Free Trial
→ “This Changes Everything” - Trump Hands Millions Massive IRS Gift (From Colonial Metals) (Ad) Free SCHR Stock Alerts

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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.43 -0.01 (-0.04%)
(As of 01:20 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
235
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$91.63M
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
11/18/2024 TD Private Client Wealth LLC18,464$934K0.0%-66.2%0.011%
11/15/2024 MML Investors Services LLC90,064$4.56M0.0%+15.7%0.054%
11/15/2024 Passive Capital Management LLC.64,671$3.27M1.1%-18.7%0.039%
11/15/2024 Orion Portfolio Solutions LLC7,590$384K0.0%+47.0%0.005%
11/15/2024 National Bank of Canada FI34,303$1.74M0.0%+14.4%0.021%
11/15/2024 Hendershot Investments Inc.51,601$2.61M0.4%+3.3%0.031%
11/15/2024 EP Wealth Advisors LLC8,816$446K0.0%-8.3%0.005%
11/15/2024 Jane Street Group LLC2,049,343$103.70M0.0%+2,032.8%1.233%
11/15/2024 Stifel Financial Corp3,898,675$197.27M0.2%+4.3%2.346%
11/15/2024 SYM FINANCIAL Corp68,102$3.45M0.5%+18.9%0.041%
11/15/2024 IHT Wealth Management LLC112,649$5.70M0.2%+40.2%0.068%
11/15/2024 Integrated Wealth Concepts LLC20,898$1.06M0.0%+5.5%0.013%
11/15/2024 HighTower Advisors LLC63,069$3.19M0.0%+12.7%0.038%
11/15/2024 Benjamin Edwards Inc.104,238$5.27M0.1%+33,743.5%0.063%
11/14/2024 Cobblestone Capital Advisors LLC NY35,527$1.80M0.1%+26.4%0.021%
11/14/2024 Tradition Wealth Management LLC376,064$19.03M1.7%+2.5%0.226%
11/14/2024 Flow Traders U.S. LLC54,925$2.78M0.1%-5.9%0.033%
11/14/2024 Centric Wealth Management329,584$16.68M4.3%N/A0.198%
11/14/2024 Financial Counselors Inc.386,936$19.58M0.3%+98.1%0.233%
11/14/2024 CreativeOne Wealth LLC128,156$6.49M0.2%+11.1%0.077%
11/13/2024 FMR LLC2,783$141K0.0%-44.7%0.002%
11/13/2024 Bank 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%
11/12/2024 Cerity Partners LLC12,394$627K0.0%-3.7%0.007%
11/12/2024 Kingsview Wealth Management LLC141,563$7.16M0.2%-19.1%0.085%
11/12/2024 Alesco Advisors LLC12,025$608K0.0%+6.8%0.007%
11/12/2024 Allen Capital Group LLC4,688$237K0.0%-12.9%0.003%
11/12/2024 AlphaCore Capital LLC564$29K0.0%+540.9%0.000%
11/12/2024 Altiora Financial Group LLC340,164$17.21M3.8%-1.0%0.205%
11/12/2024 Charles Schwab Investment Management Inc.107,666,399$5.45B1.0%+29.4%64.781%
11/8/2024 Moors & Cabot Inc.17,760$899K0.0%+9.0%0.011%
11/8/2024 Commerce Bank11,885$601K0.0%-62.2%0.007%
11/7/2024 Mendel Capital Management LLC31,785$1.61M1.0%+3.3%0.019%
11/7/2024 Claro Advisors LLC8,373$424K0.1%+23.0%0.005%
11/6/2024 Empowered Funds LLC306,351$15.45M0.2%+136.3%0.184%
11/6/2024 OneDigital Investment Advisors LLC15,749$797K0.0%-10.1%0.009%
11/6/2024 Intelligence Driven Advisers LLC982,569$49.72M7.1%-1.1%0.591%
11/5/2024 Savvy Advisors Inc.41,537$2.10M0.4%+387.0%0.025%
11/5/2024 Meridian Management Co.48,900$2.47M0.6%-8.3%0.029%
11/5/2024 First National Trust Co485,900$24.59M1.0%+9.3%0.292%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

Claim your FREE 2024 Gold Guide
11/5/2024 Apollon Wealth Management LLC27,282$1.38M0.0%+44.6%0.016%
11/4/2024 Addison Advisors LLC43,951$2.22M0.6%-1.3%0.026%
11/4/2024 Patten & Patten Inc. TN5,999$304K0.0%-6.4%0.004%
11/4/2024 Kennebec Savings Bank497$25K0.0%N/A0.000%
11/4/2024 Meritage 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%
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%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
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%
10/17/2024 Claro 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%
(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, 413 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), JPMorgan Chase & Co. ($271.43M), Stifel Financial Corp ($197.27M), Ameriprise Financial Inc. ($170.57M), and Goldman Sachs Group Inc. ($128.42M).Learn more on SCHR's institutional investors.

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

Of the 371 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), Jane Street Group LLC ($1.95M), Assetmark Inc. ($1.50M), Crane Advisory LLC ($1.49M), CWM LLC ($1.27M), and Bank of Montreal Can ($1.27M).

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

Institutional investors have bought a total of 68,503,885 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

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

Of the 229 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), 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 30,101,110 shares in the last 24 months. This volume of shares sold represents approximately $747.28M in transactions.


Related Companies

This page (NYSEARCA:SCHR) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored