Kestra Advisory Services LLC trimmed its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 291,263 shares of the company’s stock after selling 118,974 shares during the period. Kestra Advisory Services LLC owned about 0.05% of Schwab Intermediate-Term U.S. Treasury ETF worth $6,903,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 103.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 9,469,330 shares of the company’s stock worth $233,514,000 after acquiring an additional 4,821,340 shares in the last quarter. Avidian Wealth Enterprises LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at approximately $59,923,000. Financial Life Advisors acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter valued at $36,389,000. Bank of America Corp DE raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 19.7% in the 1st quarter. Bank of America Corp DE now owns 6,189,094 shares of the company’s stock valued at $154,170,000 after purchasing an additional 1,016,874 shares in the last quarter. Finally, Waverly Advisors LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1,269.1% in the 1st quarter. Waverly Advisors LLC now owns 794,905 shares of the company’s stock valued at $19,801,000 after purchasing an additional 736,844 shares in the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
NYSEARCA:SCHR opened at $23.95 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.57 and a 12 month high of $25.42. The business’s fifty day moving average price is $23.93 and its 200 day moving average price is $24.54.
About Schwab Intermediate-Term U.S. Treasury ETF
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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