SCHR · Schwab Intermediate-Term U.S. Treasury ETF ETF
$24.24
-0.01 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $2,035,336
Total Shares: 82,536
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
48.4%
−51.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,667
Highly concentrated−6,333
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+3
Institutional value:
+240483.5%
Shares held:
+242652.9%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 39,943 | $984,994 | |
| Large Corient Private Wealth LLC | 21,590 | $532,409 | |
| Mega CITADEL ADVISORS LLC | 20,887 | $515,073 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 116 | $2,860 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | 34 | $846 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Parkside Financial Bank & Trust Bank SCHR | $984,994 | 48.39% | 39,943 | Shares | 2026-09-04 | |
| Large Corient Private Wealth LLC SCHR | $532,409 | 26.16% | 21,590 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC SCHR | $515,073 | 25.31% | 20,887 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. SCHR | $2,860 | 0.14% | 116 | Shares | 2026-09-02 |