Wealth Enhancement Advisory Services LLC Increases Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Posted by Donald Scott on Mar 23rd, 2026

Wealth Enhancement Advisory Services LLC grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 15.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,680,531 shares of the company’s stock after buying an additional 360,557 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.55% of Schwab Intermediate-Term U.S. Treasury ETF worth $67,281,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Aventura Private Wealth LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the fourth quarter worth $25,000. Asset Dedication LLC bought a new position in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at about $26,000. Wealth Watch Advisors INC bought a new position in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at about $28,000. GeoWealth Management LLC boosted its position in Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock worth $34,000 after purchasing an additional 1,038 shares during the last quarter. Finally, Triumph Capital Management purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter worth about $34,000.

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

Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.79 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.46 and a 52-week high of $25.42. The business has a 50-day simple moving average of $25.10 and a two-hundred day simple moving average of $25.14.

Schwab Intermediate-Term U.S. Treasury ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a $0.0746 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 3.6%.

Schwab Intermediate-Term U.S. Treasury ETF 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.