Kaizen Financial Strategies Buys 3,828 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Kaizen Financial Strategies raised its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 5.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,697 shares of the company’s stock after purchasing an additional 3,828 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up about 0.9% of Kaizen Financial Strategies’ portfolio, making the stock its 22nd biggest holding. Kaizen Financial Strategies’ holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,770,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Charles Schwab Investment Management Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.0% in the first quarter. Charles Schwab Investment Management Inc. now owns 219,369,491 shares of the company’s stock valued at $5,453,526,000 after buying an additional 2,171,605 shares in the last quarter. Royal Bank of Canada grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 16.5% in the 1st quarter. Royal Bank of Canada now owns 18,570,658 shares of the company’s stock valued at $461,667,000 after acquiring an additional 2,633,732 shares during the period. Ameriprise Financial Inc. grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.4% in the 1st quarter. Ameriprise Financial Inc. now owns 13,106,916 shares of the company’s stock valued at $325,846,000 after acquiring an additional 431,781 shares during the period. Cornerstone Wealth Advisors Inc. increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.4% during the 2nd quarter. Cornerstone Wealth Advisors Inc. now owns 3,470,641 shares of the company’s stock worth $86,870,000 after purchasing an additional 48,995 shares during the last quarter. Finally, Moisand Fitzgerald Tamayo LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 52.5% during the 2nd quarter. Moisand Fitzgerald Tamayo LLC now owns 3,256,103 shares of the company’s stock worth $81,500,000 after purchasing an additional 1,120,524 shares during the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.0%

Shares of NYSEARCA:SCHR opened at $25.18 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.04 and a 52-week high of $25.35. The company has a 50-day simple moving average of $25.18 and a 200 day simple moving average of $24.96.

Schwab Intermediate-Term U.S. Treasury ETF Company Profile

The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of investment grade debt issued by the US Treasury with remaining maturity of 3-10 years. SCHR was launched on Aug 5, 2010 and is managed by Charles Schwab.