Associates LLC MA ADV80,666$4.43M0.5%+188.3%0.092%
2/10/2020BCS Wealth Management6,956$0.38M0.3%N/A0.008%
2/10/2020Almanack Investment Partners LLC.53,913$2.96M0.6%-65.9%0.061%
2/10/2020Bank of Montreal Can33,111$1.82M0.0%+2.6%0.038%
2/10/2020LVW Advisors LLC101,699$5.59M1.3%-7.9%0.116%
2/10/2020BerganKDV Wealth Management LLC740,182$40.66M7.2%-0.7%0.844%
2/10/2020Great Valley Advisor Group Inc.4,499$0.25M0.1%-39.9%0.005%
2/10/2020Cetera Advisors LLC78,285$4.31M0.2%-0.7%0.089%
2/7/2020Resources Investment Advisors LLC.24,997$1.37M0.1%N/A0.028%
2/7/2020FMR LLC2,451$0.14M0.0%-26.9%0.003%
2/7/2020MCF Advisors LLC26,304$1.45M0.2%-1.0%0.030%
2/7/2020Warren Averett Asset Management LLC32,833$1.83M0.2%-2.3%0.037%
2/7/2020Fagan Associates Inc.17,746$0.98M0.3%-1.4%0.020%
2/7/2020Lederer & Associates Investment Counsel CA9,673$0.53M0.5%N/A0.011%
2/7/2020Comerica Bank8,515$0.48M0.0%-4.1%0.010%
2/7/2020Independent Advisor Alliance8,282$0.46M0.0%+4.9%0.009%
2/7/2020Anderson Fisher LLC9,124$0.50M0.2%+22.9%0.010%
2/7/2020PNC Financial Services Group Inc.4,686$0.26M0.0%+8.9%0.005%
2/6/2020Benjamin F. Edwards & Company Inc.6,373$0.35M0.0%+6.3%0.007%
2/6/2020Moloney Securities Asset Management LLC5,072$0.28M0.1%+29.3%0.006%
2/6/2020Synovus Financial Corp13,195$0.73M0.0%+3.4%0.015%
2/6/2020Sandy Spring Bank833$46K0.0%N/A0.001%
2/6/2020Steel Peak Wealth Management LLC237,077$13.02M1.8%N/A0.270%
2/6/2020TrinityPoint Wealth LLC35,912$1.97M0.7%+2.5%0.041%
2/6/2020IndexIQ Advisors LLC33,618$1.85M0.1%-81.9%0.038%
2/5/2020Wealth Enhancement Advisory Services LLC828,809$45.53M1.6%+13.5%0.950%
2/5/2020Strategic Advisors LLC17,630$0.97M0.3%+9.5%0.020%
2/4/2020Tradewinds Capital Management LLC22,952$1.26M0.4%N/A0.026%
2/4/2020Peachtree Investment Partners LLC700$38K0.0%N/A0.001%
2/4/2020First National Trust Co47,857$2.63M0.2%+35.9%0.055%
2/4/2020Vista Capital Partners Inc.17,933$0.99M0.2%-6.3%0.021%
2/4/2020Buckingham Asset Management LLC162,097$8.90M0.9%+7.0%0.186%
2/4/2020RKL Wealth Management LLC82,858$4.55M0.8%+0.8%0.092%
2/4/2020Advisory Services Network LLC17,492$0.96M0.1%+123.5%0.019%
2/4/2020Spectrum Management Group Inc.1,990$0.11M0.0%+449.7%0.002%
2/4/2020Diversified Portfolios Inc.13,445$0.74M0.3%+3.8%0.015%
2/4/2020Capital Investment Advisory Services LLC18,052$0.99M0.3%+198.9%0.020%
2/3/2020Juncture Wealth Strategies LLC36,624$2.01M1.6%-0.6%0.041%
1/31/2020Financial Advisory Service Inc.23,546$1.29M0.2%+4.2%0.027%
1/31/2020Kingsview Wealth Management LLC133,000$7.31M0.8%+68.7%0.153%
1/30/2020Cardan Capital Partners LLC222,513$12.22M1.6%+4.5%0.256%
1/30/2020Kingsview Wealth Management LLC21,619$1.15M0.4%-72.6%0.025%
1/30/2020Creative Planning9,868$0.54M0.0%-6.9%0.011%
1/30/2020Litman Gregory Asset Management LLC1,915$0.11M0.0%N/A0.002%
1/30/2020SignalPoint Asset Management LLC33,813$1.86M0.8%+14.3%0.039%
1/29/2020Koshinski Asset Management Inc.22,196$1.22M0.2%N/A0.026%
1/29/2020Wealthcare Capital Management LLC33,710$1.85M0.2%-1.3%0.039%
1/29/2020Knowledge Leaders Capital LLC110,873$6.09M11.2%+1,191.9%0.128%
1/29/2020Charles Schwab Trust Co194,350$10.68M4.2%-3.8%0.224%
1/27/2020Northwest Capital Management Inc275,282$15.12M13.8%+22.0%0.318%
1/27/2020WT Wealth Management37,200$2.04M1.6%+10.1%0.043%
1/27/2020Columbus Macro LLC10,758$0.59M0.1%+116.3%0.012%
1/27/2020CWM LLC1,998$0.11M0.0%+13,220.0%0.002%
1/27/2020Harvest Group Wealth Management LLC135,113$7.42M6.5%-5.4%0.155%
1/24/2020Your Advocates Ltd. LLP149,153$8.19M6.5%N/A0.171%
1/24/2020Eqis Capital Management Inc.99,853$5.49M0.5%-1.1%0.115%
1/24/2020Relaxing Retirement Coach225,573$12.40M3.6%+3.2%0.259%
1/23/2020Successful Portfolios LLC36,564$2.01M1.8%-5.8%0.042%
1/23/2020Twele Capital Management Inc.11,756$0.65M0.1%+36.7%0.013%
1/23/2020McAdam LLC84,857$4.66M1.1%+5.4%0.098%
1/22/2020Financial Consulate Inc.163,051$8.96M4.0%+9.3%0.188%
1/22/2020Savior LLC20,059$1.10M1.5%N/A0.023%
1/22/2020RFG Advisory LLC5,487$0.30M0.1%N/A0.006%
1/21/2020Hudock Capital Group LLC3,286$0.18M0.1%-53.1%0.004%
1/21/2020Vision Capital Management Inc.17,096$0.94M0.2%+28.0%0.020%
1/17/2020West Coast Financial LLC109,690$6.03M1.3%+20.2%0.127%
1/17/2020Vigilant Capital Management LLC770$42K0.0%-82.2%0.001%
1/17/2020GPM Growth Investors Inc.80,442$4.42M3.2%N/A0.093%
1/17/2020Compass Ion Advisors LLC6,680$0.37M0.2%N/A0.008%
(Data available from 1/1/2016 forward)
This page was last updated on 3/28/2020 by MarketBeat.com Staff

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