Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free SCHR Stock Alerts

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

Schwab Intermediate-Term U.S. Treasury ETF logo
$23.74 +0.03 (+0.13%)
Closing price 04:10 PM Eastern
Extended Trading
$23.74 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$474.74M
Get SCHR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Intermediate-Term U.S. Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHR Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Twele Capital Management Inc.23,609$560K0.1%N/A0.004%
10/13/2026Fagan Associates Inc.20,832$494K0.1%N/A0.004%
10/13/2026Downshift Financial LLC829,751$19.67M8.5%+14.2%0.150%
10/13/2026Refined Wealth Management244,580$5.80M3.2%+4.8%0.044%
10/13/2026Fragasso Financial Advisors Inc10,275$244K0.0%N/A0.002%
10/13/2026Fermata Advisors LLC186,303$4.42M0.9%+29.9%0.034%
10/13/2026Avior Wealth Management LLC60,660$1.44M0.0%N/A0.011%
10/9/2026Kaizen Financial Strategies56,319$1.34M0.5%-28.7%0.010%
10/9/2026Successful Portfolios LLC71,369$1.69M0.8%+0.9%0.013%
10/9/2026Bullock Wealth Management Group3,551$84K0.0%-54.8%0.001%
10/9/2026Chapin Davis Inc.14,827$351K0.1%N/A0.003%
10/9/2026Hardin Capital Partners LLC18,296$434K0.2%-52.7%0.003%
10/9/2026Attessa Capital LLC452,044$10.71M6.1%+0.3%0.082%
10/9/2026Galvin Gaustad & Stein LLC1,103,037$26.14M2.0%-1.0%0.199%
10/8/2026Farther Finance Advisors LLC149,453$3.54M0.0%-68.4%0.027%
10/8/2026CoreCap Advisors LLC36,371$862K0.0%-1.5%0.007%
10/8/2026Avidian Wealth Enterprises LLC2,528,415$59.92M1.7%N/A0.456%
10/7/2026Mendota Financial Group LLC159,275$3.78M2.3%+38.3%0.029%
10/6/2026Bangor Savings Bank9,958$236K0.0%-99.9%0.002%
10/5/2026Rosenberg Matthew Hamilton2,041$48K0.0%-18.4%0.000%
10/5/2026FC Advisory LLC9,346$221K0.1%-39.4%0.002%
10/2/2026 Beacon Wealthcare LLC1,449,762$34.36M10.9%+0.8%0.262%
9/23/2026Envestnet Portfolio Solutions Inc.151,051$3.73M0.0%+398.0%0.027%
9/23/2026Envestnet Asset Management Inc.9,469,330$233.51M0.0%+103.7%1.714%
9/9/2026Tortoise Investment Management LLC95,958$2.37M0.2%+47.8%0.018%
9/9/2026Sequoia Financial Advisors LLC66,080$1.63M0.0%+194.2%0.012%
9/9/2026Tidal Investments LLC507,102$12.51M0.0%+3.8%0.093%
9/9/2026Capital Analysts LLC17,288$426K0.0%-3.0%0.003%
9/9/2026NorthRock Partners LLC74,296$1.83M0.0%+176.4%0.014%
9/9/2026Integrated Wealth Concepts LLC58,124$1.43M0.0%+74.9%0.011%
9/9/2026NewEdge Advisors LLC36,201$893K0.0%-25.0%0.007%
9/9/2026IFP Advisors Inc71,320$1.76M0.0%+20.7%0.013%
9/9/2026Baird Financial Group Inc.1,714,671$42.28M0.1%+18.6%0.315%
9/9/2026XY Planning Network Inc.35,557$877K0.1%+29.7%0.007%
9/8/2026Allworth Financial LP859,244$21.19M0.1%-3.4%0.158%
9/8/2026Waverly Advisors LLC842,589$20.78M0.1%+6.0%0.155%
9/4/2026Parkside Financial Bank & Trust39,943$985K0.1%+70.5%0.007%
8/27/2026Corient Private Wealth LP21,590$532K0.0%-51.3%0.004%
8/23/2026Studio Investment Management LLC56,923$1.40M0.2%+18.0%0.010%
8/23/2026Angeles Wealth Management LLC1,419$35K0.0%N/A0.000%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
8/22/2026Noble Wealth Partners LLC127,847$3.15M2.7%N/A0.023%
8/22/2026Compass Financial Management LLC9,460$233K0.0%N/A0.002%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC8,537$211K0.1%N/A0.002%
8/22/2026Cooke Wealth Management LLC269,027$6.63M5.4%+2.5%0.049%
8/22/2026Cornerstone Advisors Asset Management LLC10,354$239K0.0%N/A0.002%
8/22/2026K2 Financial Inc.96,470$2.23M1.6%N/A0.018%
8/22/2026Investor s Fiduciary Advisor Network LLC9,464$218K0.1%N/A0.002%
8/22/2026Kickstand Ventures LLC.395,961$9.16M1.7%N/A0.073%
8/22/2026Concurrent Investment Advisors LLC10,981$254K0.0%N/A0.002%
8/21/2026Alley Investment Management Company LLC15,324$354K0.0%N/A0.003%
8/21/2026Lowery Thomas LLC159,791$3.70M1.8%N/A0.029%
8/21/2026Leo H. Evart Inc.52,899$1.22M1.0%N/A0.010%
8/21/2026Fairway Financial LLC276,475$6.40M4.4%N/A0.051%
8/21/2026WorthPointe LLC569,571$14.05M3.4%+2.3%0.104%
8/21/2026Aletheian Wealth Advisors LLC36,183$837K0.4%N/A0.007%
8/21/2026Continuum Advisory LLC1,980$46K0.0%N/A0.000%
8/21/2026Williams Financial LLC121,041$2.99M1.5%+7.6%0.022%
8/21/2026Emergent Wealth Advisors LLC49,741$1.15M0.6%N/A0.009%
8/21/2026Beacon Financial Advisory LLC71,200$1.65M0.3%N/A0.013%
8/21/2026Chesapeake Wealth Management133,559$3.09M0.9%N/A0.025%
8/21/2026Acorn Wealth Advisors LLC10,428$241K0.1%N/A0.002%
8/21/2026Investors Research Corp7,094$164K0.0%+3,841.1%0.001%
8/21/2026Financial Life Advisors1,573,243$36.39M10.3%N/A0.289%
8/12/2026Compass Financial Management LLC9,460$233K0.0%N/A0.002%
7/10/2026GenWealth Group Inc.101,498$2.50M0.4%+1.4%0.019%
7/10/2026Charles Schwab Trust Co89,774$2.21M0.1%+4.4%0.017%
7/10/2026Mendota Financial Group LLC115,172$2.84M1.8%+13.6%0.021%
7/10/2026Wealthcare Advisory Partners LLC64,652$1.59M0.0%+31.9%0.012%
7/9/2026Focus Financial Network Inc.69,072$1.70M0.1%-5.9%0.013%
7/8/2026MFG Wealth Management Inc.62,481$1.54M1.1%+3.7%0.012%
7/8/2026Attessa Capital LLC450,916$11.12M5.0%+6.8%0.083%
7/8/2026Evanson Financial LLC11,530$284K0.0%N/A0.002%
7/8/2026Hardin Capital Partners LLC18,706$462K0.2%-5.1%0.003%
7/7/2026Fermata Advisors LLC125,125$3.09M0.6%+24.6%0.023%
7/7/2026Dynamic Advisor Solutions LLC128,838$3.18M0.1%+6.4%0.024%
7/7/2026CoreCap Advisors LLC31,878$786K0.0%-34.7%0.006%
7/6/2026Bangor Savings Bank9,958$246K0.0%-15.1%0.002%
7/6/2026Stableford Capital II LLC74,848$1.85M0.7%-65.1%0.014%
7/6/2026RDA Financial Network9,365$231K0.1%N/A0.002%
7/2/2026MassMutual 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%
6/3/2026Stillwater Private Wealth LLC81,385$2.03M1.7%N/A0.015%
6/3/2026NewEdge Advisors LLC48,279$1.20M0.0%-22.0%0.009%
5/29/2026Asset Dedication LLC1,472$37K0.0%+52.7%0.000%
5/27/2026Allen Capital Group LLC11,299$281K0.0%+40.3%0.002%
5/22/2026WNY Asset Management LLC16,288$406K0.0%N/A0.003%
5/22/2026Verus Capital Partners LLC10,102$252K0.0%+6.3%0.002%
5/21/2026Compass Capital Management Inc.14,824$369K0.0%-8.0%0.003%
5/21/2026Essential Partners LLC47,110$1.17M0.4%+3.4%0.009%
5/21/2026JDM Financial Group LLC87,999$2.19M0.5%-35.2%0.017%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/19/2026Bank of America Corp DE6,189,094$154.17M0.0%+19.7%1.178%
5/18/2026EverSource Wealth Advisors LLC39,184$976K0.0%-3.9%0.007%
5/18/2026Royal Bank of Canada17,334,539$431.81M0.1%+1.5%3.301%
5/18/2026Empowered Funds LLC1,933,622$48.02M0.3%+35.9%0.368%
5/16/2026Quantinno Capital Management LP11,764$293K0.0%+19.3%0.002%
5/15/2026Intelligence Driven Advisers LLC1,640,713$40.87M7.1%-7.3%0.312%
5/15/2026Waverly Advisors LLC794,905$19.80M0.1%+1,269.1%0.151%
5/15/2026Asset Management Group Inc.53,320$1.33M0.2%+8.7%0.010%
5/14/2026Renaissance Technologies LLC129,700$3.23M0.0%+188.2%0.025%
5/14/2026Compound Planning Inc.58,792$1.47M0.0%-46.9%0.011%


SCHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 561 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), Envestnet Asset Management Inc. ($233.51M), Stifel Financial Corp ($181.84M), Bank of America Corp DE ($154.17M), and JPMorgan Chase & Co. ($130.43M).Learn more on Schwab Intermediate-Term U.S. Treasury ETF's institutional investors.

Of the 546 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), Envestnet Asset Management Inc. ($7.80M), Bank of America Corp DE ($6.16M), JPMorgan Chase & Co. ($4.85M), and Stifel Financial Corp ($4.04M).

Institutional investors have bought a total of 55,676,394 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 151 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: Bangor Savings Bank ($7.55M), 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), and Madison Asset Management LLC ($427.56K).

Institutional investors have sold a total of 19,382,510 shares in the last 24 months. This volume of shares sold represents approximately $474.74M 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 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel