S&P 500   5,005.77 (-0.11%)
DOW   37,986.71 (+0.56%)
QQQ   419.10 (-1.02%)
AAPL   165.24 (-1.08%)
MSFT   400.87 (-0.84%)
META   486.86 (-2.98%)
GOOGL   154.62 (-0.89%)
AMZN   176.16 (-1.71%)
TSLA   149.13 (-0.53%)
NVDA   817.73 (-3.42%)
AMD   150.76 (-2.79%)
NIO   3.86 (-3.50%)
BABA   68.70 (-0.26%)
T   16.39 (+0.37%)
F   12.09 (+0.25%)
MU   109.05 (-2.57%)
GE   150.94 (-1.31%)
CGC   7.55 (-3.58%)
DIS   111.91 (-0.46%)
AMC   3.15 (+7.88%)
PFE   25.56 (+0.67%)
PYPL   62.04 (-0.10%)
XOM   120.52 (+1.69%)
S&P 500   5,005.77 (-0.11%)
DOW   37,986.71 (+0.56%)
QQQ   419.10 (-1.02%)
AAPL   165.24 (-1.08%)
MSFT   400.87 (-0.84%)
META   486.86 (-2.98%)
GOOGL   154.62 (-0.89%)
AMZN   176.16 (-1.71%)
TSLA   149.13 (-0.53%)
NVDA   817.73 (-3.42%)
AMD   150.76 (-2.79%)
NIO   3.86 (-3.50%)
BABA   68.70 (-0.26%)
T   16.39 (+0.37%)
F   12.09 (+0.25%)
MU   109.05 (-2.57%)
GE   150.94 (-1.31%)
CGC   7.55 (-3.58%)
DIS   111.91 (-0.46%)
AMC   3.15 (+7.88%)
PFE   25.56 (+0.67%)
PYPL   62.04 (-0.10%)
XOM   120.52 (+1.69%)
S&P 500   5,005.77 (-0.11%)
DOW   37,986.71 (+0.56%)
QQQ   419.10 (-1.02%)
AAPL   165.24 (-1.08%)
MSFT   400.87 (-0.84%)
META   486.86 (-2.98%)
GOOGL   154.62 (-0.89%)
AMZN   176.16 (-1.71%)
TSLA   149.13 (-0.53%)
NVDA   817.73 (-3.42%)
AMD   150.76 (-2.79%)
NIO   3.86 (-3.50%)
BABA   68.70 (-0.26%)
T   16.39 (+0.37%)
F   12.09 (+0.25%)
MU   109.05 (-2.57%)
GE   150.94 (-1.31%)
CGC   7.55 (-3.58%)
DIS   111.91 (-0.46%)
AMC   3.15 (+7.88%)
PFE   25.56 (+0.67%)
PYPL   62.04 (-0.10%)
XOM   120.52 (+1.69%)
S&P 500   5,005.77 (-0.11%)
DOW   37,986.71 (+0.56%)
QQQ   419.10 (-1.02%)
AAPL   165.24 (-1.08%)
MSFT   400.87 (-0.84%)
META   486.86 (-2.98%)
GOOGL   154.62 (-0.89%)
AMZN   176.16 (-1.71%)
TSLA   149.13 (-0.53%)
NVDA   817.73 (-3.42%)
AMD   150.76 (-2.79%)
NIO   3.86 (-3.50%)
BABA   68.70 (-0.26%)
T   16.39 (+0.37%)
F   12.09 (+0.25%)
MU   109.05 (-2.57%)
GE   150.94 (-1.31%)
CGC   7.55 (-3.58%)
DIS   111.91 (-0.46%)
AMC   3.15 (+7.88%)
PFE   25.56 (+0.67%)
PYPL   62.04 (-0.10%)
XOM   120.52 (+1.69%)
Free Trial

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

→ Don’t expose yourself to stocks during the week (From DTI) (Ad)
Free SCHR Stock Alerts
$47.96
+0.03 (+0.06%)
(As of 10:38 AM ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
288
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$1.06B
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Altiora Financial Group LLC213,511$10.47M2.8%-5.6%0.128%
4/19/2024Tradewinds Capital Management LLC240,750$11.81M3.3%+30,183.0%0.145%
4/18/2024SeaCrest Wealth Management LLC41,265$2.02M0.2%-9.7%0.025%
4/18/2024Myecfo LLC95,089$4.66M2.7%+2.8%0.057%
4/18/2024Hexagon Capital Partners LLC4,783$235K0.1%+46.0%0.003%
4/18/2024RHS Financial LLC13,853$679K0.4%-9.6%0.008%
4/18/2024Successful Portfolios LLC25,891$1.27M0.9%+8.0%0.016%
4/17/2024Fiduciary Alliance LLC118,505$5.76M1.0%+37.5%0.071%
4/17/2024D.B. Root & Company LLC4,774$234K0.1%-80.9%0.003%
4/17/2024Kathleen S. Wright Associates Inc.37,973$1.86M0.8%-1.5%0.023%
4/16/2024Noble Family Wealth LLC10,788$529K0.2%-9.1%0.006%
4/16/2024Moisand Fitzgerald Tamayo LLC696,828$34.18M5.2%+9.1%0.419%
4/16/2024Wealth Enhancement Advisory Services LLC1,000,844$49.09M0.1%+3.8%0.602%
4/15/2024WealthCare Investment Partners LLC66,748$3.27M1.6%+9.3%0.040%
4/15/2024Brookstone Capital Management47,491$2.33M0.0%-11.0%0.029%
4/15/2024Sound Income Strategies LLC765$38K0.0%+76,400.0%0.000%
4/15/2024West Paces Advisors Inc.8,615$423K0.1%-2.8%0.005%
4/15/2024Twele Capital Management Inc.10,557$518K0.1%+7.3%0.006%
4/13/2024 Columbus Macro LLC53,276$2.61M1.0%+2.5%0.032%
4/12/2024 West Coast Financial LLC506,227$24.83M3.0%+33.9%0.304%
4/12/2024 Charles Schwab Trust Co17,293$848K0.1%+12.8%0.010%
4/12/2024 Crane Advisory LLC1,491,511$72.71M14.7%+223.4%0.897%
4/12/2024 Beacon Wealthcare LLC429,890$21.09M9.6%+13.7%0.259%
4/12/2024 Worth Asset Management LLC5,638$277K0.2%-36.0%0.003%
4/11/2024 GenWealth Group Inc.84,680$4.15M1.0%+16.1%0.056%
4/11/2024 Salem Investment Counselors Inc.46,165$2.26M0.1%-0.8%0.031%
4/11/2024 SignalPoint Asset Management LLC18,026$884K0.2%-4.4%0.012%
4/11/2024 Cornerstone Wealth Advisors Inc.884,987$43.41M13.4%+5.8%0.586%
4/10/2024 LexAurum Advisors LLC109,348$5.36M1.3%-9.5%0.072%
4/10/2024 Park Avenue Securities LLC14,278$700K0.0%-11.0%0.009%
4/10/2024 Apella Capital LLC4,627$225K0.0%-11.5%0.003%
4/10/2024 Ridgewood Investments LLC9,131$448K0.2%+45.4%0.006%
4/9/2024 Northwest Capital Management Inc709,894$34.82M11.1%-8.1%0.470%
4/9/2024 Foster Group Inc.16,720$820K0.0%-19.0%0.011%
4/9/2024 Massmutual Trust Co. FSB ADV29,676$1.46M0.0%-91.0%0.020%
4/2/2024 Modus Advisors LLC80,208$3.93M1.5%+9.4%0.053%
3/6/2024SageView Advisory Group LLC7,645$379K0.0%+58.7%0.005%
3/5/2024Fisher Asset Management LLC7,883$392K0.0%-4.5%0.005%
3/1/2024Goldman Sachs Group Inc.2,582,920$128.42M0.0%+8.7%1.709%
2/29/2024Tortoise Investment Management LLC13,747$684K0.1%+28.4%0.009%
Here’s how to start a “Weekend Side Hustle” from your sofa (Ad)

Here’s how you can start your very own “Weekend Side Hustle” right from the comfort of your sofa! It doesn't matter if you have a multi-million dollar retirement account… Or if you’re just starting out with a few thousand.

Weekend after weekend!
2/26/2024Integrated Advisors Network LLC9,226$459K0.0%N/A0.006%
2/21/2024WNY Asset Management LLC16,782$834K0.1%-5.1%0.011%
2/16/2024SageView Advisory Group LLC7,645$379K0.0%+58.7%0.005%
2/16/2024Aspect Partners LLC9,055$450K0.3%N/A0.006%
2/15/2024Mercer Global Advisors Inc. ADV9,046$450K0.0%+32.2%0.006%
2/15/2024Venture Visionary Partners LLC22,208$1.10M0.1%+5.1%0.015%
2/15/2024Hilltop Partners LLC73,287$3.64M1.4%+7.9%0.049%
2/15/2024Vident Advisory LLC140,838$7.00M0.2%-10.2%0.093%
2/15/2024Freedom Investment Management Inc.55,242$2.75M0.2%-11.2%0.037%
2/15/2024Bartlett & CO. Wealth Management LLC7,683$382K0.0%+112.6%0.005%
2/15/2024Buckingham Strategic Partners LLC4,512$224K0.0%-65.7%0.003%
2/15/2024Buckingham Strategic Wealth LLC98,737$4.91M0.1%+27.0%0.065%
2/15/2024Baird Financial Group Inc.28,363$1.41M0.0%-62.5%0.019%
2/15/2024Comerica Bank43,438$2.16M0.0%+8.8%0.029%
2/14/2024Royal Bank of Canada10,317,184$512.97M0.1%0.0%6.828%
2/14/2024Waverly Advisors LLC47,079$2.34M0.1%+95.4%0.031%
2/14/2024Kestra Advisory Services LLC133,515$6.64M0.1%-51.8%0.088%
2/14/2024Creative Planning1,584,553$78.78M0.1%-1.3%1.049%
2/14/2024Northwest Wealth Management LLC4,137$206K0.1%N/A0.003%
2/13/2024Morningstar Investment Services LLC578,863$28.81M0.2%+47.2%0.383%
2/13/2024Envestnet Asset Management Inc.1,205,869$59.96M0.0%+12.2%0.798%
2/13/2024Exencial Wealth Advisors LLC96,960$4.82M0.2%+1,682.4%0.064%
2/13/2024Cetera Advisor Networks LLC31,266$1.56M0.0%+29.9%0.021%
2/13/2024Morningstar Investment Management LLC175,626$8.73M1.0%-20.6%0.116%
2/13/2024Lake Street Advisors Group LLC346,755$17.24M1.2%-15.5%0.229%
2/13/2024Goldman Sachs Group Inc.2,582,920$128.42M0.0%+8.7%1.709%
2/13/2024Jones Financial Companies Lllp47,958$2.38M0.0%+35.2%0.032%
2/13/2024SWS Partners198,667$9.88M3.2%+17.2%0.131%
2/12/2024Tradition Wealth Management LLC299,228$14.88M1.6%+54.5%0.198%
2/12/2024Madison Asset Management LLC531,010$26.40M0.4%+3.2%0.351%
2/12/2024Manhattan West Asset Management LLC44,950$2.24M0.6%+6.7%0.030%
2/12/2024Meridian Management Co.67,448$3.31M0.9%-44.3%0.045%
2/12/2024Focus Financial Network Inc. ADV92,252$4.59M0.2%N/A0.061%
2/12/2024Stifel Financial Corp2,933,443$145.85M0.2%-0.2%1.941%
2/9/2024Congress Wealth Management LLC DE 13,960$694K0.0%-13.0%0.009%
2/9/2024Advisory Services Network LLC2,800$139K0.0%N/A0.002%
2/9/2024Orion Portfolio Solutions LLC235,221$11.64M0.1%-10.0%0.156%
2/9/2024Wade Financial Advisory Inc6,294$313K0.1%N/A0.004%
2/9/2024SageView Advisory Group LLC7,645$379K0.0%+58.7%0.005%
2/9/2024Commerce Bank31,450$1.56M0.0%-1.7%0.021%
2/9/2024US Bancorp DE2,372$118K0.0%-31.1%0.002%
2/9/2024Cambridge Investment Research Advisors Inc.54,820$2.73M0.0%-37.2%0.036%
2/9/2024EverSource Wealth Advisors LLC14,800$736K0.1%-3.7%0.010%
2/9/2024TSA Wealth Managment LLC8,497$422K0.2%N/A0.006%
2/9/2024Franklin Resources Inc.217,650$10.82M0.0%-16.3%0.144%
2/9/2024CreativeOne Wealth LLC125,173$6.22M0.4%-3.3%0.083%
2/9/2024Milestone Investment Advisors LLC14,983$745K0.2%+3.3%0.010%
2/9/2024Corient Private Wealth LLC13,470$670K0.0%N/A0.009%
2/9/2024Wells Fargo & Company MN267,686$13.31M0.0%+140.7%0.177%
2/9/2024UBS Group AG80,221$3.99M0.0%-35.4%0.053%
3 Sub-$10 Stocks to Buy for 2024 (Ad)

Often, investors will overlook stocks just because they're cheap. It's a common thought that a cheap price tag means that something must be wrong with the company. But this couldn't be further from the case in many instances.

Get your FREE look at these THREE companies right here.
2/8/2024TrinityPoint Wealth LLC4,134$206K0.0%-13.2%0.003%
2/8/2024Main Street Financial Solutions LLC28,191$1.40M0.2%N/A0.019%
2/8/2024Tortoise Investment Management LLC13,748$677K0.1%+28.4%0.009%
2/8/2024Greenup Street Wealth Management LLC6,640$330K0.1%N/A0.004%
2/8/2024WT Wealth Management10,369$516K0.2%-10.3%0.007%
2/8/2024Private Wealth Management Group LLC2,613$130K0.1%N/A0.002%
2/8/2024Kingsview Wealth Management LLC180,364$8.97M0.3%-11.7%0.119%
2/8/2024Beacon Pointe Advisors LLC10,337$514K0.0%-7.8%0.007%
2/8/2024Savvy Advisors Inc.5,353$266K0.3%N/A0.004%
2/8/2024Janney Montgomery Scott LLC123,470$6.14M0.0%+5.5%0.082%
(Data available from 1/1/2016 forward)

SCHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHR shares?

During the previous two years, 435 institutional investors and hedge funds held shares of Schwab Intermediate-Term U.S. Treasury ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($3.95B), Royal Bank of Canada ($512.97M), JPMorgan Chase & Co. ($271.43M), Ameriprise Financial Inc. ($170.57M), Stifel Financial Corp ($145.85M), Goldman Sachs Group Inc. ($128.42M), and BerganKDV Wealth Management LLC ($87.76M).Learn more on SCHR's institutional investors.

Which institutional investors have been buying Schwab Intermediate-Term U.S. Treasury ETF stock?

Of the 398 institutional investors that purchased Schwab Intermediate-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($14.72M), Charles Schwab Investment Advisory Inc. ($3.50M), Jane Street Group LLC ($2.22M), Royal Bank of Canada ($2.19M), Madison Asset Management LLC ($1.70M), Assetmark Inc. ($1.50M), and Crane Advisory LLC ($1.49M).

How much institutional buying is happening at Schwab Intermediate-Term U.S. Treasury ETF?

Institutional investors have bought a total of 61,594,816 shares in the last 24 months. This purchase volume represents approximately $3.12B in transactions.

Which Schwab Intermediate-Term U.S. Treasury ETF major shareholders have been selling company stock?

Of the 264 institutional investors that sold Schwab Intermediate-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($18.48M), LPL Financial LLC ($9.64M), Charles Schwab Investment Advisory Inc. ($2.53M), Jane Street Group LLC ($1.94M), Royal Bank of Canada ($1.65M), Madison Asset Management LLC ($1.35M), and Flow Traders U.S. LLC ($878.26K).

How much institutional selling is happening at Schwab Intermediate-Term U.S. Treasury ETF?

Institutional investors have sold a total of 47,939,280 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.


Related Companies:
This page (NYSEARCA:SCHR) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
The “Perfect Storm” for Gold
Gold Safe Exchange
Biden’s $374B Giveaway Into This Sector
DTI
Your Money is Not Safe
American Alternative
The #1 Crypto for 2024
InvestorPlace
He Is Giving Away Bitcoin
Crypto Swap Profits
The "Smart Money" Is Ready for May 1st Are You?
Stansberry Research