Simplicity Wealth LLC reduced its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 77.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 45,027 shares of the company’s stock after selling 151,544 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,067,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of the business. Envestnet Asset Management Inc. boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 103.7% in the second quarter. Envestnet Asset Management Inc. now owns 9,469,330 shares of the company’s stock valued at $233,514,000 after buying an additional 4,821,340 shares in the last quarter. Avidian Wealth Enterprises LLC acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the third quarter worth about $59,923,000. Financial Life Advisors acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the second quarter worth about $36,389,000. Bank of America Corp DE lifted its holdings in shares of 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 worth $154,170,000 after acquiring an additional 1,016,874 shares during the last quarter. Finally, Waverly Advisors LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1,269.1% in the first quarter. Waverly Advisors LLC now owns 794,905 shares of the company’s stock worth $19,801,000 after acquiring an additional 736,844 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
SCHR stock opened at $23.99 on Wednesday. The firm has a 50-day moving average price of $24.00 and a 200-day moving average price of $24.59. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.57 and a 12 month high of $25.42.
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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