Schwab Intermediate-Term U.S. Treasury ETF $SCHR Stake Lowered by Kaizen Financial Strategies

Kaizen Financial Strategies cut its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 28.7% in the 3rd quarter, Holdings Channel.com reports. The fund owned 56,319 shares of the company’s stock after selling 22,676 shares during the period. Kaizen Financial Strategies’ holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,335,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Asset Allocation Strategies LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 3.8% in the 1st quarter. Asset Allocation Strategies LLC now owns 11,589 shares of the company’s stock worth $289,000 after purchasing an additional 419 shares in the last quarter. Asset Dedication LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 52.7% during the 1st quarter. Asset Dedication LLC now owns 1,472 shares of the company’s stock valued at $37,000 after purchasing an additional 508 shares in the last quarter. North Ridge Wealth Advisors Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 0.8% during the 4th quarter. North Ridge Wealth Advisors Inc. now owns 65,654 shares of the company’s stock valued at $1,647,000 after purchasing an additional 525 shares in the last quarter. Asset Management Group Inc. raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 1.2% in the fourth quarter. Asset Management Group Inc. now owns 49,049 shares of the company’s stock worth $1,230,000 after buying an additional 560 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.6% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 22,879 shares of the company’s stock worth $570,000 after buying an additional 577 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Trading Down 0.1%

Shares of NYSEARCA:SCHR traded down $0.03 during trading on Friday, reaching $23.71. 3,069,662 shares of the stock traded hands, compared to its average volume of 2,919,250. The stock has a 50-day moving average of $24.14 and a two-hundred day moving average of $24.48. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $23.57 and a 52-week high of $25.42.

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.