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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.40 +0.05 (+0.21%)
As of 07/24/2026 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)
363
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$344.98M
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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
7/10/2026 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%
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%
6/3/2026Stillwater 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%
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%
5/14/2026Modern Wealth Management LLC8,633$214K0.0%-23.5%0.002%
5/13/2026Cetera Investment Advisers1,151,786$28.69M0.0%+25.7%0.219%
5/13/2026Wealthspire Retirement LLC44,087$1.10M0.1%+10.7%0.008%
5/12/2026CacheTech Inc.111,250$2.77M0.5%+8.6%0.021%
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5/8/2026PNC Financial Services Group Inc.12,606$314K0.0%+10.7%0.002%
5/8/2026Madison Asset Management LLC779,954$19.43M0.2%-31.1%0.149%
5/8/2026Cassaday & Co Wealth Management LLC4,569$114K0.0%N/A0.001%
5/7/2026Van Strum & Towne Inc.27,245$679K0.2%+10.0%0.005%
5/7/2026 Scarborough Advisors LLC388,797$9.69M1.1%N/A0.074%
5/7/2026Spartan Wealth Advisory Services LLC9,179$229K0.0%N/A0.002%
5/6/2026Cornerstone Planning Group LLC3,321$82K0.0%+974.8%0.001%
5/6/2026Hamilton Point Investment Advisors LLC1,100$27K0.0%N/A0.000%
5/6/2026Assetmark Inc.144,058$3.59M0.0%-4.3%0.027%
5/6/2026Frisch Financial Group Inc.36,798$917K0.2%N/A0.007%
5/5/2026Milestone Investment Advisors LLC9,522$237K0.1%+119.4%0.002%
5/5/2026Ethos Financial Group LLC13,834$345K0.0%-81.5%0.003%
5/5/2026Signet Financial Management LLC261,725$6.52M0.7%+41.0%0.050%
5/5/2026SouthState Bank Corp5,208$130K0.0%N/A0.001%
5/5/2026Meridian Management Co.13,234$330K0.1%-47.1%0.003%
5/5/2026Sanctuary Advisors LLC24,010$598K0.0%+4.1%0.005%
5/5/2026Sigma Planning Corp16,183$403K0.0%-26.8%0.003%
5/5/2026Wealthgarden 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%
5/4/2026Archer Investment Corp4,782$119K0.0%+17.5%0.001%
5/4/2026Chicago Partners Investment Group LLC8,847$220K0.0%N/A0.002%
5/2/2026Diversify Wealth Management LLC1,283,662$31.80M0.6%+54.4%0.244%
5/2/2026Valmark Advisers Inc.337,941$8.42M0.1%-16.9%0.064%
5/1/2026Kaizen Financial Strategies86,789$2.16M1.0%-7.2%0.017%
5/1/2026Midwest Trust Co499,367$12.44M0.2%-48.0%0.095%
5/1/2026Fifth Third Bancorp92,156$2.30M0.0%+6,403.6%0.018%
5/1/2026Oakwell Private Wealth Management LLC433,206$10.79M1.9%+4.1%0.082%
5/1/2026Farrow Financial Inc.162,488$4.05M2.3%+15.4%0.031%
5/1/2026Simplicity Wealth LLC12,458$310K0.0%-71.6%0.002%
5/1/2026 Sequoia Financial Advisors LLC22,464$560K0.0%-32.9%0.004%
4/30/2026Kestra Advisory Services LLC242,418$6.04M0.0%+2.6%0.047%
4/30/2026Your Advocates Ltd. LLP1,002,894$24.98M7.6%+15.1%0.194%
4/29/2026Nicholas Hoffman & Company LLC.8,336$208K0.0%N/A0.002%
4/29/2026 KERR FINANCIAL PLANNING Corp1,645$41K0.1%-50.0%0.000%
4/29/2026Resonant Capital Advisors LLC3,001,765$74.77M3.9%+4.7%0.581%
4/29/2026Downshift Financial LLC678,481$16.87M8.2%+24.5%0.131%
4/29/2026Hapanowicz & Associates Financial Services Inc1,397,138$34.80M13.8%+4.6%0.271%
4/28/2026Kathmere Capital Management LLC524,658$13.07M0.8%-12.4%0.102%
4/28/2026Ascentis Independent Advisors7,090$177K0.0%N/A0.001%
4/28/2026Walkner Condon Financial Advisors LLC452,423$11.27M1.5%+4.4%0.088%
4/28/2026NBT Bank N A NY1,354$34K0.0%+5,316.0%0.000%
4/28/2026Howe & Rusling Inc.2,727$68K0.0%-48.4%0.001%
4/28/2026Koshinski Asset Management Inc.43,928$1.09M0.1%-4.2%0.009%
4/28/2026WBH Advisory Inc.71,636$1.78M0.1%-9.1%0.014%
4/27/2026Hendershot Investments Inc.111,439$2.78M0.4%-1.1%0.022%
4/27/2026Portland Financial Advisors Inc25,885$645K1.3%+53.8%0.005%
4/27/2026World Investment Advisors19,449$484K0.0%+11.1%0.004%
4/27/2026Private Advisor Group LLC38,550$960K0.0%+21.7%0.007%
4/25/2026rebel Financial LLC17,235$429K0.2%+11.4%0.003%
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4/24/2026 Keystone Global Partners LLC308,868$7.69M3.4%+127.1%0.060%
4/24/2026 Williams Financial LLC112,524$2.80M1.6%-0.7%0.022%
4/24/2026 Family Investment Center Inc.22,626$564K0.1%+12.9%0.004%
4/24/2026Equita Financial Network Inc.20,256$505K0.2%+12.7%0.004%
4/23/2026 Financial & Tax Architects LLC164,648$4.10M0.9%+19.5%0.032%
4/23/2026Inman Jager Wealth Management LLC149,613$3.73M2.2%+32.9%0.029%
4/23/2026Sellwood Investment Partners LLC70,097$1.75M0.7%+37.6%0.014%
4/23/2026Noble Family Wealth LLC15,997$398K0.1%-16.3%0.003%
4/23/2026Asset Allocation Strategies LLC11,589$289K0.1%+3.8%0.002%
4/23/2026Clarity Wealth Development LLC444,172$11.06M9.0%+14.8%0.086%


SCHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 544 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 535 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 54,801,124 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 179 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), Ameriprise Financial Inc. ($875.25K), 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 13,774,988 shares in the last 24 months. This volume of shares sold represents approximately $344.98M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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