Claro Advisors Inc. trimmed its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 23.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 172,745 shares of the company’s stock after selling 53,798 shares during the period. Claro Advisors Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $4,094,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Envestnet Asset Management Inc. grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 103.7% during the second quarter. Envestnet Asset Management Inc. now owns 9,469,330 shares of the company’s stock worth $233,514,000 after buying an additional 4,821,340 shares in the last quarter. Avidian Wealth Enterprises LLC acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at $59,923,000. Financial Life Advisors acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the second quarter valued at $36,389,000. Bank of America Corp DE raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 19.7% in the first quarter. Bank of America Corp DE now owns 6,189,094 shares of the company’s stock valued at $154,170,000 after acquiring an additional 1,016,874 shares in the last quarter. Finally, Waverly Advisors LLC boosted 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 valued at $19,801,000 after acquiring an additional 736,844 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.4%
NYSEARCA SCHR opened at $24.18 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.57 and a 12 month high of $25.42. The company’s fifty day moving average price is $23.95 and its two-hundred day moving average price is $24.56.
Schwab Intermediate-Term U.S. Treasury ETF 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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