Free Trial
→ I was wrong. Dead wrong. (From Porter & Company) (Ad) Free SCHR Stock Alerts

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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.33 +0.03 (+0.12%)
As of 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)
249
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$90.84M
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
1/21/2025Marshall Financial Group LLC584,564$14.20M3.4%+109.3%0.352%
1/21/2025Asio Capital LLC180,014$4.37M0.8%N/A0.108%
1/21/2025Tran Capital Management L.P.20,282$493K0.1%+100.0%0.012%
1/21/2025Advocate Group LLC248,464$6.04M1.1%+117.7%0.149%
1/21/2025CFS Investment Advisory Services LLC8,425$205K0.0%+61.7%0.005%
1/21/2025Pflug Koory LLC102,645$2.49M1.3%+108.5%0.062%
1/21/2025Cornerstone Wealth Advisors Inc.3,307,596$80.34M22.1%+110.8%1.990%
1/21/2025LexAurum Advisors LLC209,296$5.08M1.0%+107.8%0.126%
1/17/2025 High Probability Advisors LLC382,232$9.28M1.7%+21.2%0.230%
1/17/2025 Galvin Gaustad & Stein LLC977,769$23.75M2.1%+105.9%0.588%
1/17/2025 Avior Wealth Management LLC37,032$900K0.0%+101.5%0.022%
1/17/2025 Janney Montgomery Scott LLC35,250$856K0.0%+127.2%0.021%
1/17/2025 Bartlett & CO. Wealth Management LLC14,084$342K0.0%+91.3%0.008%
1/17/2025 Advisory Alpha LLC527,784$12.82M0.5%+115.2%0.318%
1/17/2025 Dakota Wealth Management18,934$460K0.0%+87.7%0.011%
1/17/2025 MCF Advisors LLC1,066$26K0.0%+100.4%0.001%
1/17/2025 Atomi Financial Group Inc.79,946$1.94M0.1%+141.9%0.048%
1/17/2025 Transform Wealth LLC9,548$232K0.0%N/A0.006%
1/16/2025 Charles Schwab Trust Co53,021$1.29M0.1%+126.1%0.032%
1/16/2025 New Hampshire Trust16,177$393K0.1%+260.5%0.010%
1/16/2025 Koshinski Asset Management Inc.42,681$1.04M0.0%+52.8%0.026%
1/16/2025 Breakwater Investment Management4,354$106K0.0%+100.0%0.003%
1/16/2025 MassMutual Private Wealth & Trust FSB698,119$16.96M0.5%+123.6%0.420%
1/16/2025 Purus Wealth Management LLC8,600$209K0.1%+100.0%0.005%
1/16/2025 FLC Capital Advisors1,167,217$28.35M6.5%+104.7%0.702%
1/16/2025 True Link Financial Advisors LLC28,151$684K0.1%N/A0.017%
1/16/2025 Diversify Wealth Management LLC644,446$15.51M1.2%+12.2%0.388%
1/16/2025 Successful Portfolios LLC59,441$1.44M1.0%+110.3%0.036%
1/16/2025 Evanson Asset Management LLC10,914$265K0.0%+102.4%0.007%
1/16/2025 Lbmc Investment Advisors LLC9,320$226K0.0%+100.0%0.006%
1/16/2025 Kelly Financial Services LLC164,068$3.99M1.2%+225.0%0.099%
1/15/2025 GenWealth Group Inc.517,408$12.57M2.9%+394.3%0.311%
1/15/2025 HB Wealth Management LLC10,268$249K0.0%+23.3%0.006%
1/15/2025 Financial & Tax Architects LLC101,159$2.46M0.6%+124.5%0.061%
1/15/2025 Merit Financial Group LLC47,227$1.15M0.0%+52.2%0.028%
1/15/2025 Certified Advisory Corp10,001$243K0.0%+144.9%0.006%
1/15/2025 Fermata Advisors LLC18,308$445K0.1%N/A0.011%
1/15/2025 West Coast Financial LLC1,428,036$34.69M3.8%+110.6%0.859%
1/14/2025 SignalPoint Asset Management LLC39,161$951K0.2%+85.1%0.024%
1/14/2025 Twele Capital Management Inc.18,704$454K0.1%+104.8%0.011%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
1/14/2025 Stephens Group Asset Management LLC100,105$2.43M0.2%+992.7%0.060%
1/14/2025 Roble Belko & Company Inc5,138$125K0.0%+178.2%0.003%
1/14/2025 Armstrong Advisory Group Inc.1,334$32K0.0%-58.6%0.001%
1/14/2025 Apella Capital LLC11,151$271K0.0%+100.2%0.007%
1/14/2025 Acropolis Investment Management LLC8,124$197K0.0%+100.0%0.005%
1/14/2025 Park Avenue Securities LLC34,781$845K0.0%+81.3%0.021%
1/14/2025 Kathmere Capital Management LLC214,560$5.21M0.5%N/A0.129%
1/14/2025 SeaCrest Wealth Management LLC59,077$1.44M0.2%+81.6%0.036%
1/14/2025 Crane Advisory LLC1,860,248$45.11M7.9%+89.7%1.119%
1/14/2025 Myecfo LLC178,299$4.33M2.3%+91.3%0.107%
1/14/2025 Mendota Financial Group LLC101,823$2.47M1.6%+48.1%0.061%
1/14/2025 Waycross Investment Management Co45,646$1.11M1.2%+100.0%0.027%
1/13/2025 Code Waechter LLC228,243$5.54M4.8%+102.3%0.137%
1/13/2025 Christensen King & Associates Investment Services Inc.208,804$5.06M2.4%+133.2%0.126%
1/13/2025 BCS Wealth Management9,162$223K0.1%N/A0.006%
1/13/2025 Sentinel Pension Advisors Inc.395,800$9.61M1.8%+105.9%0.238%
1/13/2025 Noble Family Wealth LLC21,208$516K0.1%+97.9%0.013%
1/13/2025 Claro Advisors LLC12,345$300K0.0%+47.4%0.007%
1/13/2025 Kades & Cheifetz LLC8,685$211K0.1%+91.4%0.005%
1/13/2025 Salem Investment Counselors Inc.104,988$2.55M0.1%+113.6%0.063%
1/13/2025 Brookstone Capital Management45,096$1.10M0.0%+70.8%0.027%
1/13/2025 Fiduciary Alliance LLC391,107$9.50M1.0%+126.6%0.235%
1/10/2025 HBW Advisory Services LLC15,082$366K0.1%+103.7%0.009%
1/10/2025 Ridgewood Investments LLC17,312$421K0.2%+100.6%0.010%
1/10/2025 Wealth Enhancement Advisory Services LLC1,741,580$42.30M0.1%+64.1%1.048%
1/10/2025 ORG Partners LLC6,090$148K0.0%+100.0%0.004%
1/8/2025 Worth Asset Management LLC11,022$268K0.1%-52.4%0.007%
1/7/2025 FC Advisory LLC14,801$360K0.1%+101.3%0.009%
1/6/2025 Kings Path Partners LLC22,018$535K0.2%+110.4%0.013%
1/3/2025 Beacon Wealthcare LLC1,112,228$27.02M11.0%+110.2%0.669%
1/3/2025 Modus Advisors LLC174,612$4.24M1.3%+104.4%0.105%
12/26/2024JPMorgan Chase & Co.1,397,203$70.70M0.0%-4.5%0.841%
12/19/2024Independent Solutions Wealth Management LLC124,606$6.31M1.4%+10.9%0.075%
12/11/2024Alternative Investment Advisors LLC.41,649$2.11M1.1%+772.4%0.025%
11/27/2024Franklin Resources Inc.217,590$11.01M0.0%+1.3%0.131%
11/18/2024TD Private Client Wealth LLC18,464$934K0.0%-66.2%0.011%
11/15/2024MML Investors Services LLC90,064$4.56M0.0%+15.7%0.054%
11/15/2024Passive Capital Management LLC.64,671$3.27M1.1%-18.7%0.039%
11/15/2024Orion Portfolio Solutions LLC7,590$384K0.0%+47.0%0.005%
11/15/2024National Bank of Canada FI34,303$1.74M0.0%+14.4%0.021%
11/15/2024Hendershot Investments Inc.51,601$2.61M0.4%+3.3%0.031%
11/15/2024EP Wealth Advisors LLC8,816$446K0.0%-8.3%0.005%
11/15/2024Jane Street Group LLC2,049,343$103.70M0.0%+2,032.8%1.233%
11/15/2024Stifel Financial Corp3,898,675$197.27M0.2%+4.3%2.346%
11/15/2024SYM FINANCIAL Corp68,102$3.45M0.5%+18.9%0.041%
11/15/2024IHT Wealth Management LLC112,649$5.70M0.2%+40.2%0.068%
11/15/2024Integrated Wealth Concepts LLC20,898$1.06M0.0%+5.5%0.013%
11/15/2024HighTower Advisors LLC63,069$3.19M0.0%+12.7%0.038%
11/15/2024Benjamin Edwards Inc.104,238$5.27M0.1%+33,743.5%0.063%
11/14/2024Cobblestone Capital Advisors LLC NY35,527$1.80M0.1%+26.4%0.021%
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
11/14/2024Tradition Wealth Management LLC376,064$19.03M1.7%+2.5%0.226%
11/14/2024Flow Traders U.S. LLC54,925$2.78M0.1%-5.9%0.033%
11/14/2024Centric Wealth Management329,584$16.68M4.3%N/A0.198%
11/14/2024Financial Counselors Inc.386,936$19.58M0.3%+98.1%0.233%
11/14/2024CreativeOne Wealth LLC128,156$6.49M0.2%+11.1%0.077%
11/13/2024FMR LLC2,783$141K0.0%-44.7%0.002%
11/13/2024Bank of Montreal Can1,260,228$63.92M0.0%+710.6%0.758%
11/12/2024Larson Financial Group LLC6,504$329K0.0%-16.3%0.004%
11/12/2024Cerity Partners LLC12,394$627K0.0%-3.7%0.007%
11/12/2024Kingsview Wealth Management LLC141,563$7.16M0.2%-19.1%0.085%
(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, 416 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. ($5.45B), Charles Schwab Investment Advisory Inc. ($3.97B), Royal Bank of Canada ($494.75M), Stifel Financial Corp ($197.27M), Ameriprise Financial Inc. ($170.57M), Goldman Sachs Group Inc. ($128.42M), and Jane Street Group LLC ($103.70M).Learn more on SCHR's institutional investors.

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

Of the 377 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: Charles Schwab Investment Management Inc. ($24.49M), Charles Schwab Investment Advisory Inc. ($4.45M), Cornerstone Wealth Advisors Inc. ($2.72M), Crane Advisory LLC ($2.37M), Jane Street Group LLC ($1.95M), Assetmark Inc. ($1.50M), and CWM LLC ($1.27M).

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

Institutional investors have bought a total of 77,158,425 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

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

Of the 221 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: LPL Financial LLC ($9.64M), JPMorgan Chase & Co. ($7.34M), Charles Schwab Investment Advisory Inc. ($2.53M), Madison Asset Management LLC ($1.34M), Your Advocates Ltd. LLP ($771.13K), Morningstar Investment Management LLC ($685.51K), and Creative Planning ($619.37K).

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

Institutional investors have sold a total of 29,830,212 shares in the last 24 months. This volume of shares sold represents approximately $740.65M in transactions.


Related Companies

This page (NYSEARCA:SCHR) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored