NYSEARCA:SCHR

Schwab Intermediate-Term U.S. Treasury ETF Institutional Ownership

$56.60

-0.17 (-0.30 %)

(As of 03/8/2021 04:15 PM ET)

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Today's Range

$56.58

Now: $56.60▼

$56.68

50-Day Range

$56.80

MA: $57.66▼

$58.07

52-Week Range

$54.61

Now: $56.60▼

$59.25

Volume957,205 shs

Average Volume609,911 shs

Market Capitalization$4.02 billion

P/E RatioN/A

Dividend Yield1.48%

BetaN/A

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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/2/2021	FormulaFolio Investments LLC	9,797	$0.57M	0.0%	+30.7%	0.014%
2/22/2021	Retirement Group LLC	4,724	$0.28M	0.1%	N/A	0.007%
2/19/2021	JPMorgan Chase & Co.	12,043,884	$701.20M	0.1%	+1,041.2%	17.557%
2/18/2021	Eudaimonia Partners LLC	10,000	$0.58M	0.1%	-3.0%	0.015%
2/17/2021	Salem Investment Counselors Inc.	37,620	$2.19M	0.1%	+33.6%	0.055%
2/17/2021	Warren Averett Asset Management LLC	36,459	$2.11M	0.2%	+5.9%	0.053%
2/17/2021	United Capital Financial Advisers LLC	5,735	$0.33M	0.0%	+3.3%	0.008%
2/17/2021	Jane Street Group LLC	11,417	$0.67M	0.0%	-93.9%	0.017%
2/17/2021	MidWestOne Financial Group Inc.	17,804	$1.04M	0.3%	-24.9%	0.026%
2/17/2021	Cetera Advisors LLC	91,023	$5.30M	0.2%	-4.1%	0.133%

2/16/2021	Morgan Stanley	267,655	$15.58M	0.0%	-3.7%	0.386%
2/16/2021	Captrust Financial Advisors	23,817	$1.39M	0.0%	-1.8%	0.034%
2/16/2021	Laidlaw Wealth Management LLC	37,367	$2.18M	0.5%	N/A	0.054%
2/16/2021	Kingsview Wealth Management LLC	162,517	$9.46M	0.7%	-6.2%	0.234%
2/16/2021	Kathmere Capital Management LLC	2,484	$0.15M	0.0%	-20.9%	0.004%
2/16/2021	Morningstar Investment Management LLC	322,597	$18.78M	2.1%	-9.0%	0.465%
2/16/2021	Benjamin F. Edwards & Company Inc.	9,477	$0.55M	0.0%	+29.7%	0.014%
2/13/2021	Reby Advisors LLC	224,133	$13.05M	3.4%	N/A	0.323%
2/12/2021	Stifel Financial Corp	2,307,424	$134.34M	0.2%	+15.5%	3.325%
2/12/2021	Sequoia Financial Advisors LLC	400,235	$23.30M	1.1%	-1.1%	0.577%
2/12/2021	Raymond James Financial Services Advisors Inc.	7,945	$0.46M	0.0%	-61.1%	0.011%
2/12/2021	LPL Financial LLC	54,199	$3.16M	0.0%	+21.0%	0.078%
2/12/2021	Change Path LLC	113,383	$6.60M	0.5%	+89.7%	0.163%
2/12/2021	Quantum Capital Management LLC NJ	127,808	$7.44M	1.0%	+1.5%	0.184%
2/12/2021	Mercer Global Advisors Inc. ADV	62,114	$3.62M	0.0%	+1.1%	0.089%
2/11/2021	Eqis Capital Management Inc.	91,342	$5.32M	0.6%	-3.3%	0.131%
2/11/2021	Morningstar Investment Services LLC	204,384	$11.90M	0.2%	+1.1%	0.294%
2/11/2021	Strategic Advisors LLC	25,935	$1.50M	0.4%	+12.0%	0.037%
2/11/2021	Krilogy Financial LLC	6,201	$0.36M	0.0%	+14.7%	0.009%
2/11/2021	Synovus Financial Corp	13,301	$0.77M	0.0%	-3.7%	0.019%
2/11/2021	Capital One Financial Corp	9,405	$0.55M	0.1%	+17.6%	0.013%
2/11/2021	Financial Engines Advisors L.L.C.	606,240	$35.30M	0.1%	+16.1%	0.869%
2/11/2021	RKL Wealth Management LLC	83,148	$4.84M	0.7%	-0.4%	0.119%
2/10/2021	Renaissance Technologies LLC	90,900	$5.29M	0.0%	+10.7%	0.130%
2/10/2021	Wealth Enhancement Advisory Services LLC	546,776	$31.65M	0.7%	+5.7%	0.783%
2/10/2021	Barrett Asset Management LLC	8,220	$0.48M	0.0%	-26.7%	0.012%
2/10/2021	Financial Advisory Service Inc.	48,796	$2.84M	0.3%	+67.3%	0.070%
2/10/2021	TrinityPoint Wealth LLC	53,733	$3.12M	0.7%	-0.7%	0.077%
2/10/2021	Beacon Wealthcare Inc	117,758	$6.86M	4.0%	-13.1%	0.169%
2/10/2021	Oakwell Private Wealth Management LLC	77,263	$4.50M	3.5%	N/A	0.111%
2/10/2021	Assetmark Inc.	118,156	$6.88M	0.0%	-24.4%	0.169%
2/10/2021	Alesco Advisors LLC	15,000	$0.87M	0.0%	+7.1%	0.021%
2/10/2021	Capital Directions Investment Advisors LLC	2,060	$0.12M	0.0%	+379.1%	0.003%
2/10/2021	Vista Capital Partners Inc.	11,474	$0.67M	0.1%	-4.9%	0.016%
2/10/2021	Tradewinds Capital Management LLC	1,770	$0.10M	0.0%	-56.2%	0.003%
2/10/2021	Towerpoint Wealth LLC	6,495	$0.38M	0.2%	-6.9%	0.009%
2/10/2021	HighTower Advisors LLC	4,290	$0.25M	0.0%	+12.8%	0.006%
2/10/2021	Roof Eidam & Maycock ADV	10,597	$0.62M	0.2%	-32.5%	0.015%
2/9/2021	Wells Fargo & Company MN	786,776	$45.81M	0.0%	+64.9%	1.127%
2/9/2021	Advisory Services Network LLC	6,591	$0.38M	0.0%	-37.5%	0.009%
2/9/2021	Sawtooth Solutions LLC	198,039	$11.53M	0.2%	+15.5%	0.284%
2/9/2021	D.B. Root & Company LLC	30,005	$1.75M	0.7%	-41.6%	0.042%
2/9/2021	STA Wealth Management LLC	397,564	$23.15M	2.2%	+55.6%	0.558%
2/9/2021	MCF Advisors LLC	4,690	$0.27M	0.0%	-9.4%	0.007%
2/9/2021	Meeder Asset Management Inc.	840	$49K	0.0%	+854.5%	0.001%
2/9/2021	Bank of New York Mellon Corp	7,816	$0.46M	0.0%	N/A	0.011%
2/9/2021	Patriot Investment Management Inc.	7,696	$0.45M	0.1%	-71.0%	0.011%
2/9/2021	Bangor Savings Bank	187,363	$10.91M	1.4%	-14.0%	0.263%
2/9/2021	Pinnacle Advisory Group Inc.	39,112	$2.28M	0.1%	+6.5%	0.055%
2/9/2021	Diversified Portfolios Inc.	19,550	$1.14M	0.4%	+45.4%	0.027%
2/9/2021	Cobblestone Capital Advisors LLC NY	65,713	$3.83M	0.3%	+49.1%	0.092%
2/9/2021	SeaCrest Wealth Management LLC	64,823	$3.77M	0.5%	+1.5%	0.091%
2/9/2021	Blair William & Co. IL	1,849	$0.11M	0.0%	-34.3%	0.003%
2/9/2021	Diligent Investors LLC	69,121	$4.02M	1.6%	+1.0%	0.097%
2/8/2021	HC Advisors LLC	361,486	$21.05M	14.4%	-3.5%	0.508%
2/8/2021	Resources Investment Advisors LLC.	6,023	$0.35M	0.0%	-24.1%	0.008%
2/8/2021	REDW Wealth LLC	8,548	$0.50M	0.2%	+30.8%	0.012%
2/5/2021	Signet Investment Advisory Group Inc.	1,317	$77K	0.1%	N/A	0.002%
2/5/2021	IndexIQ Advisors LLC	179,150	$10.43M	0.4%	+13.6%	0.253%
2/5/2021	TCF National Bank	19,520	$1.14M	0.1%	+30.0%	0.028%
2/5/2021	Koshinski Asset Management Inc.	35,486	$1.94M	0.2%	+13.1%	0.050%
2/5/2021	Dorsey & Whitney Trust CO LLC	5,051	$0.29M	0.0%	N/A	0.007%
2/5/2021	NEXT Financial Group Inc	5,324	$0.31M	0.0%	+147.6%	0.008%
2/5/2021	Ifrah Financial Services Inc.	52,976	$3.08M	1.0%	+0.5%	0.075%
2/5/2021	US Bancorp DE	6,963	$0.41M	0.0%	+57.2%	0.010%
2/4/2021	SVB Wealth Advisory Inc.	1,535	$89K	0.1%	-54.2%	0.002%
2/4/2021	Bond & Devick Financial Network Inc.	4,384	$0.26M	0.3%	N/A	0.006%
2/4/2021	Trustcore Financial Services LLC	3,536	$0.21M	0.0%	-42.7%	0.005%
2/4/2021	Galvin Gaustad & Stein LLC	75,735	$4.41M	0.5%	N/A	0.107%
2/4/2021	Johnson Financial Group LLC	6,443	$0.38M	0.1%	-15.1%	0.009%
2/4/2021	Meritage Portfolio Management	13,820	$0.81M	0.1%	N/A	0.020%
2/3/2021	West Coast Financial LLC	96,178	$5.60M	1.1%	-4.9%	0.137%
2/3/2021	Dynamic Advisor Solutions LLC	13,632	$0.79M	0.1%	-7.8%	0.019%
2/3/2021	Kaizen Financial Strategies	60,528	$3.52M	3.9%	N/A	0.086%
2/3/2021	Valmark Advisers Inc.	39,866	$2.32M	0.0%	+15.4%	0.057%
2/3/2021	Adventist Health System Sunbelt Healthcare Corp	46,400	$2.70M	0.1%	+3.4%	0.066%
2/2/2021	RFG Advisory LLC	9,570	$0.55M	0.1%	N/A	0.014%
2/2/2021	Hoover Financial Advisors Inc.	13,555	$0.78M	0.2%	-2.6%	0.019%
2/2/2021	Proequities Inc.	9,796	$0.57M	0.0%	N/A	0.014%
2/2/2021	Koshinski Asset Management Inc.	12,340	$0.34M	0.1%	-60.7%	0.017%
2/2/2021	Novak Financial Planning LLC	11,349	$0.66M	0.4%	N/A	0.016%
2/2/2021	Successful Portfolios LLC	21,603	$1.26M	0.9%	+1.5%	0.030%
2/1/2021	Ausdal Financial Partners Inc.	34,664	$2.02M	0.4%	+22.9%	0.049%
2/1/2021	Hanson & Doremus Investment Management	3,988	$0.23M	0.1%	-22.8%	0.006%
2/1/2021	AE Wealth Management LLC	203,259	$11.83M	0.1%	+17.6%	0.286%
2/1/2021	Foster & Motley Inc.	224,695	$13.08M	1.3%	+17.9%	0.316%
2/1/2021	Clear Perspectives Financial Planning LLC	155,878	$9.08M	5.8%	N/A	0.219%
2/1/2021	Harvest Group Wealth Management LLC	158,901	$9.25M	5.5%	+22.1%	0.230%
2/1/2021	WT Wealth Management	35,959	$2.09M	1.1%	+8.7%	0.052%
1/30/2021	RHS Financial LLC	79,471	$4.63M	4.0%	+6.0%	0.115%

(Data available from 1/1/2016 forward)

This page was last updated on 3/8/2021 by MarketBeat.com Staff

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Schwab Intermediate-Term U.S. Treasury ETF Institutional Ownership

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Adding Schwab Intermediate-Term U.S. Treasury ETF

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

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