Maridea Wealth Management LLC Buys 52,301 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Posted by Doug Wharley on Mar 22nd, 2026

Maridea Wealth Management LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 27.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 244,761 shares of the company’s stock after buying an additional 52,301 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for about 0.9% of Maridea Wealth Management LLC’s portfolio, making the stock its 21st largest position. Maridea Wealth Management LLC owned 0.05% of Schwab Intermediate-Term U.S. Treasury ETF worth $6,139,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Aventura Private Wealth LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the fourth quarter worth approximately $25,000. Asset Dedication LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $26,000. Wealth Watch Advisors INC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $28,000. Triumph Capital Management purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $34,000. Finally, GeoWealth Management LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock worth $34,000 after purchasing an additional 1,038 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Stock Performance

SCHR opened at $24.79 on Friday. The stock’s fifty day moving average is $25.10 and its two-hundred day moving average is $25.14. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $24.46 and a 52 week high of $25.42.

Schwab Intermediate-Term U.S. Treasury ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were given a dividend of $0.0746 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 3.6%.

About Schwab Intermediate-Term U.S. Treasury ETF

(Free Report)

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.