SCHR Institutional Ownership
Schwab Intermediate-Term U.S. Treasury ETF
1W: -0.3%
1M: -2.4%
3M: -3.9%
YTD: -5.1%
1Y: -5.0%
3Y: +8.0%
5Y: -5.1%
$23.64
-0.06 (-0.23%)
Weekly Expected Move ±0.7%
$23
$23
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHR
561
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
17B
Total Invested
56
New Positions
235
Increased
196
Reduced
49
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (599 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 263,437,179 | 6.2B | +13,890,918 | +5.6% | 15Q | SEC ↗ |
| 2 | Sixth Street Partners Management Compa NEW | 263,437,179 | 6.2B | — | +0.0% | 1Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 18,731,210 | $443M | +1,396,671 | +8.1% | 43Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 13,544,801 | $320M | +168,747 | +1.3% | 16Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 9,469,330 | $224M | +4,821,340 | +103.7% | 32Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 6,666,844 | $158M | -955,704 | -12.5% | 30Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 6,339,063 | $150M | +362,680 | +6.1% | 27Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. NEW | 5,800,038 | $137M | — | +0.0% | 1Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 5,354,373 | $127M | -834,721 | -13.5% | 15Q | SEC ↗ |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | 4,862,662 | $115M | +645,660 | +15.3% | 5Q | SEC ↗ |
| 11 | Cornerstone Wealth Advisors, Inc. | 4,120,062 | $97M | +126,849 | +3.2% | 17Q | SEC ↗ |
| 12 | Moisand Fitzgerald Tamayo, LLC | 4,074,314 | $96M | +177,214 | +4.5% | 43Q | SEC ↗ |
| 13 | LPL Financial LLC | 3,926,926 | $93M | +1,804,333 | +85.0% | 43Q | SEC ↗ |
| 14 | Pacific Sage Partners, LLC | 3,835,408 | $91M | +355,398 | +10.2% | 11Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,049,531 | $72M | +465,175 | +18.0% | 47Q | SEC ↗ |
| 16 | Empowered Funds, LLC | 2,862,224 | $68M | +928,602 | +48.0% | 10Q | SEC ↗ |
| 17 | Crane Advisory, LLC | 2,844,705 | $67M | +53,023 | +1.9% | 11Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 2,724,707 | $64M | +1,293,127 | +90.3% | 43Q | SEC ↗ |
| 19 | Resonant Capital Advisors, LLC | 2,700,741 | $64M | -301,024 | -10.0% | 27Q | SEC ↗ |
| 20 | Avidian Wealth Enterprises, LLC | 2,450,348 | $58M | +69,346 | +2.9% | 27Q | SEC ↗ |
| 21 | Clearstead Advisors, LLC | 2,077,660 | $49M | +123,617 | +6.3% | 13Q | SEC ↗ |
| 22 | FLC Capital Advisors | 1,788,067 | $42M | +163,152 | +10.0% | 22Q | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 1,714,671 | $41M | +269,241 | +18.6% | 16Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,669,051 | $39M | -141,651 | -7.8% | 46Q | SEC ↗ |
| 25 | DAVENPORT & Co LLC | 1,637,058 | $39M | +132,716 | +8.8% | 15Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 1,626,073 | $38M | +1,248,761 | +331.0% | 26Q | SEC ↗ |
| 27 | High Probability Advisors, LLC | 1,574,348 | $37M | +301,723 | +23.7% | 8Q | SEC ↗ |
| 28 | Cerity Partners LLC | 1,550,382 | $37M | -378,333 | -19.6% | 10Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 1,536,279 | $36M | +384,493 | +33.4% | 15Q | SEC ↗ |
| 30 | Advisory Alpha, LLC | 1,527,811 | $36M | -3,544 | -0.2% | 22Q | SEC ↗ |
| 31 | Beacon Wealthcare LLC | 1,437,622 | $34M | +28,211 | +2.0% | 22Q | SEC ↗ |
| 32 | FOSTER & MOTLEY INC | 1,408,799 | $33M | +267,083 | +23.4% | 29Q | SEC ↗ |
| 33 | Hapanowicz & Associates Financial Serv | 1,397,019 | $33M | -119 | -0.0% | 4Q | SEC ↗ |
| 34 | WestHill Financial Advisors, Inc. | 1,290,103 | $30M | +55,357 | +4.5% | 18Q | SEC ↗ |
| 35 | First National Trust Co | 1,232,504 | $29M | -15,373 | -1.2% | 29Q | SEC ↗ |
| 36 | Galvin, Gaustad & Stein, LLC | 1,113,660 | $26M | +38,284 | +3.6% | 23Q | SEC ↗ |
| 37 | Your Advocates Ltd., LLP | 1,059,412 | $25M | +56,518 | +5.6% | 27Q | SEC ↗ |
| 38 | JONES FINANCIAL COMPANIES LLLP | 999,811 | $24M | +75,364 | +8.2% | 18Q | SEC ↗ |
| 39 | Summit Financial, LLC | 975,260 | $23M | +58,474 | +6.4% | 8Q | SEC ↗ |
| 40 | Tradition Wealth Management, LLC | 956,897 | $23M | +46,962 | +5.2% | 23Q | SEC ↗ |
| 41 | HC Advisors, LLC | 899,393 | $21M | -78 | -0.0% | 25Q | SEC ↗ |
| 42 | Allworth Financial LP | 859,244 | $20M | -29,919 | -3.4% | 20Q | SEC ↗ |
| 43 | Waverly Advisors, LLC | 842,589 | $20M | +47,684 | +6.0% | 55Q | SEC ↗ |
| 44 | Savant Capital, LLC | 818,221 | $19M | +725,610 | +783.5% | 4Q | SEC ↗ |
| 45 | Creative Planning | 789,075 | $19M | -121,054 | -13.3% | 30Q | SEC ↗ |
| 46 | Morton Brown Family Wealth, LLC | 762,960 | $18M | +61,254 | +8.7% | 19Q | SEC ↗ |
| 47 | SWS Partners | 736,384 | $17M | +17,456 | +2.4% | 16Q | SEC ↗ |
| 48 | Downshift Financial, LLC | 726,438 | $17M | +47,957 | +7.1% | 3Q | SEC ↗ |
| 49 | Altiora Financial Group, LLC | 687,514 | $16M | +34,709 | +5.3% | 15Q | SEC ↗ |
| 50 | UBS Group AG | 678,451 | $16M | +30,085 | +4.6% | 45Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 263,437,179 | 6.2B |
| ALLIANCEBERNSTEIN L.P. | 5,800,038 | $137M |
| Arax Advisory Partners | 633,193 | $15M |
| Vestmark Advisory Solutions, Inc. | 475,171 | $11M |
| Diversify Advisory Services, LLC | 435,160 | $10M |
| Virginia Estate & Retirement Planni | 404,337 | $10M |
| MEITAV INVESTMENT HOUSE LTD | 130,790 | $3M |
| Noble Wealth Partners LLC | 127,847 | $3M |
| GTS SECURITIES LLC | 126,305 | $3M |
| Collaborative Fund Advisors, LLC | 118,692 | $3M |
| GOLDMAN SACHS GROUP INC | 70,866 | $2M |
| OLD MISSION CAPITAL LLC | 57,117 | $1M |
| Broussard Financial Group LLC | 41,020 | $970K |
| Trivium Point Advisory, LLC | 39,144 | $925K |
| Innova Wealth Partners | 37,754 | $893K |
| Cresset Asset Management, LLC | 36,573 | $865K |
| Regal Investment Advisors LLC | 30,016 | $710K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 20,410 | $482K |
| Leo Wealth, LLC | 17,037 | $403K |
| EP Wealth Advisors, LLC | 15,155 | $358K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 2,900,000 | $69M |
| Bouchey Financial Group Ltd | 1,416,984 | $33M |
| Marshall Financial Group, LLC | 630,313 | $15M |
| Scarborough Advisors, LLC | 388,797 | $9M |
| BNP PARIBAS FINANCIAL MARKETS | 170,000 | $4M |
| Financial & Tax Architects, LLC | 164,648 | $4M |
| Tower Research Capital LLC (TRC) | 141,759 | $3M |
| CWA Asset Management Group, LLC | 84,178 | $2M |
| Enstar Group LTD | 83,500 | $2M |
| Rede Wealth, LLC | 70,454 | $2M |
| Alternative Investment Advisors, LL | 67,640 | $2M |
| Beacon Bridge Wealth Partners, LLC | 38,744 | $916K |
| TRUIST FINANCIAL CORP | 36,652 | $866K |
| Net Worth Advisory Group | 35,666 | $843K |
| SOUTH PLAINS FINANCIAL, INC. | 32,613 | $771K |
| Empirical Financial Services, LLC d | 22,879 | $541K |
| IFC & Insurance Marketing, Inc. | 19,081 | $451K |
| Laird Norton Wetherby Trust Company | 15,618 | $369K |
| Certified Advisory Corp | 14,141 | $334K |
| Ethos Financial Group, LLC | 13,834 | $327K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +13,890,918 | +5.6% | 263,437,179 |
| ENVESTNET ASSET MANAGEMENT INC | +4,821,340 | +103.7% | 9,469,330 |
| LPL Financial LLC | +1,804,333 | +85.0% | 3,926,926 |
| ROYAL BANK OF CANADA | +1,396,671 | +8.1% | 18,731,210 |
| WELLS FARGO & COMPANY/MN | +1,293,127 | +90.3% | 2,724,707 |
| MML INVESTORS SERVICES, LLC | +1,248,761 | +331.0% | 1,626,073 |
| Empowered Funds, LLC | +928,602 | +48.0% | 2,862,224 |
| Savant Capital, LLC | +725,610 | +783.5% | 818,221 |
| EXCHANGE TRADED CONCEPTS, LLC | +645,660 | +15.3% | 4,862,662 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +465,175 | +18.0% | 3,049,531 |
| Cetera Investment Advisers | +384,493 | +33.4% | 1,536,279 |
| JPMORGAN CHASE & CO | +362,680 | +6.1% | 6,339,063 |
| Pacific Sage Partners, LLC | +355,398 | +10.2% | 3,835,408 |
| PARK AVENUE SECURITIES LLC | +326,794 | +326.7% | 426,837 |
| High Probability Advisors, LLC | +301,723 | +23.7% | 1,574,348 |
| Baird Financial Group, Inc. | +269,241 | +18.6% | 1,714,671 |
| FOSTER & MOTLEY INC | +267,083 | +23.4% | 1,408,799 |
| Thrivent Financial for Lutherans | +262,580 | +240.7% | 371,692 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +222,530 | +144.0% | 377,107 |
| A4 Wealth Advisors LLC | +208,034 | +316.1% | 273,845 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | -1,611,740 | -98.2% | 28,973 |
| Stokes Family Office, LLC | -965,027 | -96.8% | 32,128 |
| STIFEL FINANCIAL CORP | -955,704 | -12.5% | 6,666,844 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -848,502 | -66.1% | 435,160 |
| BANK OF AMERICA CORP /DE | -834,721 | -13.5% | 5,354,373 |
| Midwest Trust Co | -475,760 | -95.3% | 23,607 |
| MassMutual Private Wealth & Trust, | -449,947 | -99.3% | 3,137 |
| McAdam, LLC | -441,526 | -89.0% | 54,779 |
| Cerity Partners LLC | -378,333 | -19.6% | 1,550,382 |
| One Degree Advisors Inc | -319,691 | -45.7% | 379,789 |
| Resonant Capital Advisors, LLC | -301,024 | -10.0% | 2,700,741 |
| CreativeOne Wealth, LLC | -233,346 | -84.6% | 42,628 |
| FLOW TRADERS U.S. LLC | -160,975 | -72.1% | 62,200 |
| Madison Asset Management, LLC | -156,881 | -20.1% | 623,073 |
| Mariner, LLC | -147,713 | -42.9% | 196,921 |
| MORGAN STANLEY | -141,651 | -7.8% | 1,669,051 |
| STABLEFORD CAPITAL II LLC | -139,856 | -65.1% | 74,848 |
| Vident Advisory, LLC | -128,266 | -29.8% | 301,507 |
| Creative Planning | -121,054 | -13.3% | 789,075 |
| Destiny Wealth Partners, LLC | -81,134 | -19.8% | 329,251 |