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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.54
+0.08 (+0.33%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$616.82M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$104.09M
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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
11/4/2024Patten & Patten Inc. TN5,999$304K0.0%-6.4%0.004%
11/4/2024Kennebec Savings Bank497$25K0.0%N/A0.000%
11/4/2024Meritage Portfolio Management45,201$2.29M0.1%-9.1%0.027%
11/2/2024 RKL Wealth Management LLC69,575$3.52M0.3%-2.3%0.042%
11/1/2024 Rockbridge Investment Management LCC10,721$542K0.1%-5.0%0.006%
11/1/2024 Galvin Gaustad & Stein LLC474,775$24.02M2.1%+4.0%0.286%
11/1/2024 Leavell Investment Management Inc.22,413$1.13M0.1%+219.3%0.013%
10/31/2024 Walkner Condon Financial Advisors LLC108,460$5.49M1.1%+12.0%0.065%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC98,573$4.99M3.6%N/A0.059%
10/31/2024 Family Asset Management LLC1,381$70K0.0%-53.0%0.001%
10/30/2024 Harvest Portfolios Group Inc.81,166$4.11M0.1%+106.5%0.049%
10/30/2024 Foster & Motley Inc.643,896$32.58M2.1%+9.8%0.387%
10/30/2024 Avidian Wealth Enterprises LLC1,015,744$51.40M2.3%+2.1%0.611%
10/30/2024 W.H. Cornerstone Investments Inc.83,400$4.22M2.9%+11.0%0.050%
10/29/2024 Janney Montgomery Scott LLC15,516$785K0.0%-11.3%0.009%
10/29/2024 Carmichael Hill & Associates Inc.9,722$492K0.2%+179.0%0.006%
10/29/2024 Farther Finance Advisors LLC11,736$594K0.0%+36.8%0.007%
10/28/2024 Wade Financial Advisory Inc4,218$213K0.1%-24.2%0.003%
10/28/2024 Creative Financial Designs Inc. ADV151,707$7.68M0.6%+7,481.6%0.091%
10/28/2024 Focus Financial Network Inc.153,379$7.76M0.3%+9.6%0.092%
10/28/2024 Pacific Sage Partners LLC1,260,742$63.79M15.2%-1.1%0.759%
10/28/2024 Jacobson & Schmitt Advisors LLC51,945$2.63M0.5%N/A0.031%
10/25/2024 1620 Investment Advisors Inc.2,718$138K0.1%+45.9%0.002%
10/25/2024 Diversify Wealth Management LLC574,464$29.07M2.6%+2,458.5%0.346%
10/25/2024 Your Advocates Ltd. LLP370,949$18.77M7.4%-1.1%0.223%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.20,259$1.03M0.1%N/A0.012%
10/25/2024 Cornerstone Wealth Advisors Inc.1,569,139$79.40M22.1%+71.1%0.944%
10/24/2024 Morton Brown Family Wealth LLC218,320$11.05M3.9%+8.1%0.131%
10/24/2024 Family Investment Center Inc.9,117$461K0.1%+33.0%0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC1,060,996$53.69M0.1%+1.5%0.638%
10/23/2024 Allworth Financial LP686,442$34.73M0.2%-5.2%0.413%
10/23/2024 North Ridge Wealth Advisors Inc.33,749$1.71M1.2%+2.9%0.020%
10/23/2024 Lake Street Advisors Group LLC218,601$11.06M0.5%+12.3%0.132%
10/23/2024 Dakota Wealth Management10,086$510K0.0%-5.8%0.006%
10/22/2024 McAdam LLC170,030$8.60M0.5%-15.8%0.102%
10/22/2024 Private Advisor Group LLC7,644$387K0.0%-12.6%0.005%
10/22/2024 WT Wealth Management369,146$18.68M4.6%+417.9%0.222%
10/22/2024 Christensen King & Associates Investment Services Inc.89,548$4.53M2.1%-1.7%0.054%
10/22/2024 Sequoia Financial Advisors LLC14,552$736K0.0%-4.0%0.009%
10/21/2024 Foundations Investment Advisors LLC65,275$3.30M0.1%+84.1%0.039%
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10/21/2024 Barden Capital Management Inc.41,491$2.10M1.8%+11.1%0.025%
10/19/2024One Degree Advisors Inc257,445$13.06M5.5%+107.7%0.155%
10/19/2024Columbus Macro LLC88,496$4.48M1.6%+65.8%0.053%
10/19/2024Rede Wealth LLC16,296$825K0.3%N/A0.010%
10/19/2024Pure Portfolios Holdings LLC239,508$12.12M4.6%N/A0.144%
10/18/2024Resonant Capital Advisors LLC868,687$43.96M3.2%+13.2%0.523%
10/18/2024WestHill Financial Advisors Inc.494,411$25.02M5.6%+4.2%0.297%
10/18/2024Raymond James & Associates98,158$4.97M0.0%+56.9%0.059%
10/18/2024Blue Trust Inc.25,662$1.25M0.0%+67.9%0.015%
10/18/2024Stratos Wealth Advisors LLC240,144$12.15M0.6%-3.5%0.144%
10/17/2024Richard W. Paul & Associates LLC860$44K0.0%N/A0.001%
10/17/2024Inspire Advisors LLC45,002$2.28M0.3%+22.6%0.027%
10/17/2024Sonoma Private Wealth LLC10,779$545K0.8%+14.4%0.006%
10/17/2024Claro Advisors LLC4,613$233K0.0%-32.2%0.003%
10/17/2024LexAurum Advisors LLC100,696$5.10M1.1%+18.1%0.061%
10/16/2024 Marshall Financial Group LLC279,305$14.13M3.4%+0.8%0.168%
10/16/2024 FLC Capital Advisors570,155$28.85M6.7%+2.1%0.343%
10/16/2024 Sentinel Pension Advisors Inc.192,267$9.73M1.9%+13.0%0.116%
10/16/2024 SeaCrest Wealth Management LLC32,531$1.65M0.2%-5.6%0.020%
10/16/2024 Stableford Capital II LLC227,250$11.50M4.5%N/A0.137%
10/15/2024 Crane Advisory LLC980,394$48.84M8.8%+0.1%0.590%
10/15/2024 SWS Partners198,261$10.03M3.2%-1.4%0.119%
10/12/2024 GenWealth Group Inc.104,685$5.30M1.2%+8.5%0.063%
10/11/2024 Creative Planning704,397$35.64M0.0%-13.3%0.424%
10/11/2024 Kathleen S. Wright Associates Inc.48,385$2.45M1.0%+24.6%0.029%
10/11/2024 Fiduciary Alliance LLC172,579$8.73M1.2%+13.4%0.104%
10/11/2024 Armstrong Advisory Group Inc.3,221$163K0.0%+5,268.3%0.002%
10/10/2024 Koshinski Asset Management Inc.27,938$1.41M0.1%+7.4%0.017%
10/10/2024 Darrow Company Inc.154,537$7.82M4.5%+5.3%0.093%
10/10/2024 Concourse Financial Group Securities Inc.17,379$879K0.1%-4.7%0.010%
10/10/2024 Code Waechter LLC112,821$5.71M5.4%N/A0.068%
10/10/2024 Mendota Financial Group LLC68,758$3.48M1.7%+9.6%0.041%
10/9/2024 Stephens Group Asset Management LLC9,161$464K0.0%N/A0.006%
10/9/2024 TAP Consulting LLC55,069$2.79M0.5%+6.2%0.033%
10/9/2024 Charles Schwab Trust Co23,447$1.19M0.1%+8.2%0.014%
10/9/2024 West Coast Financial LLC678,055$34.31M3.8%+13.1%0.408%
10/9/2024 Successful Portfolios LLC28,259$1.43M1.0%+9.6%0.017%
10/9/2024 Worth Asset Management LLC23,140$1.17M0.6%+317.9%0.014%
10/9/2024 Moisand Fitzgerald Tamayo LLC763,667$38.64M5.3%+2.4%0.459%
10/9/2024 Modus Advisors LLC85,415$4.32M1.4%+3.5%0.051%
10/9/2024 Advocate Group LLC114,131$5.78M1.0%+12.4%0.069%
10/9/2024 Kelly Financial Services LLC50,477$2.55M0.9%N/A0.030%
10/9/2024 Hexagon Capital Partners LLC9,403$476K0.1%-6.1%0.006%
10/8/2024 CWM LLC1,079,429$54.62M0.2%+89.5%0.649%
10/8/2024 Beacon Wealthcare LLC529,003$26.77M10.8%+6.5%0.318%
10/8/2024 WealthCare Investment Partners LLC49,651$2.47M1.1%-24.5%0.030%
10/8/2024 Northwest Capital Management Inc1,092,194$55.27M19.6%+87.4%0.657%
10/8/2024 Brookstone Capital Management26,398$1.34M0.0%-13.3%0.016%
10/8/2024 Atomi Financial Group Inc.33,054$1.67M0.1%+12.3%0.020%
10/8/2024 Dynamic Advisor Solutions LLC14,161$717K0.0%+2.3%0.009%
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10/8/2024 Twele Capital Management Inc.9,134$462K0.1%-13.5%0.005%
10/7/2024 Foster Group Inc.16,720$846K0.0%-4.6%0.010%
10/7/2024 SignalPoint Asset Management LLC21,162$1.07M0.3%+2.4%0.013%
10/7/2024 Myecfo LLC93,200$4.72M2.6%+2.5%0.056%
10/5/2024 Waycross Investment Management Co22,823$1.16M1.1%N/A0.014%
10/4/2024 HBW Advisory Services LLC7,405$375K0.1%+3.0%0.004%
10/3/2024 Apella Capital LLC5,570$281K0.0%-6.9%0.003%
10/3/2024 Park Avenue Securities LLC19,188$971K0.0%+3.3%0.012%
10/2/2024 Massmutual Trust Co. FSB ADV312,155$15.80M0.4%+125.6%0.188%
9/26/2024Alternative Investment Advisors LLC.4,774$233K0.1%N/A0.003%
(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, 420 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. ($3.97B), Royal Bank of Canada ($494.75M), 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 378 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 Advisory Inc. ($4.45M), Assetmark Inc. ($1.50M), Crane Advisory LLC ($1.49M), CWM LLC ($1.27M), Creative Planning ($1.25M), Northwest Capital Management Inc ($1.23M), and Flow Traders U.S. LLC ($1.02M).

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

Institutional investors have bought a total of 42,258,115 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 231 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. ($7.27M), Charles Schwab Investment Advisory Inc. ($2.53M), Royal Bank of Canada ($1.64M), Jane Street Group LLC ($1.49M), Madison Asset Management LLC ($1.34M), and Your Advocates Ltd. LLP ($788.12K).

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

Institutional investors have sold a total of 33,345,191 shares in the last 24 months. This volume of shares sold represents approximately $826.89M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 11/5/2024 by MarketBeat.com Staff
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