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

Schwab Intermediate-Term U.S. Treasury ETF logo
$25.00 -0.14 (-0.56%)
Closing price 04:10 PM Eastern
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$25.00 +0.00 (+0.02%)
As of 05:14 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)
414
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$319.02M
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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
8/27/2025 Orion Porfolio Solutions LLC9,492$238K0.0%-86.1%0.002%
8/26/2025 Thrivent Financial for Lutherans71,106$1.78M0.0%N/A0.016%
8/25/2025 Hilltop Partners LLC175,852$4.40M1.3%+2.7%0.038%
8/25/2025 BLVD Private Wealth LLC188,785$4.73M4.5%N/A0.041%
8/22/2025 TT Capital Management LLC16,864$418K0.1%N/A0.004%
8/20/2025 Coppell Advisory Solutions LLC11,382$284K0.0%N/A0.002%
8/18/2025 Geneos Wealth Management Inc.1,955$49K0.0%-27.5%0.000%
8/15/2025 Asset Allocation Strategies LLC10,929$274K0.1%-5.7%0.002%
8/15/2025 Corient Private Wealth LLC60,900$1.52M0.0%+194.4%0.013%
8/15/2025 Chapman Financial Group LLC8,400$210K0.2%N/A0.002%
8/15/2025 Captrust Financial Advisors34,454$862K0.0%+1.3%0.008%
8/15/2025 Prevail Innovative Wealth Advisors LLC66,729$1.67M0.4%-33.1%0.015%
8/15/2025 Manhattan West Asset Management LLC39,595$991K0.2%-1.6%0.009%
8/15/2025 WFA of San Diego LLC4,730$118K0.1%N/A0.001%
8/15/2025 Vident Advisory LLC519,525$13.00M0.1%+67.4%0.114%
8/15/2025 Visionary Wealth Advisors22,732$569K0.0%N/A0.005%
8/15/2025 Two Sigma Securities LLC32,488$813K0.1%+184.0%0.007%
8/15/2025 Seneschal Advisors LLC23,936$599K0.5%+63.0%0.005%
8/15/2025 Smartleaf Asset Management LLC4,780$119K0.0%-40.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC9,492$238K0.0%-86.1%0.002%
8/15/2025 MML Investors Services LLC119,440$2.99M0.0%-1.4%0.026%
8/15/2025 Mendel Capital Management LLC65,142$1.63M0.9%+3.3%0.014%
8/15/2025 Modern Wealth Management LLC10,890$273K0.0%-4.4%0.002%
8/15/2025 IHT Wealth Management LLC69,554$1.74M0.0%-25.9%0.015%
8/15/2025 Benjamin Edwards Inc.260,893$6.53M0.1%-7.9%0.057%
8/15/2025 Bank of America Corp DE3,762,998$94.19M0.0%+10.9%0.824%
8/15/2025 Ameriprise Financial Inc.12,231,668$306.15M0.1%-6.7%2.677%
8/14/2025 Ausdal Financial Partners Inc.119,439$2.99M0.2%-11.4%0.026%
8/14/2025 Raymond James Financial Inc.342,715$8.58M0.0%+38.0%0.075%
8/14/2025 Diversify Wealth Management LLC698,569$17.42M1.1%+11.5%0.153%
8/14/2025 Tennessee Valley Asset Management Partners283,377$7.09M1.8%-15.4%0.062%
8/14/2025 NewEdge Advisors LLC24,875$623K0.0%+32.8%0.005%
8/14/2025 L2 Asset Management LLC13,407$336K0.1%+6.9%0.003%
8/14/2025 Cerity Partners LLC1,654,320$41.41M0.1%+9,015.7%0.362%
8/13/2025 Hendershot Investments Inc.111,598$2.79M0.4%+0.6%0.024%
8/13/2025 Financial & Tax Architects LLC112,092$2.81M0.7%+17.2%0.025%
8/13/2025 StoneX Group Inc.29,307$734K0.0%+16.6%0.006%
8/13/2025 SCS Capital Management LLC137,631$3.45M0.0%+10.7%0.030%
8/13/2025 Baird Financial Group Inc.1,128,250$28.24M0.0%+9.4%0.247%
8/13/2025 Sonoma Private Wealth LLC65,626$1.64M2.0%-1.4%0.014%
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8/13/2025 EverSource Wealth Advisors LLC16,637$416K0.0%-2.8%0.004%
8/13/2025 CW Advisors LLC37,463$938K0.0%-2.5%0.008%
8/13/2025 Beacon Pointe Advisors LLC19,700$493K0.0%-2.5%0.004%
8/13/2025 Lido Advisors LLC24,452$612K0.0%+154.5%0.005%
8/13/2025 Northwestern Mutual Wealth Management Co.127,176$3.18M0.0%-19.6%0.028%
8/12/2025 J.W. Cole Advisors Inc.11,678$292K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC4,488$112K0.0%-47.1%0.001%
8/12/2025 CreativeOne Wealth LLC257,998$6.46M0.2%-0.2%0.056%
8/12/2025 Act Two Investors LLC371,118$9.29M1.9%+2.0%0.081%
8/12/2025 Global Retirement Partners LLC10,745$269K0.0%N/A0.002%
8/12/2025 Centric Wealth Management325,987$8.13M1.9%+3.2%0.071%
8/12/2025 Charles Schwab Investment Management Inc.221,741,946$5.55B1.0%+1.1%48.532%
8/12/2025 Franklin Resources Inc.440,257$11.02M0.0%-2.7%0.096%
8/12/2025 JPMorgan Chase & Co.4,654,817$116.51M0.0%-0.7%1.019%
8/12/2025 Passive Capital Management LLC.128,676$3.20M1.0%+1.2%0.028%
8/12/2025 Howe & Rusling Inc.12,842$321K0.0%+50.3%0.003%
8/12/2025 NFP Retirement Inc.39,971$1M0.1%+1.2%0.009%
8/11/2025 Pin Oak Investment Advisors Inc.2,513$62K0.1%N/A0.001%
8/11/2025 Inspire Advisors LLC186,543$4.67M0.5%+103.6%0.043%
8/11/2025 Empowered Funds LLC1,134,319$28.30M0.3%+192.9%0.259%
8/11/2025 Johnson Financial Group LLC19,216$481K0.0%+4.7%0.004%
8/11/2025 PAX Financial Group LLC36,484$913K0.2%-48.2%0.008%
8/11/2025 Foundation Wealth Management LLC PA262,825$6.58M2.8%+2.7%0.060%
8/11/2025 Bell 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%
8/6/2025 Cloud Capital Management LLC177,509$4.44M2.8%-1.7%0.040%
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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%
(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, 495 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. ($306.15M), Stifel Financial Corp ($188.96M), JPMorgan Chase & Co. ($116.51M), and Bank of America Corp DE ($94.19M).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 473 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), Bank of America Corp DE ($4.76M), JPMorgan Chase & Co. ($4.59M), 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 240,173,882 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

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

Of the 173 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 ($904.01K), Ameriprise Financial Inc. ($875.25K), CWM LLC ($689.71K), 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 12,873,754 shares in the last 24 months. This volume of shares sold represents approximately $319.02M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 9/2/2025 by MarketBeat.com Staff
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