Who Owns SCHR?
Schwab Intermediate-Term U.S. Treasury ETF — Institutional Ownership & 13F Holdings
$24.95
-0.01 (-0.04%)
Market Cap
$12.7B
Shares Outstanding
506,376,428
Institutional Holders
429
Total Inst. Value
$8.3B
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.5B | 219,369,491 |
| 2 | ROYAL BANK OF CANADA | $461.7M | 18,570,658 |
| 3 | AMERIPRISE FINANCIAL INC | $325.8M | 13,106,916 |
| 4 | STIFEL FINANCIAL CORP | $201.3M | 8,096,546 |
| 5 | Cornerstone Wealth Advisors, Inc. | $85.1M | 3,421,646 |
| 6 | BANK OF AMERICA CORP /DE/ | $84.4M | 3,393,459 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $67.4M | 2,713,127 |
| 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 |
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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 CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $5.5B in shares.
Are institutions buying or selling SCHR?
This quarter, 429 institutions opened new positions in SCHR and 0 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.