Who Owns Schwab Intermediate-Term U.S. Treasury ETF (SCHR)?Hedge Fund & Institutional Holders

$24.95-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$24.05$24.39$24.73$25.06$25.40Sep 24Jun 25Mar 26

SCHR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased+10.1M+$240.5B
BANK OF AMERICA CORP /DE/Increased+1.0M+$127.9B
Pacific Sage Partners, LLCNew Position+3.2M+$79.6B
Resonant Capital Advisors, LLCNew Position+2.9M+$71.9B
AlphaQuest LLCNew Position+1.9M+$48.0B
FLC Capital AdvisorsNew Position+1.5M+$38.8B
Hapanowicz & Associates Financial Services, IncIncreased+1.3M+$32.9B
EXCHANGE TRADED CONCEPTS, LLCIncreased+1.3M+$32.0B
Galvin, Gaustad & Stein, LLCNew Position+1.1M+$26.7B
Crane Advisory, LLCIncreased+976K+$24.5B
Midwest Trust CoNew Position+960K+$24.1B
Your Advocates Ltd., LLPNew Position+871K+$21.9B
MassMutual Private Wealth & Trust, FSBNew Position+723K+$18.1B
JONES FINANCIAL COMPANIES LLLPNew Position+718K+$17.0B
Morton Brown Family Wealth, LLCNew Position+675K+$16.9B

SCHR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-2.5M-$67.5B
STIFEL FINANCIAL CORPDecreased-1.4M-$36.5B
Creative PlanningDecreased-44K-$28.1B
Allworth Financial LPDecreased-44K-$24.6B
Tidal Investments LLCClosed Position-498K-$12.5B
Private Advisor Group, LLCDecreased-382K-$10.4B
KEYVANTAGE WEALTH, LLCDecreased-359K-$9.0B
CreativeOne Wealth, LLCDecreased-241K-$6.9B
Archer Investment Management, LLCDecreased-179K-$4.5B
North Forty Two & Co.Decreased-10K-$4.5B
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-145K-$3.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-126K-$3.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-109K-$2.9B
Kathleen S. Wright Associates Inc.Closed Position-111K-$2.8B
CITADEL ADVISORS LLCClosed Position-110K-$2.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC238,259,660$6.0T928.42%Share
2ROYAL BANK OF CANADA16,417,634$411.0B66.86%Share
3AMERIPRISE FINANCIAL INC13,825,044$346.0B78.19%Share
4STIFEL FINANCIAL CORP7,114,722$178.0B160.12%Share
5BANK OF AMERICA CORP /DE/4,440,141$111.0B8.07%Share
6EXCHANGE TRADED CONCEPTS, LLC4,029,634$101.1B768.88%Share
7Cornerstone Wealth Advisors, Inc.3,762,996$94.4B21.95%Share
8Pacific Sage Partners, LLC3,173,904$79.6B12.61%Share
9JPMORGAN CHASE & CO3,173,003$79.0B4.96%Share
10Resonant Capital Advisors, LLC2,867,615$71.9B3.95%Share
11Crane Advisory, LLC2,783,217$69.8B10.55%Share
12AlphaQuest LLC1,921,346$48.0B2.69%Share
13FLC Capital Advisors1,545,245$38.8B7.15%Share
14Bouchey Financial Group Ltd1,416,984$35.5B2.66%Share
15Beacon Wealthcare LLC1,345,645$33.7B11.59%Share
16Hapanowicz & Associates Financial Services, Inc1,336,122$33.5B13.13%Share
17Baird Financial Group, Inc.1,355,420$33.0B51.44%Share
18High Probability Advisors, LLC1,198,687$30.1B4.01%Share
19FIRST NATIONAL TRUST CO1,213,660$30.0B1.00%Share
20WestHill Financial Advisors, Inc.1,138,809$28.6B5.43%Share
21Madison Asset Management, LLC1,132,088$28.4B326.47%Share
22Stokes Family Office, LLC1,122,390$28.1B2.57%Share
23Galvin, Gaustad & Stein, LLC1,064,666$26.7B2.08%Share
24WELLS FARGO & COMPANY/MN1,002,353$25.0B4.55%Share
25Midwest Trust Co960,038$24.1B300.42%Share
26Tradition Wealth Management, LLC951,629$23.9B1.71%Share
27Your Advocates Ltd., LLP871,230$21.9B7.13%Share
28HC Advisors, LLC857,670$21.5B14.88%Share
29DIVERSIFY WEALTH MANAGEMENT, LLC831,357$20.9B0.97%Share
30MassMutual Private Wealth & Trust, FSB722,546$18.1B0.47%Share
31PURE PORTFOLIOS HOLDINGS LLC694,837$17.4B5.25%Share
32JONES FINANCIAL COMPANIES LLLP717,517$17.0B10.36%Share
33BANK OF AMERICA CORP /DE/706,459$17.0B1.24%Share
34Morton Brown Family Wealth, LLC675,334$16.9B4.61%Share
35Altiora Financial Group, LLC644,296$16.2B2.78%Share
36Marshall Financial Group, LLC634,381$15.9B3.09%Share
37Kathmere Capital Management, LLC599,016$15.0B1.01%Share
38JPMORGAN CHASE & CO560,822$14.0B0.88%Share
39JPMORGAN CHASE & CO550,313$13.0B0.82%Share
40Holcombe Financial, Inc.479,198$12.0B7.55%Share
41FRANKLIN RESOURCES INC500,038$12.0B2.94%Share
42WorthPointe, LLC459,503$11.5B3.03%Share
43Walker Financial Services, Inc.443,050$11.1B4.03%Share
44Walkner Condon Financial Advisors LLC433,231$10.9B1.51%Share
45Attessa Capital LLC425,498$10.7B5.83%Share
46Foundation Wealth Management, LLC\PA423,222$10.6B3.85%Share
47Oakwell Private Wealth Management, LLC415,988$10.4B1.95%Share
48Destiny Wealth Partners, LLC409,397$10.3B1.18%Share
49Valmark Advisers, Inc.406,557$10.2B125.65%Share
50ADVOCATE GROUP LLC405,405$10.2B1.64%Share

SCHR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025465$8.7T+181
Q3 2025284$8.0T-140
Q2 2025424$8.4T-7
Q1 2025431$8.3T+93
Q4 2024338$108.3T+91
Q3 2024247$342.1T-7
Q2 2024254$212.9T+14
Q1 2024240$130.4T—

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As of Q4 2025, 50 institutional investors hold SCHR (Schwab Intermediate-Term U.S. Treasury ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $6.0T in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHR?

As of Q4 2025, 50 institutional investors report holding SCHR (Schwab Intermediate-Term U.S. Treasury ETF) in their 13F filings.

Who is the largest institutional holder of SCHR?

The largest institutional holder of SCHR is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $6.0T in shares.

Is institutional ownership of SCHR increasing or decreasing?

This quarter, 10 institutions opened new positions in SCHR and 4 closed their positions.