Institutional shares held 142 Million
3.1K calls
4.5K puts
Total value of holdings $6.94B
$151K calls
$220K puts
# of Institutions 381


Latest Institutional Activity in SCHR

Top Purchases

Q1 2024
Charles Schwab Investment Advisory, Inc. Shares Held: 81M ($3.96B)
Q1 2024
Royal Bank Of Canada Shares Held: 11.6M ($569M)
Q1 2024
Crane Advisory, LLC Shares Held: 1.49M ($73M)
Q1 2024
Ameriprise Financial Inc Shares Held: 4.35M ($213M)
Q1 2024
Intelligence Driven Advisers, LLC Shares Held: 985K ($48.2M)

Top Sells

Q1 2024
Hilton Capital Management, LLC Shares Held: 6.1K ($298K)
Q1 2024
Jpmorgan Chase & CO Shares Held: 1.32M ($64.8M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 68.2K ($3.34M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 778K ($38.1M)
Q1 2024
Financial Counselors Inc Shares Held: 34K ($1.66M)

About SCHR

Track Institutional and Insider Activities on SCHR

Follow SCHWAB INTERMEDIATE-TERM US TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHR shares.

Notify only if

Insider Trading

Get notified when an Schwab Intermediate Term Us Tr insider buys or sells SCHR shares.

Notify only if

News

Receive news related to SCHWAB INTERMEDIATE-TERM US TR

Track Activities on SCHR