Who Owns SCHR?
Schwab Intermediate-Term U.S. Treasury ETF — Institutional Ownership & 13F Holdings
$24.82
+0.05 (+0.20%)
Market Cap
$12.7B
Shares Outstanding
516,378,321
Institutional Holders
429
Total Inst. Value
$3.0B
% of Float Held
—
QoQ Holder Change
+191
Institutional data as of Q1 2025
New Positions
134
Closed Positions
43
Increased
159
Decreased
101
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $461.7M | 18,570,658 |
| 2 | AMERIPRISE FINANCIAL INC | $325.8M | 13,106,916 |
| 3 | STIFEL FINANCIAL CORP | $201.3M | 8,096,546 |
| 4 | JPMORGAN CHASE & CO | $116.6M | 4,689,418 |
| 5 | Cornerstone Wealth Advisors, Inc.New | $85.1M | 3,421,646 |
| 6 | BANK OF AMERICA CORP /DE/ | $84.4M | 3,393,459 |
| 7 | STATE STREET CORP | $72.1M | 2,900,000 |
| 8 | Pacific Sage Partners, LLC | $67.4M | 2,712,748 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.5M | 2,270,896 |
| 10 | Resonant Capital Advisors, LLC | $54.2M | 2,181,127 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROYAL BANK OF CANADA | +2.6M | $461.7M |
| AMERIPRISE FINANCIAL INC | +432K | $325.8M |
| STIFEL FINANCIAL CORP | +317K | $201.3M |
| Cornerstone Wealth Advisors, Inc.New | +3.4M | $85.1M |
| Pacific Sage Partners, LLC | +121K | $67.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -5.1M | $84.4M |
| JPMORGAN CHASE & CO | -1.0M | $116.6M |
| Madison Asset Management, LLC | -646K | $42K |
| Greenline Partners, LLC | -559K | $4K |
| GenWealth Group, Inc. | -430K | $2.2M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold SCHR?
As of Q1 2025, 429 institutional investors report holding SCHR (Schwab Intermediate-Term U.S. Treasury ETF) in their 13F filings.
Which hedge fund owns the most SCHR?
The largest institutional holder of SCHR is ROYAL BANK OF CANADA with $461.7M in shares.
Are institutions buying or selling SCHR?
This quarter, 134 institutions opened new positions in SCHR and 43 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.