Kestra Advisory Services LLC lessened its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 291,263 shares of the company’s stock after selling 118,974 shares during the quarter. Kestra Advisory Services LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $6,903,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of SCHR. Envestnet Asset Management Inc. boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 103.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 9,469,330 shares of the company’s stock valued at $233,514,000 after buying an additional 4,821,340 shares in the last quarter. Avidian Wealth Enterprises LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at $59,923,000. Financial Life Advisors acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 2nd quarter worth $36,389,000. Bank of America Corp DE raised its stake in Schwab Intermediate-Term U.S. Treasury ETF by 19.7% during the 1st quarter. Bank of America Corp DE now owns 6,189,094 shares of the company’s stock worth $154,170,000 after acquiring an additional 1,016,874 shares in the last quarter. Finally, Waverly Advisors LLC raised its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1,269.1% during the 1st quarter. Waverly Advisors LLC now owns 794,905 shares of the company’s stock worth $19,801,000 after acquiring an additional 736,844 shares in the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
Shares of SCHR opened at $23.95 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $23.57 and a 1-year high of $25.42. The firm has a fifty day moving average price of $23.93 and a 200 day moving average price of $24.54.
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.
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