Public ownership evidence

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

Read SCHR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Intermediately-Term U.S. Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
21,590
Value (USD)
$532,410
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCHR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCHR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2821,590$532,410None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2834$847None
Advisors Asset Management, Inc.2025-09-302026-08-276,107$153,469None
Kings Path Partners LLC2026-03-312026-08-2217,755$442,277None
Advisors Asset Management, Inc.2025-12-312026-08-2212,834$321,877None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21884$21,799None
Bullock Wealth Management Group2026-06-302026-08-203,525$86,528None
Kingsview Wealth Management, LLC2026-06-302026-08-2010,732$264,663None
Archer Investment Corp2026-06-302026-08-204,382$108,066None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2078,097$1,925,869None
Beacon Pointe Advisors, LLC2026-06-302026-08-1933,070$815,511None
JDM Financial Group LLC2026-06-302026-08-1946,928$1,157,246None
RB Capital Management, LLC2026-06-302026-08-1911,339$279,612None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-192,513$62,000None
WNY Asset Management, LLC2026-06-302026-08-1816,208$399,678None
Coastal Bridge Advisors, LLC2026-06-302026-08-1813,169$324,737None
Caitlin John, LLC2026-06-302026-08-186,224$153,484None
Corient Private Wealth LP2026-06-302026-08-1845,515$1,122,401None
Asset Allocation Strategies LLC2026-06-302026-08-1811,495$283,456None
Empowered Funds, LLC2026-06-302026-08-182,862,224$70,347,455None
Pure Financial Advisors, LLC2026-06-302026-08-1873,393$1,809,871None
Transamerica Financial Advisors, LLC2026-06-302026-08-1817,859$440,420None
Wiser Advisor Group LLC2026-06-302026-08-1887$2,139None
Thompson David Blair2024-12-312026-08-1514,784$359,103None
Thompson David Blair2026-06-302026-08-1514,784$364,573None
Thompson David Blair2025-12-312026-08-1514,784$370,783None
Thompson David Blair2026-03-312026-08-1514,784$368,269None
Vestwell Advisors, LLC2026-06-302026-08-150$7None
Note Advisors, LLC2026-06-302026-08-1514,968$369,111None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15136$3,354None
Seneschal Advisors, LLC2026-06-302026-08-1513,865$341,911None
JPL Wealth Management, LLC2026-06-302026-08-153,753$92,549None
Modern Wealth Management, LLC2026-06-302026-08-156,207$153,065None
Modern Wealth Management, LLC2026-06-302026-08-152,924$72,106None
Advisors Asset Management, Inc.2026-06-302026-08-1529,286$722,193None
Mutual Advisors, LLC2026-06-302026-08-1519,721$486,331None
Advyzon Investment Management, LLC2026-06-302026-08-15259$6,387None
Advyzon Investment Management, LLC2026-06-302026-08-1534,052$839,722None
Milestone Investment Advisors LLC2026-06-302026-08-159,421$232,322None
Invst, LLC2026-06-302026-08-1510,817$266,747None
Frisch Financial Group, Inc.2026-06-302026-08-1543,828$1,080,798None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15263,437,179$6,496,360,837None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15263,437,179$6,496,360,837None
Foundations Investment Advisors, LLC2026-06-302026-08-15281,773$6,948,526None
IFG Advisory, LLC2026-06-302026-08-152,274$56,078None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,680$115,409None
OSAIC HOLDINGS, INC.2026-06-302026-08-1565,626$1,618,328None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,310$722,775None
OSAIC HOLDINGS, INC.2026-06-302026-08-15270,277$6,665,659None
Greenline Partners, LLC2026-06-302026-08-1596,707$2,384,795None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Advisors Asset Management, Inc. ↗Kings Path Partners LLC ↗Advisors Asset Management, Inc. ↗GILL CAPITAL PARTNERS, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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