Kelly Financial Services LLC Acquires 53,600 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Posted by Paula Ricardo on Mar 27th, 2026

Kelly Financial Services LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 19.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 324,019 shares of the company’s stock after acquiring an additional 53,600 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up about 2.0% of Kelly Financial Services LLC’s investment portfolio, making the stock its 18th largest position. Kelly Financial Services LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $8,126,000 at the end of the most recent reporting period.

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

Schwab Intermediate-Term U.S. Treasury ETF Trading Down 0.6%

SCHR opened at $24.72 on Friday. The stock has a 50-day moving average of $25.07 and a 200-day moving average of $25.13. 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 business also recently announced a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a $0.0746 dividend. This represents a c) annualized dividend and a yield of 3.6%. The ex-dividend date was Monday, March 2nd.

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

(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.