Independent Solutions Wealth Management LLC Decreases Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Independent Solutions Wealth Management LLC trimmed its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 1.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 223,893 shares of the company’s stock after selling 3,514 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up 1.1% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 23rd biggest holding. Independent Solutions Wealth Management LLC owned 0.05% of Schwab Intermediate-Term U.S. Treasury ETF worth $5,604,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SCHR. TD Private Client Wealth LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.1% in the first quarter. TD Private Client Wealth LLC now owns 41,550 shares of the company’s stock valued at $1,033,000 after purchasing an additional 447 shares during the last quarter. Brucke Financial Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.4% during the first quarter. Brucke Financial Inc. now owns 31,500 shares of the company’s stock worth $791,000 after acquiring an additional 449 shares during the last quarter. Lifeworks Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.5% during the first quarter. Lifeworks Advisors LLC now owns 8,815 shares of the company’s stock worth $219,000 after acquiring an additional 460 shares during the last quarter. Patten & Patten Inc. TN increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.1% during the first quarter. Patten & Patten Inc. TN now owns 10,883 shares of the company’s stock worth $271,000 after acquiring an additional 533 shares during the last quarter. Finally, Venture Visionary Partners LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the second quarter. Venture Visionary Partners LLC now owns 45,480 shares of the company’s stock worth $1,138,000 after acquiring an additional 587 shares during the last quarter.

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

Shares of NYSEARCA:SCHR opened at $25.06 on Tuesday. The business has a 50-day moving average of $25.07 and a two-hundred day moving average of $24.88. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $24.04 and a 12 month high of $25.32.

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.