Schwab Intermediately-Term U.S. Treasury ETF (SCHR)

ETF ยท NYSE Arca

Schwab Intermediately-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 5, 2010.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
August 5, 2010

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 503 institutions reported holding SCHR, with 445.0 million shares worth $11.0 billion in aggregate. The largest reported holder was Charles Schwab Investment Management, with 263.4 million shares worth $6.5 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Charles Schwab Investment Management263,437,179$6.5BAdded 5.57%
Royal Bank of Canada18,731,210$462MAdded 8.06%
Ameriprise Financial13,544,801$334MAdded 1.26%
Envestnet Asset Management9,469,330$234MAdded 103.73%
Stifel Financial6,666,844$164MReduced 12.54%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCHR?

Schwab Intermediately-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 5, 2010.

Who are the largest institutional holders of SCHR?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCHR were Charles Schwab Investment Management, Royal Bank of Canada and Ameriprise Financial.

How many institutions own SCHR?

503 institutions reported a position in SCHR for the quarter ended June 30, 2026, worth $11.0 billion in total.

Did institutions buy or sell SCHR last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCHR.

Every reported institutional holder, plus insider and congressional trades in SCHR, on SentiSense.