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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.76 +0.05 (+0.20%)
Closing price 04/15/2025 04:10 PM Eastern
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$24.76 0.00 (0.00%)
As of 04/15/2025 05:30 PM Eastern
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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)
351
Total
Institutional Inflows
(last 12 months)
$5.32B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$159.84M
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SCHR Institutional Buying and Selling by Quarter

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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
4/15/2025Kelly Financial Services LLC206,317$5.13M1.8%+25.8%0.049%
4/15/2025Tran Capital Management L.P.19,325$480K0.1%-4.7%0.005%
4/15/2025Fifth Third Bancorp4,298$107K0.0%N/A0.001%
4/15/2025Stephens Group Asset Management LLC13,070$325K0.0%-86.9%0.003%
4/15/2025Focus Financial Network Inc.90,079$2.24M0.1%-15.3%0.021%
4/15/2025Attessa Capital LLC303,985$7.56M4.9%+2.3%0.072%
4/15/2025West Paces Advisors Inc.9,735$242K0.1%-24.0%0.002%
4/15/2025Signet Financial Management LLC60,711$1.51M0.2%N/A0.014%
4/14/2025 Farther Finance Advisors LLC90,189$2.24M0.1%+208.1%0.021%
4/14/2025 Destiny Wealth Partners LLC360,558$8.96M1.4%N/A0.086%
4/14/2025 BCS Wealth Management8,261$205K0.1%-9.8%0.002%
4/14/2025 Park Avenue Securities LLC36,499$907K0.0%+4.9%0.009%
4/14/2025 Barden Capital Management Inc.91,525$2.28M2.0%+2.7%0.022%
4/14/2025 Upper Left Wealth Management LLC147,344$3.66M2.6%+37.2%0.035%
4/14/2025 Sentinel Pension Advisors LLC410,926$10.22M1.9%+3.8%0.098%
4/11/2025 SeaCrest Wealth Management LLC48,945$1.22M0.1%-17.2%0.012%
4/11/2025 West Coast Financial LLC1,466,598$36.46M4.2%+2.7%0.349%
4/10/2025 Diligent Investors LLC56,539$1.41M0.3%-6.3%0.013%
4/10/2025 Fermata Advisors LLC70,972$1.76M0.3%+287.7%0.017%
4/10/2025 GenWealth Group Inc.87,379$2.17M0.5%-83.1%0.021%
4/10/2025 Twele Capital Management Inc.19,191$477K0.1%+2.6%0.005%
4/9/2025 HBW Advisory Services LLC15,724$391K0.1%+4.3%0.004%
4/9/2025 ST Germain D J Co. Inc.5,278$131K0.0%N/A0.001%
4/9/2025 Merit Financial Group LLC43,782$1.09M0.0%-7.3%0.010%
4/9/2025 Archer Investment Management LLC658,564$16.37M11.3%-5.6%0.157%
4/9/2025 NBC Securities Inc.5,124$127K0.0%+128,000.0%0.001%
4/9/2025 Worth Asset Management LLC12,076$300K0.2%+9.6%0.003%
4/9/2025 Fiduciary Alliance LLC418,068$10.39M1.0%+6.9%0.099%
4/9/2025 Hardin Capital Partners LLC21,606$537K0.3%-1.9%0.005%
4/9/2025 Kaizen Financial Strategies66,869$1.66M1.0%-3.5%0.016%
4/8/2025 Myecfo LLC187,913$4.67M2.5%+5.4%0.045%
4/8/2025 New Hampshire Trust15,289$380K0.1%-5.5%0.004%
4/8/2025 Advisory Alpha LLC831,629$20.67M1.3%+57.6%0.198%
4/7/2025 First County Bank CT 14,744$367K0.2%N/A0.004%
4/7/2025 AdvisorNet Financial Inc2,660$66K0.0%+232.5%0.001%
4/4/2025 Kings Path Partners LLC20,770$516K0.3%-5.7%0.005%
4/2/2025 Beacon Wealthcare LLC1,167,272$29.02M11.8%+4.9%0.277%
4/1/2025 Modus Advisors LLC170,272$4.23M1.4%-2.5%0.040%
4/1/2025 MassMutual Private Wealth & Trust FSB710,774$17.67M0.5%+1.8%0.169%
3/19/2025Chancellor Financial Group WB LP10,069$245K0.2%N/A0.002%
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3/17/2025Wealth Enhancement Advisory Services LLC3,324,717$80.76M0.2%+213.4%0.794%
2/27/2025Brucke Financial Inc.31,051$758K0.7%N/A0.007%
2/25/2025Integrated Advisors Network LLC18,084$439K0.0%+103.0%0.004%
2/24/2025Ameriflex Group Inc.3,456$84K0.0%N/A0.001%
2/21/2025WNY Asset Management LLC21,811$530K0.1%+86.8%0.013%
2/21/2025Vermillion Wealth Management Inc.43,095$1.05M0.5%N/A0.026%
2/18/2025GTS Securities LLC18,484$449K0.0%-73.3%0.011%
2/18/2025Vise Technologies Inc.122,079$2.97M0.2%+146.4%0.073%
2/18/2025AlphaQ Advisors LLC8,541$207K0.6%+82.0%0.005%
2/18/2025Note Advisors LLC15,838$385K0.3%N/A0.010%
2/17/2025Waverly Advisors LLC68,331$1.66M0.0%+36.0%0.041%
2/17/2025Willis Johnson & Associates Inc.47,969$1.17M0.1%+108.2%0.029%
2/17/2025Windsor Advisory Group LLC3,616$88K0.1%N/A0.002%
2/17/2025Vident Advisory LLC270,646$6.57M0.1%N/A0.163%
2/17/2025TrinityPoint Wealth LLC9,751$237K0.0%+103.1%0.006%
2/17/2025Studio Investment Management LLC29,149$708K0.2%N/A0.018%
2/17/2025Royal Bank of Canada15,936,926$387.11M0.1%+49.3%9.589%
2/17/2025 Kaizen Financial Strategies69,260$1.68M1.0%+174.5%0.042%
2/17/2025Greenline Partners LLC561,236$13.63M1.9%+66.3%0.338%
2/17/2025Focus Partners Wealth188,889$4.59M0.0%+106.3%0.114%
2/17/2025Enstar Group LTD83,500$2.03M0.7%N/A0.050%
2/17/2025 Diligent Investors LLC60,314$1.47M0.3%+84.2%0.036%
2/17/2025CoreCap Advisors LLC105,568$2.56M0.1%+714.1%0.064%
2/17/2025Cetera Investment Advisers591,037$14.36M0.0%+110.8%0.356%
2/17/2025Captrust Financial Advisors127,342$3.09M0.0%+782.8%0.077%
2/17/2025Chapman Financial Group LLC8,400$204K0.2%N/A0.005%
2/17/2025Baird Financial Group Inc.989,355$24.03M0.0%+751.1%0.595%
2/17/2025Beverly Hills Private Wealth LLC45,374$1.10M0.2%N/A0.027%
2/17/2025Bank of America Corp DE8,473,433$205.82M0.0%+107.4%5.098%
2/17/2025Benjamin Edwards Inc.242,934$5.90M0.1%+133.1%0.146%
2/17/2025Ameriprise Financial Inc.12,675,135$307.86M0.1%+144.3%7.626%
2/17/2025Aptus Capital Advisors LLC7,035$171K0.0%+501.8%0.004%
2/17/2025Asset Management Group Inc.47,348$1.15M0.2%+99.3%0.028%
2/14/2025West Paces Advisors Inc.12,815$311K0.1%+73.2%0.008%
2/14/2025South Plains Financial Inc.33,480$813K0.6%N/A0.020%
2/14/2025Mercer Global Advisors Inc. ADV40,649$987K0.0%-7.1%0.024%
2/14/2025Jane Street Group LLC8,807$214K0.0%-99.6%0.005%
2/14/2025Eagle Strategies LLC38,327$931K0.2%N/A0.023%
2/14/2025Comerica Bank69,497$1.69M0.0%+37.9%0.042%
2/14/2025Beacon Pointe Advisors LLC20,200$491K0.0%+100.0%0.012%
2/14/2025Mendel Capital Management LLC62,955$1.53M0.9%+98.1%0.038%
2/14/2025Capital Analysts LLC9,262$225K0.0%+187.9%0.006%
2/14/2025Integrated Wealth Concepts LLC38,032$924K0.0%+82.0%0.023%
2/14/2025MGO One Seven LLC16,543$402K0.0%-68.9%0.010%
2/14/2025Susquehanna International Group LLP108,704$2.64M0.0%N/A0.065%
2/14/2025IHT Wealth Management LLC116,861$2.84M0.1%+3.7%0.070%
2/14/2025OneDigital Investment Advisors LLC31,422$763K0.0%+99.5%0.019%
2/14/2025Stifel Financial Corp7,779,263$188.96M0.2%+99.5%4.681%
2/14/2025Transatlantique Private Wealth LLC84,843$2.06M0.8%+233.2%0.051%
2/14/2025Tradition Wealth Management LLC802,581$19.50M1.7%+113.4%0.483%
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2/14/2025Transce3nd LLC7,762$189K0.1%N/A0.005%
2/14/2025MML Investors Services LLC137,151$3.33M0.0%+52.3%0.083%
2/14/2025Freedom Investment Management Inc.44,511$1.08M0.1%N/A0.027%
2/14/2025Commerce Bank31,915$775K0.0%+168.5%0.019%
2/14/2025Concourse Financial Group Securities Inc.19,261$468K0.0%+10.8%0.012%
2/13/2025NewEdge Advisors LLC69,569$1.69M0.0%+20.2%0.042%
2/13/2025Integrity Wealth Advisors Inc.45,616$1.11M0.8%N/A0.027%
2/13/2025CreativeOne Wealth LLC250,666$6.09M0.2%+95.6%0.151%
2/13/2025Mariner LLC378,003$9.18M0.0%+82.1%0.227%
2/13/2025Savvy Advisors Inc.61,712$1.50M0.2%+48.6%0.037%
(Data available from 1/1/2016 forward)

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SCHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHR shares?

During the previous two years, 472 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. ($5.28B), Charles Schwab Investment Advisory Inc. ($3.97B), Royal Bank of Canada ($387.11M), Ameriprise Financial Inc. ($307.86M), Bank of America Corp DE ($205.82M), Stifel Financial Corp ($188.96M), and JPMorgan Chase & Co. ($138.55M).Learn more on SCHR's institutional investors.

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

Of the 446 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. ($134.03M), Ameriprise Financial Inc. ($8.22M), Royal Bank of Canada ($5.90M), JPMorgan Chase & Co. ($5.18M), Charles Schwab Investment Advisory Inc. ($4.45M), Stifel Financial Corp ($4.39M), and Bank of America Corp DE ($4.39M).

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

Institutional investors have bought a total of 243,454,488 shares in the last 24 months. This purchase volume represents approximately $5.96B in transactions.

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

Of the 216 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), Jane Street Group LLC ($2.04M), Bank of Montreal Can ($920.78K), Morningstar Investment Management LLC ($685.51K), Your Advocates Ltd. LLP ($679.73K), Madison Asset Management LLC ($628.24K), and Creative Planning ($612.84K).

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

Institutional investors have sold a total of 21,932,355 shares in the last 24 months. This volume of shares sold represents approximately $545.33M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 4/16/2025 by MarketBeat.com Staff
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