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

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

Number of
Institutional Buyers
(last 12 months)
407
Total
Institutional Inflows
(last 12 months)
$5.82B
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$302.73M
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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
8/12/2025Global Retirement Partners LLC10,745$269K0.0%N/A0.002%
8/12/2025Centric Wealth Management325,987$8.13M1.9%+3.2%0.071%
8/12/2025Charles Schwab Investment Management Inc.221,741,946$5.55B1.0%+1.1%48.532%
8/12/2025Franklin Resources Inc.440,257$11.02M0.0%-2.7%0.096%
8/12/2025JPMorgan Chase & Co.4,654,817$116.51M0.0%-0.7%1.019%
8/12/2025Passive Capital Management LLC.128,676$3.20M1.0%+1.2%0.028%
8/12/2025Howe & Rusling Inc.12,842$321K0.0%+50.3%0.003%
8/12/2025NFP Retirement Inc.39,971$1M0.1%+1.2%0.009%
8/11/2025Pin Oak Investment Advisors Inc.2,513$62K0.1%N/A0.001%
8/11/2025Inspire Advisors LLC186,543$4.67M0.5%+103.6%0.043%
8/11/2025Empowered Funds LLC1,134,319$28.30M0.3%+192.9%0.259%
8/11/2025Johnson Financial Group LLC19,216$481K0.0%+4.7%0.004%
8/11/2025PAX Financial Group LLC36,484$913K0.2%-48.2%0.008%
8/11/2025Foundation Wealth Management LLC PA262,825$6.58M2.8%+2.7%0.060%
8/11/2025Bell Investment Advisors Inc28,529$714K0.1%N/A0.007%
8/8/2025 Tortoise Investment Management LLC91,412$2.29M0.2%+37.9%0.021%
8/8/2025 Kingsview Wealth Management LLC93,456$2.34M0.0%-2.1%0.021%
8/8/2025 Cetera Investment Advisers640,429$16.03M0.0%+6.0%0.146%
8/8/2025 Creative Planning1,059,114$26.51M0.0%-5.9%0.242%
8/8/2025 Empower Advisory Group LLC21,700$543K0.0%+2.1%0.005%
8/8/2025 Foundations Investment Advisors LLC174,563$4.37M0.1%+9.5%0.040%
8/8/2025 Your Advocates Ltd. LLP790,678$19.79M7.1%+1.0%0.180%
8/8/2025 W.H. Cornerstone Investments Inc.201,528$5.04M3.2%+6.4%0.046%
8/8/2025 Kaizen Financial Strategies70,697$1.77M0.9%+5.7%0.016%
8/8/2025 Bouchey Financial Group Ltd1,215,695$30.43M2.5%-5.3%0.277%
8/8/2025 JFG Wealth Management LLC49,259$1.23M0.3%+3.8%0.011%
8/8/2025 eCIO Inc.19,149$479K0.2%-2.7%0.004%
8/8/2025 Advyzon Investment Management LLC34,517$864K0.2%N/A0.008%
8/7/2025 Fagan Associates Inc.24,412$611K0.1%-3.1%0.006%
8/7/2025 Vise Technologies Inc.114,124$2.86M0.1%N/A0.026%
8/7/2025 Allworth Financial LP1,008,568$25.24M0.1%-4.6%0.230%
8/7/2025 Addison Advisors LLC131,409$3.29M0.8%-5.6%0.030%
8/7/2025 Midwest Trust Co883,221$22.11M0.3%N/A0.202%
8/7/2025 HC Advisors LLC813,609$20.37M14.4%+0.1%0.186%
8/7/2025 Parkside Financial Bank & Trust25,973$650K0.1%+13.6%0.006%
8/6/2025 AE Wealth Management LLC15,893$398K0.0%+114.5%0.004%
8/6/2025 Stokes Family Office LLC1,133,415$28.37M3.0%-3.8%0.259%
8/6/2025 Harvest Portfolios Group Inc.257,547$6.45M0.1%+5.8%0.059%
8/6/2025 Walkner Condon Financial Advisors LLC425,395$10.64M2.0%+7.1%0.097%
8/6/2025 Ethos Financial Group LLC17,839$447K0.0%N/A0.004%
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8/6/2025 Cloud Capital Management LLC177,509$4.44M2.8%-1.7%0.040%
8/6/2025 Csenge Advisory Group89,704$2.23M0.1%+6.1%0.020%
8/6/2025 Moors & Cabot Inc.19,337$484K0.0%+18.2%0.004%
8/5/2025 Jacobson & Schmitt Advisors LLC95,447$2.39M0.4%N/A0.022%
8/5/2025 Claro Advisors LLC8,284$207K0.0%-35.2%0.002%
8/5/2025 Oakwell Private Wealth Management LLC348,994$8.74M2.0%+9.6%0.080%
8/5/2025 Clarity Wealth Development LLC332,843$8.33M8.3%+7.5%0.076%
8/5/2025 Code Waechter LLC212,581$5.32M3.8%+1.4%0.049%
8/5/2025 Bank of Montreal Can363,497$9.10M0.0%+0.8%0.083%
8/5/2025 Meridian Management Co.29,348$729K0.2%-63.9%0.007%
8/4/2025 Rede Wealth LLC46,625$1.17M0.4%+5.8%0.011%
8/4/2025 AlphaStar Capital Management LLC855,968$21.43M1.4%N/A0.195%
8/4/2025 Creative Financial Designs Inc. ADV92,757$2.32M0.2%-70.8%0.021%
8/4/2025 Hutchinson Capital Management CA67,675$1.69M0.3%+38.4%0.015%
8/4/2025 Savvy Advisors Inc.65,736$1.65M0.1%-7.2%0.015%
8/4/2025 Assetmark Inc.1,604,159$40.15M0.1%+3.9%0.366%
8/4/2025 Spire Wealth Management106,496$2.67M0.1%-5.7%0.024%
8/4/2025 Bristlecone Advisors LLC1,860$47K0.0%-20.3%0.000%
8/4/2025 WNY Asset Management LLC20,155$504K0.1%-7.4%0.005%
8/4/2025 Quaker Wealth Management LLC3,054$76K0.0%-200.0%0.001%
8/1/2025 Wincap Financial LLC17,888$448K0.4%N/A0.004%
8/1/2025 First National Trust Co1,099,895$27.53M1.0%+3.6%0.251%
8/1/2025 GWN Securities Inc.84,590$2.12M0.4%+98.1%0.019%
8/1/2025 Advisory Alpha LLC1,380,246$34.55M1.1%+11.8%0.315%
8/1/2025 SYM FINANCIAL Corp163,660$4.10M0.5%+28.3%0.037%
8/1/2025 Cobblestone Capital Advisors LLC NY143,237$3.59M0.2%+12.5%0.033%
8/1/2025 MilWealth Group LLC77,302$1.94M0.5%-2.9%0.018%
8/1/2025 Ashton Thomas Private Wealth LLC13,489$338K0.0%N/A0.003%
8/1/2025 Envestnet Asset Management Inc.2,509,983$62.83M0.0%-7.5%0.573%
7/31/2025 Resonant Capital Advisors LLC2,342,662$58.64M3.7%+7.4%0.534%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC275,878$6.91M7.8%+6.8%0.063%
7/31/2025 Leavell Investment Management Inc.48,867$1.22M0.1%+12.3%0.011%
7/31/2025 Focus Partners Advisor Solutions LLC12,441$311K0.0%-22.6%0.003%
7/31/2025 AlphaQuest LLC234,462$5.87M0.6%N/A0.053%
7/31/2025 Kathleen S. Wright Associates Inc.99,758$2.50M1.0%-3.2%0.023%
7/30/2025 Strategic Blueprint LLC9,026$226K0.0%N/A0.002%
7/30/2025 Freedom Investment Management Inc.40,606$1.02M0.1%-4.3%0.009%
7/30/2025 Exencial Wealth Advisors LLC498,190$12.47M0.4%+17.8%0.114%
7/30/2025 Brookstone Capital Management62,505$1.57M0.0%-6.3%0.014%
7/30/2025 Studio Investment Management LLC44,868$1.12M0.2%+40.8%0.010%
7/30/2025 Avidian Wealth Enterprises LLC1,974,812$49.43M2.0%+3.9%0.451%
7/30/2025 Evermay Wealth Management LLC28,217$706K0.1%N/A0.006%
7/30/2025 WBH Advisory Inc.9,381$235K0.0%-7.8%0.002%
7/29/2025 FLC Capital Advisors1,410,832$35.31M7.3%+13.8%0.322%
7/29/2025 Beverly Hills Private Wealth LLC60,253$1.51M0.3%+33.0%0.014%
7/29/2025 Foster & Motley Inc.1,185,622$29.68M1.7%-11.0%0.271%
7/29/2025 Stratos Wealth Partners LTD.113,310$2.84M0.0%+25.6%0.026%
7/29/2025 Stratos Wealth Advisors LLC342,245$8.57M0.5%+0.3%0.078%
7/29/2025 Barden Capital Management Inc.87,934$2.20M1.9%-3.9%0.020%
7/29/2025 Stableford Capital II LLC222,916$5.54M2.1%-1.5%0.051%
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7/28/2025 Mutual Advisors LLC21,804$542K0.0%+16.0%0.005%
7/28/2025 Heritage Wealth Management Inc. CA 207,045$5.18M3.5%+4.8%0.047%
7/28/2025 RFG Advisory LLC13,194$330K0.0%N/A0.003%
7/25/2025 Northwest Capital Management Inc157,342$3.94M2.1%-81.6%0.036%
7/25/2025 Atria Wealth Solutions Inc.26,365$657K0.0%-36.0%0.006%
7/25/2025 Envestnet Portfolio Solutions Inc.22,413$561K0.0%-66.3%0.005%
7/25/2025 Sequoia Financial Advisors LLC29,921$749K0.0%+18.4%0.007%
7/25/2025 MGO One Seven LLC18,631$466K0.0%+21.3%0.004%
7/25/2025 Libra Wealth LLC202,443$5.07M1.7%-4.6%0.046%
7/25/2025 Meritage Portfolio Management101,913$2.55M0.2%+1.2%0.023%
(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, 488 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. ($5.55B), Charles Schwab Investment Advisory Inc. ($3.97B), Royal Bank of Canada ($461.67M), Ameriprise Financial Inc. ($325.85M), Bank of America Corp DE ($205.82M), Stifel Financial Corp ($188.96M), and JPMorgan Chase & Co. ($116.51M).Learn more on Schwab Intermediate-Term U.S. Treasury ETF's institutional investors.

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

Of the 466 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. ($138.57M), Royal Bank of Canada ($8.53M), Ameriprise Financial Inc. ($8.50M), JPMorgan Chase & Co. ($4.59M), Bank of America Corp DE ($4.39M), Stifel Financial Corp ($4.19M), and Charles Schwab Investment Advisory Inc. ($3.78M).

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

Institutional investors have bought a total of 237,344,217 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

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

Of the 155 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: Jane Street Group LLC ($2.04M), Wealth Enhancement Advisory Services LLC ($1.06M), Northwest Capital Management Inc ($934.85K), Bank of Montreal Can ($920.78K), CWM LLC ($689.71K), Creative Planning ($651.40K), and Madison Asset Management LLC ($646.30K).

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

Institutional investors have sold a total of 12,236,894 shares in the last 24 months. This volume of shares sold represents approximately $302.73M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 8/12/2025 by MarketBeat.com Staff
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