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

Schwab Intermediate-Term U.S. Treasury ETF logo
$24.49 +0.09 (+0.37%)
Closing price 02/21/2025 04:10 PM Eastern
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$24.39 -0.10 (-0.41%)
As of 02/21/2025 07:49 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)
342
Total
Institutional Inflows
(last 12 months)
$5.28B
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$154.42M
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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
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%
2/18/2025 GTS Securities LLC18,484$449K0.0%-73.3%0.011%
2/18/2025 Vise Technologies Inc.122,079$2.97M0.2%+146.4%0.073%
2/18/2025 AlphaQ Advisors LLC8,541$207K0.6%+82.0%0.005%
2/18/2025 Note Advisors LLC15,838$385K0.3%N/A0.010%
2/17/2025 Waverly Advisors LLC68,331$1.66M0.0%+36.0%0.041%
2/17/2025 Willis Johnson & Associates Inc.47,969$1.17M0.1%+108.2%0.029%
2/17/2025 Windsor Advisory Group LLC3,616$88K0.1%N/A0.002%
2/17/2025 Vident Advisory LLC270,646$6.57M0.1%N/A0.163%
2/17/2025 TrinityPoint Wealth LLC9,751$237K0.0%+103.1%0.006%
2/17/2025 Studio Investment Management LLC29,149$708K0.2%N/A0.018%
2/17/2025 Royal 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%
2/17/2025 Greenline Partners LLC561,236$13.63M1.9%+66.3%0.338%
2/17/2025 Focus Partners Wealth188,889$4.59M0.0%+106.3%0.114%
2/17/2025 Enstar Group LTD83,500$2.03M0.7%N/A0.050%
2/17/2025 Diligent Investors LLC60,314$1.47M0.3%+84.2%0.036%
2/17/2025 CoreCap Advisors LLC105,568$2.56M0.1%+714.1%0.064%
2/17/2025 Cetera Investment Advisers591,037$14.36M0.0%+110.8%0.356%
2/17/2025 Captrust Financial Advisors127,342$3.09M0.0%+782.8%0.077%
2/17/2025 Chapman Financial Group LLC8,400$204K0.2%N/A0.005%
2/17/2025 Baird Financial Group Inc.989,355$24.03M0.0%+751.1%0.595%
2/17/2025 Beverly Hills Private Wealth LLC45,374$1.10M0.2%N/A0.027%
2/17/2025 Bank of America Corp DE8,473,433$205.82M0.0%+107.4%5.098%
2/17/2025 Benjamin Edwards Inc.242,934$5.90M0.1%+133.1%0.146%
2/17/2025 Ameriprise Financial Inc.12,675,135$307.86M0.1%+144.3%7.626%
2/17/2025 Aptus Capital Advisors LLC7,035$171K0.0%+501.8%0.004%
2/17/2025 Asset Management Group Inc.47,348$1.15M0.2%+99.3%0.028%
2/14/2025 West Paces Advisors Inc.12,815$311K0.1%+73.2%0.008%
2/14/2025 South Plains Financial Inc.33,480$813K0.6%N/A0.020%
2/14/2025 Mercer Global Advisors Inc. ADV40,649$987K0.0%-7.1%0.024%
2/14/2025 Jane Street Group LLC8,807$214K0.0%-99.6%0.005%
2/14/2025 Eagle Strategies LLC38,327$931K0.2%N/A0.023%
2/14/2025 Comerica Bank69,497$1.69M0.0%+37.9%0.042%
2/14/2025 Beacon Pointe Advisors LLC20,200$491K0.0%+100.0%0.012%
2/14/2025 Mendel Capital Management LLC62,955$1.53M0.9%+98.1%0.038%
2/14/2025 Capital Analysts LLC9,262$225K0.0%+187.9%0.006%
2/14/2025 Integrated Wealth Concepts LLC38,032$924K0.0%+82.0%0.023%
2/14/2025 MGO One Seven LLC16,543$402K0.0%-68.9%0.010%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

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2/14/2025 Susquehanna International Group LLP108,704$2.64M0.0%N/A0.065%
2/14/2025 IHT Wealth Management LLC116,861$2.84M0.1%+3.7%0.070%
2/14/2025 OneDigital Investment Advisors LLC31,422$763K0.0%+99.5%0.019%
2/14/2025 Stifel Financial Corp7,779,263$188.96M0.2%+99.5%4.681%
2/14/2025 Transatlantique Private Wealth LLC84,843$2.06M0.8%+233.2%0.051%
2/14/2025 Tradition Wealth Management LLC802,581$19.50M1.7%+113.4%0.483%
2/14/2025 Transce3nd LLC7,762$189K0.1%N/A0.005%
2/14/2025 MML Investors Services LLC137,151$3.33M0.0%+52.3%0.083%
2/14/2025 Freedom Investment Management Inc.44,511$1.08M0.1%N/A0.027%
2/14/2025 Commerce Bank31,915$775K0.0%+168.5%0.019%
2/14/2025 Concourse Financial Group Securities Inc.19,261$468K0.0%+10.8%0.012%
2/13/2025 NewEdge Advisors LLC69,569$1.69M0.0%+20.2%0.042%
2/13/2025 Integrity Wealth Advisors Inc.45,616$1.11M0.8%N/A0.027%
2/13/2025 CreativeOne Wealth LLC250,666$6.09M0.2%+95.6%0.151%
2/13/2025 Mariner LLC378,003$9.18M0.0%+82.1%0.227%
2/13/2025 Savvy Advisors Inc.61,712$1.50M0.2%+48.6%0.037%
2/13/2025 Manhattan West Asset Management LLC40,613$986K0.3%+99.7%0.024%
2/13/2025 NFP Retirement Inc.39,253$953K0.1%+101.0%0.024%
2/13/2025 Act Two Investors LLC359,262$8.73M1.7%+104.1%0.216%
2/13/2025 Seneschal Advisors LLC14,891$362K0.3%N/A0.009%
2/13/2025 One Degree Advisors Inc292,495$7.12M2.9%+13.6%0.176%
2/13/2025 Raymond James Financial Inc.230,094$5.59M0.0%N/A0.138%
2/13/2025 Bank of Montreal Can356,218$8.65M0.0%-71.7%0.214%
2/13/2025 Cerity Partners LLC26,517$644K0.0%+114.0%0.016%
2/13/2025 Envestnet Asset Management Inc.2,223,082$54.00M0.0%+158.4%1.338%
2/13/2025 Wells Fargo & Company MN438,147$10.64M0.0%+113.4%0.264%
2/12/2025 PAX Financial Group LLC89,286$2.17M0.4%+91.4%0.054%
2/12/2025 Orleans Capital Management Corp LA10,300$251K0.1%+94.3%0.006%
2/12/2025 Milestone Investment Advisors LLC8,910$216K0.1%+100.0%0.005%
2/12/2025 OneAscent Financial Services LLC93,873$2.28M0.2%N/A0.056%
2/12/2025 Centric Wealth Management303,655$7.38M2.0%-7.9%0.183%
2/12/2025 StoneX Group Inc.26,112$634K0.0%N/A0.016%
2/12/2025 National Bank of Canada FI68,925$1.67M0.0%+100.9%0.041%
2/12/2025 Franklin Resources Inc.442,243$10.74M0.0%+103.2%0.266%
2/12/2025 Summit Financial LLC326,363$7.93M0.3%+114.4%0.196%
2/12/2025 FSB Premier Wealth Management Inc.8,728$212K0.1%+62.7%0.005%
2/12/2025 Prevail Innovative Wealth Advisors LLC94,677$2.30M0.7%+3.7%0.057%
2/12/2025 Sanctuary Wealth Management L.L.C.1,676$41K0.0%N/A0.001%
2/12/2025 Orion Portfolio Solutions LLC9,523$231K0.0%+25.5%0.006%
2/12/2025 Blair William & Co. IL90,941$2.21M0.0%+130.8%0.055%
2/12/2025 Rockbridge Investment Management LCC21,272$517K0.1%+98.4%0.013%
2/12/2025 JPMorgan Chase & Co.5,703,976$138.55M0.0%+308.2%3.432%
2/12/2025 Foundation Wealth Management LLC PA234,578$5.70M2.8%N/A0.141%
2/12/2025 Hardin Capital Partners LLC22,016$535K0.3%+100.0%0.013%
2/12/2025 Sellwood Investment Partners LLC29,184$709K0.4%N/A0.018%
2/12/2025 Ausdal Financial Partners Inc.123,342$3.00M0.3%+157.0%0.074%
2/12/2025 Financial Engines Advisors L.L.C.327,426$7.95M0.0%+697.6%0.197%
2/12/2025 Financial Counselors Inc.866,241$21.04M0.3%+123.9%0.521%
2/11/2025 Heritage Wealth Management Inc. CA 204,350$4.96M3.6%+110.1%0.123%
2/11/2025 Ashton Thomas Securities LLC10,577$257K0.1%+102.6%0.006%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/11/2025 Hershey Financial Advisers LLC159,163$3.87M3.4%N/A0.096%
2/11/2025 Congress Wealth Management LLC DE 25,348$616K0.0%+103.3%0.015%
2/11/2025 Meridian Wealth Partners LLC13,155$320K0.0%+89.1%0.008%
2/11/2025 LPL Financial LLC997,479$24.23M0.0%+137.2%0.600%
2/11/2025 1620 Investment Advisors Inc.5,526$134K0.1%+103.3%0.003%
2/11/2025 TD Private Client Wealth LLC41,103$998K0.0%+122.6%0.025%
2/11/2025 Independent Solutions Wealth Management LLC218,323$5.30M1.2%+75.2%0.131%
2/11/2025 Absolute Capital Management LLC12,061$293K0.2%+181.7%0.007%
2/11/2025 TAP Consulting LLC114,319$2.78M0.6%+107.6%0.069%
2/11/2025 L.K. Benson & Company P.C.60,668$1.47M1.0%N/A0.037%
(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, 467 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 441 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 240,606,377 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

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

Of the 211 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 21,338,656 shares in the last 24 months. This volume of shares sold represents approximately $530.57M in transactions.


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This page (NYSEARCA:SCHR) was last updated on 2/22/2025 by MarketBeat.com Staff
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